Tax Planning & Compliance
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.
Financial Statement Preparation
It’s important to work with someone who knows you, your business and your financial situation when dealing with financial statement preparation.
In short, it’s important to work with someone you trust. We work hard to get to know our clients, earn their trust, and their business.
We provide a full range of financial statement preparation services, including:
Proper planning is the key to successful financial statement preparation—and proper planning takes time. Because we take the time to become familiar with the ins and outs of your business, we are well positioned to support, assist and guide you through the financial statement process. By developing a clear insight into your business operations, we are able to anticipate your needs to ensure complete, accurate and timely financial statements. We are part of your team.
Business is all about making decisions and finding new and more efficient ways to get things done. However, for many business owners—especially small business owners—finding the time to develop a plan, work it through and then assess the outcome, can be challenging.
At G&B we provide much more than just tax and accounting services—we deliver complete business consulting support. And because we take the time to get to know our clients and their businesses, we are able to provide an unparalleled level of personalized service.
As business consultants, we provide the information, insight and third party prospective that helps clients make the decisions that drive business. From basic business planning to cash flow management to financing assistance to operational analysis, we help our clients wherever, whenever and however we can.
It’s our goal to take some of the weight off your shoulders, alleviate the stress where we can, and give you the tools you need so you can get back to doing what you do best: running your business.
Wealth Management Strategies
When it comes to developing tax strategies for wealth management, it makes sense to stick with someone you trust, especially in today’s financial environment. That’s why so many of our clients choose us when planning for the future.
Every financial decision you make has tax implications and we work hard to ensure you know what they are and how they impact your long-term plans, so there are no surprises later. We guide you through the tough decision-making processes, and work with you to develop the tax strategies necessary to reach your goals.
Behind our years of experience, lies the understanding that comes from seeing and handling many types of tax situations, from simple to complex to unique and challenging. We know what to do and how to do it, and take the extra steps to make sure the whole tax planning process is as easy as possible. When necessary we communicate and coordinate with your attorneys and financial advisors, making sure everyone is on the same page and that your plan is executed according to your wishes.
Our goal is to provide the quality tax advice and planning services needed to accumulate, maintain and grow wealth. From estate planning, trust management, retirement planning and charitable giving options, we deliver personalized tax advice that reflects your personal values.