Taxation Accounting Services

Taxation

With an ever-changing tax code and increasing regulatory environment, it makes sense to work with a certified public accounting firm that understands your big-picture goals and can help you develop tax strategies that support them.

Taxation With Representation

The concept of tax strategy is simple: minimize your taxes in order to maximize your opportunities. But effective tax strategy is anything but simple. We believe the most effective tax strategy is proactive and planned. We work with you to understand your business objectives, personal goals and fiduciary responsibilities.

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Call us at (413) 536-8510

Our tax researchers and advisors stay abreast of changes in the tax code as they happen, and we apply our deep knowledge and practical experience to understanding how these changes may impact you. We strive to communicate with you throughout the year – we’re with you every step of the way!

Tax planning and return preparation

Taxing authority representation

Estate, gift and trust tax planning

Transactional tax planning and consulting

Business entity selection and consulting

Multi-state tax planning and compliance

Divorce and support taxation issues

Tax effects of buying/selling a business

State and local tax minimization

International taxation

Research and experimentation tax credits

Cost segregation studies

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Experienced Accounting Team

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Taxation Accounting Insights

Matching Roth contributions: potential pitfalls

By Katrina Arona • February 4, 2025

The potential pitfalls of electing to take an employer's matching 401(k) plan contributions as Roth contributions.

Family Matters

By Katrina Arona • January 30, 2025

U.S. citizens are subject to federal gift and estate taxes on transfers of their assets during life (via gift tax) or at death (via estate tax). However, they enjoy certain exemptions, such as exclusions and deductions. For individuals who aren’t U.S. citizens, traditional estate planning tools may not adequately minimize their gift and estate tax exposure.

Handle your IRA rollovers with care

By Katrina Arona • January 16, 2025

There are many several positive reasons for rolling over funds from one IRA to another, or from a 401(k) plan or other employer retirement plan to an IRA. They include wanting to consolidate retirement savings into one account or moving funds from one account into another that offers more attractive investment options. Care should be taken to avoid the common mistakes that can happen when rolling over.