In an era of complex tax laws, stringent regulations and a turbulent post pandemic environment, we offer clients a broad range of fully integrated tax services, combining insights and innovation with business and industry knowledge to help families with multigenerational wealth, entrepreneurs and closely held business owners develop tax aversion strategies and preserve their legacies.
A financial advisory firm that works at the intersection of finance and technology. Most finance professionals aren’t technologist and most technologists don’t understand the day to day objectives of today’s finance departments – that’s where we come in.
@ the Intersection of Finance + Technology
SOLUTIONS
CFOaaS
Tax
Bitcoin and Cryptocurrency Reporting
Corporate Formations & Tax Structuring
COVID-19 Tax Relief and Business Stimulus
ERC
Estate Planning
IRS and Mass. Dept. of Revenue Audits
Return Preparation & E-File
C9 Digital
Google Workspace
MSFT Certified Partner and Reseller Partner
QuickBooks Certified ProAdvisor
