Client Login

Forgot Password
Our tax and accounting
services include:
  • Bookkeeping
  • Payroll
  • Tax Preparation
  • Tax Planning
  • Accounting
  • Audits
  • Reviews
  • Compilations
  • Financial Planning
  • Business Advisory
Three Local CPA Offices to Serve You:
Needham, MA
Bonita Springs, FL
Cape Coral, FL

Monthly Archives: March 2015

No paperwork means no deduction

Did you give contributions to qualified charities during 2014? Be sure to get a receipt. Tax rules are strict when it comes to substantiating your contributions. In order to take a deduction, you must generally have a written contemporaneous receipt … Continue reading

Posted in Uncategorized | Leave a comment

Consider a buy-sell agreement for your business

Marriages end, and so do business ventures. If your business is owned by two or more persons, a buy-sell agreement is one of the most important legal documents your business can have. Read more. This document provides for the “buyout” … Continue reading

Posted in Uncategorized | Leave a comment

Change in tax treatment of health insurance reimbursements

In the past, you may have chosen to reimburse your employees for health insurance premiums instead of establishing a group health insurance plan. Those payments were typically made as part of an employer payment plan and were generally tax-free. Under … Continue reading

Posted in Uncategorized | Leave a comment

The IRS is holding onto $1 Billion in refunds for 2011

If you have not yet filed a 2011 tax return and you had taxes withheld from your paycheck, you need to file your 2011 tax return by April 15 of this year or you will loose that refund forever. For more information on … Continue reading

Posted in Uncategorized | Leave a comment

April 1 is the deadline for retirement distributions

You may be approaching an important deadline if you have retirement accounts and you turned 70½ last year. Generally, you must begin withdrawing money from tax-favored retirement plans in the year you turn 70½. However, you may postpone your first … Continue reading

Posted in Uncategorized | Leave a comment

Did you sign up for social security benefits last year? If so, you may have questions about how those payments are taxed on your federal income tax return.

The good news is the formula is the same as prior years. That’s also the bad news, because the thresholds for determining taxability are not indexed for inflation, and did not change either. Those thresholds, or “base amounts,” remain at … Continue reading

Posted in Uncategorized | Leave a comment

IRS impersonation scams prey on taxpayers

The FTC’s Bureau of Consumer Protection is advising consumers about a tax scam that has resulted in an “explosion of complaints about callers who claim to be IRS agents – but are not.” These IRS impersonation scams count on people’s … Continue reading

Posted in Uncategorized | Leave a comment

FTC urges taxpayers to file returns early

One very common form of tax fraud involves the scam artist stealing your social security number and filing a false return in your name in order to get your tax refund. The Federal Trade Commission is urging people to file … Continue reading

Posted in Uncategorized | Leave a comment
CONTACT US TODAY AND RECEIVE A SPECIAL OFFER OF YOUR CHOICE!
Please check which offer you prefer below: