Services

One consolidated view of the work — and who each part of it is for.

Filter by whether you are here for yourself, for a business, or for a situation that involves both.

Unverified — confirm before publishing: Every category below is a proposed placeholder. Remove any service John does not provide before this page is published.

Individuals

Individual tax preparation and planning

Who it is for: Households whose return has grown past a single W-2.
What creates the need: New income sources, a property, equity compensation, or a move in or out of Massachusetts.
What we provide: Preparation of federal and state returns, with planning conversations held before the year closes.
What you gain: A return you understand and fewer April surprises.
Next step: Share last year's return and what has changed since.

Businesses

Business tax preparation and planning

Who it is for: Owner-led companies across Greater Boston.
What creates the need: Filings that arrive as a surprise, or a year with unusual activity.
What we provide: Entity return preparation coordinated with the owner's personal position.
What you gain: One consistent picture across the business and the household.
Next step: Send the entity's prior return and current books.

Businesses

Accounting and bookkeeping

Who it is for: Businesses without an internal accounting function.
What creates the need: Books behind, categories inconsistent, or reconciliations incomplete.
What we provide: Ongoing bookkeeping support and cleanup of prior periods.
What you gain: Numbers you can act on rather than reconstruct.
Next step: Grant read access to the accounting file for review.

Businesses

Financial reporting

Who it is for: Owners, lenders, and partners who need dependable statements.
What creates the need: A financing request, partner review, or an internal need for clarity.
What we provide: Periodic financial statements with an explanation of what they show.
What you gain: Reporting that holds up under outside scrutiny.
Next step: Describe who will be reading the statements.

Businesses

Payroll support

Who it is for: Small employers.
What creates the need: Payroll filings and withholding that need to stay current.
What we provide: Coordination and oversight of payroll reporting.
What you gain: Obligations kept current without owner attention.
Next step: Confirm the current payroll provider and filing history.

Businesses

Entity selection and formation

Who it is for: New and restructuring businesses.
What creates the need: Starting out, adding an owner, or outgrowing the original structure.
What we provide: Analysis of entity options and their tax consequences.
What you gain: A structure chosen deliberately rather than by default.
Next step: Outline the ownership and how profit should be shared.

Businesses

Business advisory

Who it is for: Owners facing a decision with consequences on both sides.
What creates the need: A purchase, sale, expansion, or compensation change.
What we provide: Working conversations that model the outcomes before acting.
What you gain: A decision made with its consequences visible.
Next step: Bring the decision and the timeline.

Businesses

QuickBooks support

Who it is for: Teams running their own books.
What creates the need: A file that no longer reflects reality.
What we provide: Setup review, corrections, and practical guidance.
What you gain: A file the owner and the accountant both trust.
Next step: Share the file and the questions it raises.

Both

IRS or Massachusetts notice assistance

Who it is for: Anyone who has received agency correspondence.
What creates the need: A notice arrived and the wording is unclear.
What we provide: Review of the notice and preparation of a proper response.
What you gain: A measured answer instead of an anxious one.
Next step: Send the notice — never sensitive identifiers through the public form.

Individuals

Trust and estate tax services

Who it is for: Fiduciaries and families administering an estate or trust.
What creates the need: A death, a trust funding, or an annual fiduciary filing.
What we provide: Fiduciary return preparation and coordination with counsel.
What you gain: Filings handled correctly during a difficult period.
Next step: Provide the governing document and prior filings.

Both

Succession or business-transition guidance

Who it is for: Owners considering what comes next.
What creates the need: Retirement, a sale, or a transfer within the family.
What we provide: Multi-year planning across the business, tax, and personal picture.
What you gain: A transition that reflects intent rather than timing.
Next step: Describe the intended outcome and the horizon.

Not sure which of these applies?

Describe the situation and John will tell you what it actually calls for.

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