Tax Planning & Compliance

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Let’s face it; nobody likes thinking about taxes. We understand that, and to be honest, we don’t necessarily like thinking about them either. But we also understand that even though taxes are a subject that no one likes to talk about, it is a subject that requires a lot of planning and preparation.

Dealing with taxes, and all the issues that come up, can be complicated, difficult and stressful—but it doesn’t have to be.

When you come to us with a tax issue, the first thing we do is try to make you feel comfortable and at ease. From there we take a look at the problem, examine the situation carefully and thoughtfully, and then work together to come up with a solution.

We provide advice to business owners, individuals, families, and fiduciaries, working closely with our clients to build strong and trusting relationships. Taking the time to meet with clients face-to-face and one-on-one gives us a clear look at the individual situations behind the numbers. We use this information to create a strategy that maximizes tax efficiency and aligns with personal and business goals.

Even though we’re a locally based firm, we deal with clients outside Rhode Island and New England and file tax returns in nearly all 50 states for them. Through personal attention and professional dedication, we achieve the best possible outcomes for our clients.