Who we work with
Our services are built for owner-led businesses: one owner, sometimes a spouse or a few employees, and a return that depends on the owner's personal situation as much as the business. Some file Schedule C as sole proprietors or single-member LLCs. Others have elected S corporation status and now have payroll, a second return and a Massachusetts excise to manage.
What they tend to have in common is that the books, the tax return and the owner's decisions have been handled separately, by different people or at different times of year.
That separation is where most avoidable problems start: an estimated payment worked out from last year's figures, an owner salary that no one revisited, a deduction with no record behind it. Connecting those pieces is the point of working with one practice.
What we help with
The services connect: the return is built from books we keep or review, so figures do not have to be reconstructed each spring.
- Monthly bookkeeping, with a month-end close and statements you can read
- Catch-up bookkeeping when the records have fallen behind
- Business tax returns: Schedule C, Form 1120-S and Massachusetts Form 355S
- Individual returns, federal Form 1040 and Massachusetts Form 1
- Tax planning during the year, including whether an S corporation election makes sense
- Payroll support, with who does which task agreed in writing
- Explaining IRS and Massachusetts notices and organizing the records and filings they ask for
What owners usually bring
A first conversation is most useful when it starts from real figures. You do not need everything, but these help:
- The last two years of business and personal returns
- Current-year books, or bank and card statements if the books are behind
- Payroll reports, if you have payroll
- Any IRS or Massachusetts notices received
- A short list of what you want to change or decide this year
The page on what to bring to an accounting consultation has the full list.
What we do not do
We do not audit or review financial statements, process payroll, or give legal advice on entity formation. We do not quote savings before seeing your figures. If something falls outside our scope, we say so at the start.
Easton owners also ask about things that are not accounting at all, such as forming an LLC, drafting an operating agreement or choosing insurance. Those need an attorney or another adviser, and it is better to know that before the first meeting than after.
Where we come in
We give you a scope and a price in writing before anything starts. Call (508) 205-7333 or use the contact page to arrange a first conversation.
General information for owner-led businesses, not advice for your specific situation. Tax and accounting rules change, and how they apply depends on facts particular to your business. Talk to us — or to another qualified professional — before acting on anything here.
