Tax Center

Tax Deadline: 2025 Tax Deadline:

     March 15, 2025: S-Corp & Partnerships

     April 15, 2025: Individuals, C-Corp, Trust, FBAR

Track your refund?

      Federal Refund: click here Federal Refund

     Massachusetts Refund: click here Massachusetts Refund

Tax Strategies for business owners: 

Tax Strategies for individuals:

Tax Planning: I can’t emphasize this enough—always consult with your CPA before making major financial moves that could have significant tax implications. This includes but not limited to the following:

  • Withdrawing funds from your 401(k)
  • Rolling over your 401(k)
  • Selling your primary residence or rental property

Proper tax planning can help you avoid unexpected liabilities, maximize savings, and ensure compliance with tax laws. Don’t make costly decisions without professional guidance!

Guide for choosing a professional: No one wants to face an audit—whether from the IRS or a state tax authority. That’s why it’s essential to choose a qualified tax professional who can represent you if an audit occurs.

When selecting a tax professional, consider working with an Enrolled Agent (EA) or a Certified Public Accountant (CPA). These professionals are licensed to represent clients before tax authorities and are held to high ethical and professional standards. Choosing a tax expert with recognized credentials ensures that your taxes are handled accurately and with the utmost integrity.