Taxing Matters

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“Sherri has worked with me both personally and with our family business (for many years) in regards to tax preparation, advising, etc. She’s extremely personable, professional, and responsive. When going through several major life changes (marriage, babies, etc.) I found Sherri to be quite detailed in our discussions, making sure that I thoroughly understood things as she was explaining them and the particular outcomes associated with my decisions.

As the year 2014 sweeps into our lives many of us embrace opportunity of a clean slate and the promise of some healthy changes. Unfortunately, as the year moves on we often find ourselves stuck in our old habits and the dreams of losing those extra pounds or finally paying off our credit card debts fade away as old habits replace our resolutions. In order to change our bad financial habits we need to first explore why we continue to make the same mistakes year after year.

Tax Planning Tax planning allows you to make beneficial decisions that could end up saving you thousands of dollars on your tax return.

Enrolled Agents are licensed to represent taxpayers before the Internal Revenue Service. As part of this process, a power-of-attorney may be filed with either the Internal Revenue Service or the Massachusetts Department of Revenue. This power-of-attorney allows us to provide and receive information regarding a taxpayer’s unresolved tax issues.

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