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Income Taxes

Personal and Bussines Income Taxes.

Bookkeeping

Bookkeeping for your business.

Payroll

Your payroll safe and on time.

Notary

Public Notary available on site.

Income Taxes

• Business Tax Return

Get an expert to prepare & file tax return of your business.

• File Taxes Online (e-File)

Fast, easy, accurate, and secure online tax filing backed by our support. tax preparation services Income Tax Service in Massachusetts.

• Important Tax Notices

Tax Deadlines, Tax Facts, Long-Term Capital Gain Tax Rates and Documents Needed to File your Taxes.  SEE MORE
Income Tax

Bookkeeping

• Affordable Outsourced Bookkeeping Services

We work with small and medium sized companies that desire affordable outsourced bookkeeping services.

• State-of-the-Art Bookkeeping Technology

We use QuickBooks software, a state-of-the-art bookkeeping technology, to track all your financial information.

• Weekly, Monthly or Quaterly

We tailor our services to meet your specific business needs. Whether you need help weekly, monthly or quarterly, we work with your schedule to get the job done.

Bookkeeping

Payroll

• Affordable Payroll Services

We work with small and medium sized companies that desire affordable outsourced payroll services.

• Friendly Support

A friendly knowledgeable professional always available to help.

Payroll

Notary

• Affordable Notary Services

We offer you competitive fees on Notary Services.

• Experience & Understanding

We have years of experience notarizing documents. We understand foreign Spanish documents and can assist with notarizing the documents with little confusion.
Notary

Important Tax Information

• Tax Facts 2020- CLICK HERE

• Long-Term Capital Gain Tax Rates- click here

• Documents Needed to File Your Taxes – click here

• 2021 Tax Filing Deadlines  – click here

Tax Facts 2020

Download pdf here

Long-Term Capital Gain Tax Rates

Download pdf here

2021 Tax Filing Deadlines

January 15, 2021

Due date for the fourth installment of 2020 estimated tax.

February 1

Employers must furnish W-2 statements to employees. 1099 information statements must be furnished by banks, brokers, and other payors.

March 15

2020 calendar year partnership returns are due.

April 15
  • 2020 individual income tax returns are due.
  • 2020 annual gift tax returns are due.
  • 2020 calendar-year corporation income tax returns are due.
  • Deadline for making 2020 IRA contributions.
  • First installment of 2021 individual estimated tax is due.
June 15

Second installment of 2021 individual estimated tax is due.

September 15
  • Third installment of 2021 individual estimated tax is due.
  • Deadline for Partnerships, S-Corps and LLC’s to issue 2019 K-1 forms.
October 15

Deadline for filing your 2020 individual tax return if you received an extension of the April 15 deadline.

January 17, 2022

Fourth installment of 2021 individual estimated tax is due.

Download pdf here

Documents Needed to File your Taxes – TAX YEAR 2020

If you're a New Customer 2018 & 2019 Federal and State Tax Returns

Physical or soft copies of previous 2 years Federal and State Tax returns.

Personal Info: Prepare Cover Page with...
• Current Address • Phone Numbers (day & evening ) • Email • Occupation • Date of Birth • All States & Dates you lived in during the Tax Year.

If married; Provide Spouse’s Info

•Legal name (as listed on social security card) • Occupation •Date of Birth.

If you have Children, for each child:

• Legal Name • Date of Birth • Social Security Number.
Driver's License
Copy of Driver’s License and

If married:

Copy of Spouse’s Driver’s License i
Income Forms: whichever applies to you...
• W-2 Forms •1099 Forms • Interest Income • Dividend Income • K-1 Forms •Pension or IRA Distributions Forms • Brokerage Account Forms • Student Loan Interest Forms.
Deductions

Summarize Deductions: • Medical Expenses • Auto Excise Tax • Interest on Mortgages and Home equity Loans (attach applicable 1098 Forms) • Mortgage Insurance Premiums • Real Estate Taxes • Casualty and Theft Losses • Cash and Non-cash Charitable Donations (attach receipts for non-cash donations).

If you sold Stocks or Mutual Funds...

Prepare a spreadsheet with

• Date you bought “each” item that was sold • Total purchase price of “each” item sold • Note: Do not assume your cost information is provided on Form 1099B. Review all your stock sales on form 1099B to ensure you have the purchase date and cost information for each stock or mutual fund sold during the year. • All 1099B forms, we need them during your appointment.
If converted Traditional IRA to a Roth IRA

Indicate the amount of any applicable after-tax Traditional IRA contributions you made over the years.

If Graduate School Expenses qualify to be Deducted

• Summarize amount PAID in Tuition and Books DURING 2020. (Tuition may include Loans credited to the University DURING 2020) • If Scholarships/Fellowships exist, provide Amount Received DURING 2020. •Form 1098T (Tuition Statement. Note: 1098T represents tuition BILLED . You can ONLY DEDUCT tuition PAID, BILLED & PAID are not always the same) • All Tuition Billing Statements • Receipts for computers and peripherals you purchased for school during 2020. • Provide Amount of any Tuition Reimbursed by your employer • Copy of your most recent Resume.

Do you Qualify to Deduct Graduate School Expenses?
If you paid for Dependent Care Expense
Provide Each Providers’: •Name •Address •Federal Id Number or Social Security Number •Amount Paid. Provide for each child cared for: •Name •Total Amount Paid. •If you use a Nanny Tax Service to handle the employment taxes, please provide your Completed Schedule H
If you were self-employed during 2020...
Cover page with: •Summary Gross Self-Employment Income during the year •Applicable expenses categorized and summarized by the Type of Expense (i.e. advertising, equipment, supplies, etc.)
If you owned rental property during Tax Year 2020
Cover Page Income statement showing •Gross Rental Income you received •Applicable Expenses categorized and summarized by the type of expense (i.e. advertising, mortgage interest, real estate taxes, repairs, maintenance, condo fees, etc). •Date when you started renting the property, •How much you Originally Paid for the property.

If you used the property as a Vacation Home

•Total number of days you personally used the property during Tax Year.
If Deducting a Portion of your Home for Business Use
•Calculate the square footage of the area used for business. In addition, we will need to know the date you began using the space for business, how much you originally paid for the property and a summary of your utility expenses (gas, electric, oil, condo fees, landscaping, snowplowing, maintenance, etc), major home improvements and direct office expenses (repairs, business phone, etc).
If you did NOT live outside the United States in 2020 and you had Foreign Financial Assets
such as Bank Accounts, Brokerage Accounts, Foreign Partnerships, etc. where Total Value of Foreign Assets was more than $50,000 ($100,000 if married) on the LAST DAY of the tax year or more than $75,000 ($150,000 married) at ANY TIME during 2020 please complete and bring Form 8938. Download Form8938  and See More about Form 8938
If you lived abroad during 2020...
See what you need at here.
If you are a Foreign National on a F-1 or J-1 Visa...

• VISA and Passport •Cover page with: Permanent Address where you are a citizen and F-1 or J-1 VISA number. / Actual dates Entered and Left the United States during the Tax Year./ Number of days you were in the United States for during 2018, 2019 and 2020.

If you need ITIN Number
• Fill out the Intake Form and provide a valid passport and Foreign Address.
If you made any Estimated Tax Payments for 2020
provide the Date Paid and Amount Paid of all Federal and State estimated Tax Payments.
Cancelled Check ..
so that we can obtain your Direct Deposit information.
Any other Official Tax Documents...
you received not mentioned above.

Download pdf here

Why Choose Us

Over 21 Years of Experience

We have over 20 years of Accounting and Tax experience.

Low Fees

Our fees are very reasonable and there are no hidden costs.

Over 300 Satisfied Customers

We have helped over 300 people filing taxes.

Help Understanding Rules

We help our customers understanding the complexity of their taxes.

Lowest Tax Possible

We make sure all possible deductions are taken into account..

Help with Tax Returns

We help our customers understand and get their Tax returns.

We’re Filing 2020 Income Taxes, Already!