Tax planning and preparation

Professional tax preparation and planning

Baystate Advisors Group offers complete tax preparation and planning services. Based in Boston, we have been advising individuals, families as well as the business community in helping to properly prepare all tax documents necessary for your personal circumstances.

From simple tax returns to more comprehensive tax planning and preparation, our team can provide your family or small business with the tax planning services you need to maintain financial health as well as meet your individual obligations.

Personal tax return preparation

You may be tempted to file your own tax return but with tax laws changing all the time, one of the best ways to submit an accurate tax return is to use the services of a professional advisor. Not only do tax laws change overtime but so do your own family circumstances and a tax advisor will seek to understand and work to prepare your taxes appropriately. That's what you get when you work with Baystate Advisory Group.

Corporate tax return preparation

Baystate Advisors Group has a specialty in preparing corporate tax returns including businesses from $500,000 to $15 million in revenue. Tax laws and regulations for small business have been changing at a rapid pace over the past several years and when it comes to preparing your corporate tax return, it is highly advised that you bring in a professional that stays up to date on all these state and federal regulations.

Our team understands all structures of corporations and small business and is well versed in preparing all tax documents related to your corporate structure. If you are looking for a professional advisor that understands the best way to prepare your tax documents, let's set up a time to discuss your individual needs.

Tax planning and strategy

When your business requires accounting support in other areas, Baystate Advisors Group can meet those needs. Think of us as your outsourced accounting department.

Baystate Advisors Group works with individuals and small business in tax planning and strategies. You should never pay more taxes than you must, and our team understands this concept. Whether it is your individual tax return or planning for your business, we work with you to conduct a deep analysis and advise on the best ways to minimize your tax liabilities. Not only that but we will offer you advice on how to maximize any tax incentives based on your current circumstances. Many of our clients have found this service to be refreshing and exciting. But until you uncover the details, you will never know just how much money you can keep for yourself. Tax planning works and we would love to talk with you about it.