Tax Compliance and Planning Services

Our Approach

Our CPA firm’s tax professionals have the breadth of knowledge and experience to provide you and your organization with advanced business income, individual income, estate and fiduciary planning and compliance services. From birth to retirement, we will tailor our tax services to you and your organization’s unique needs. We provide a proactive approach to business and individual tax planning. Our tax planning clients expect execution; not surprises when filing.

Tax Compliance and Planning Services

  • Business Entity Selection
  • Corporation, Partnership and Pass-Thru Tax Compliance
  • Employee Benefit Plan Tax Compliance
  • Tax-Exempt Organization Status and Compliance
  • Individual and Fiduciary Tax Compliance
  • Estate and Gift Tax Planning and Administration
  • Domestic International Sales Corporation Planning
  • Payroll Tax Compliance
  • Federal and State Revenue Representation

Tax Services Contact:


Victoria Moskal
Specialist – Tax
(978) 887-2220 x214

Payroll and Payroll Tax Services Contact:


Darlene S. Clement
Staff Accountant – Emerging Business
(978) 887-2220 x222