Boston, MA · Serving Mass.
Tax and advisory for Boston companies and high-net-worth families.
Biotech, technology and professional firms around Boston and Cambridge, and the families who own them, face Massachusetts rules such as the surtax on income above about $1 million. We advise them remotely from our Virginia headquarters, with on-site visits as needed.
Metro areas we serve
Engagements are led from our Virginia headquarters with secure document exchange and on-site visits when needed.
Boston, MA tax issues
Local rules we know well
Federal rules are the same everywhere. State and local rules are not.
- Massachusetts 4% surtaxPlanning the timing of bonuses, business sales and stock sales around the surtax on income above the annual threshold.
- Pass-through entity exciseMassachusetts PTE excise elections and credits for owners.
- R&D credits for biotech and techFederal and Massachusetts research credits and section 174A expensing.
- Estate and residency planningMassachusetts estate tax and documenting moves into or out of the state.
Services in Boston, MA
Our full practice, available here.
IRS Audit Representation
CPA representation for IRS and state tax audits, appeals, collections and penalty abatement.
Learn moreTaxBusiness Tax
Tax planning and compliance for mid-size businesses: S corporations, partnerships, C corporations, multi-state nexus, sales and use tax and entity structuring.
Learn moreAssuranceAudit & Assurance
Independent financial statement audits, reviews, compilations and employee benefit plan (401(k)) audits for private companies, government contractors and nonprofits.
Learn moreFederal contractorsGovernment Contracting Compliance
DCAA-compliant accounting systems, incurred cost submissions, indirect rates, pre-award surveys and SBA 8(a) support for federal contractors in the Washington, DC region and nationwide.
Learn moreTransactionsMergers & Acquisitions
Buy-side and sell-side financial due diligence, quality of earnings (QoE) reports, net working capital analysis, tax due diligence and business valuations for middle-market transactions.
Learn moreCommunities we serve
Serving the Massachusetts
Start a conversation
Looking for an advisor in Boston, MA?
Tell us what you need. A senior advisor will reply within one business day.