PROVIDENCE-AREA CPA · RHODE ISLAND & SE MASSACHUSETTS14 Breakneck Hill Rd, Lincoln, RI • (401) 475-6960
SERVICES / TAX

Business tax preparation and year-round planning.

Returns prepared from books we already know, and planning done during the year while it can still change the result. For business owners in Rhode Island and Southeastern Massachusetts.

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Accountant's office
PLANNING, NOT JUST FILING

April is too late to plan.

When we keep your books, tax planning happens throughout the year. We see the numbers as they come in, and talk with you before the big decisions instead of after.

Our CPA is licensed in Rhode Island and Massachusetts.

Business returnsEstimated taxesEntity planningEquipment timing
HOW WE HELP

Tax services.

What we cover for business owners.

01

Business tax returns

S corporation, partnership, C corporation and sole proprietor returns, federal and state.

02

Estimated tax planning

Quarterly estimates based on how the year is actually going, not last year's guess.

03

Entity and incorporation

Choosing between an LLC, S corporation or other structure, and setting it up properly.

04

Equipment and fixed assets

Timing of vehicle and equipment purchases, and depreciation choices, planned before year-end.

05

Owner pay and distributions

Reasonable salary and distributions for S corporation owners, coordinated with payroll.

06

Year-round questions

A CPA you can call before signing the lease, buying the truck or hiring the next person.

COMMON QUESTIONS

Answers before we get started.

Every situation is different. These are the questions owners ask us most.

Do I need tax planning if my returns are already done correctly?

Usually, yes. Tax preparation reports what already happened. Planning looks at decisions while there's still time to change the outcome.

What happens if I wait until tax season?

The year is already closed, so your options are limited. Planning during the year gives you time to adjust estimates, equipment purchases and owner pay.

Can you help me choose a business structure or incorporate?

Yes. We can weigh LLC, S corporation and other options with the tax and accounting side in mind, ideally before the business is set up.

Do you prepare individual returns?

Yes, for our business clients and their families. Business and personal returns are billed separately from monthly accounting.

NEXT STEP

Ready to make the financial side easier?

Tell us where things stand and what you want fixed. We'll start with a short fit conversation, then a review of your books before anyone quotes a price.

Request a Business Financial Review