Are you looking for a firm large enough to offer a full array of bookkeeping, taxation, and consulting services, but small enough to know you on a personal level? Then look no further. We started in 1992 as a small operation and have grown to a group of professionals offering top-notch credentials and experience. Whether you need bookkeeping, tax planning, tax return preparation, personal financial planning, estate and trust, small business consulting, or a full complement of other individualized services, we will give you the full resources you would expect only from a large firm while maintaining the personal touch.
TAXPOCKET: Not only are we offering free audit representation for paid individual tax returns, we have subscribed to a new, innovative tool called Taxpocket. This App will help you track expenses and mileage and link the information directly to your tax preparer. Simply download the App and search for Steve or Cheryl by name, or use their account numbers; Steve 15627 and Cheryl 84157. For more information visit www.taxpocket.com.
IF YOU THINK TURBO TAX MAY BE A GOOD OPTION TAKE A LOOK AT THE LETTER WE RECEIVED FROM ONE OF OUR CLIENTS.
Why NOT Turbo Tax.docx
STARTING A NEW BUSINESS? Call us, 1-781-237-8934, it's what we do. You likely have an idea about what needs to be done but we can tell you exactly where the pitfalls are and what will make your new venture run smoothly. What type of entity should you be? Do you need an Employer Identification Number (EIN)? What does the state want? What does the IRS want? Is sales tax a problem? What causes new businesses the most trouble?
QUICKBOOKS TRAINING: If you feel confident about keeping your own books then give us a call. We can get you started using Quickbooks, the right way. Avoid all the beginner pitfalls and make sure the numbers you rely on are, in fact, correct.
SECURE FILE UPLOAD: Please select the link below to upload any files containing personal information to our offices. This is a Massachusetts law. Emails are easily intercepted and passwords provide little protection. If you wish to provide us with any documentation containing personal information, via email, you need to do so using this link. http://EBPI.LEAPFILE.NET
IDENTITY THEFT: This is a big issue with the IRS. EBPI takes careful steps to secure your personal information. All discarded documents are shredded. Any laptops that might have personal information on them are encrypted. Our computer networks are protected by up-to-date firewalls and antivirus programs. Any online transmissions of data are via encrypted systems. You need to do your part as well. NEVER SEND ANY PERSONAL INFORMATION IN AN EMAIL, to us or anyone else. If you want to send us a notice or other information use our secure file upload system below.
The following link is to the IRS webpage on the subject. If you think you may have a problem take a look. www.irs.gov/uac/Newsroom/Tips-for-Taxpayers,-Victims-about-Identity-Theft-and-Tax-Returns-2014
DONATION VALUE CHECKLIST: Click on the following link www.satruck.org/donation-value-guide to get to a list of appropriate value to assign to you non cash donations.
EMAIL UPDATES: We promise not to fill your inbox with daily or even weekly broadcasts. We will restrict this service to MAJOR updates and newsletter availability postings.