Our mission is to provide the highest quality financial accounting, bookkeeping, tax and consulting services to a variety of businesses, individuals and organizations.
We are ready to start a project of any complexity. Email us now!
WE WORK ON A TIMELY BASIS, AT A COST WHICH IS BENEFICIAL TO THE CLIENT.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
Individual and Business Clients
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Our experience and access to the most current developments in the tax laws will minimize both your current and future tax liabilities.
Our tax preparation and research software enable us to accurately and efficiently prepare returns of various types for a wide range of entities.
Estate Tax & Trust
Effective estate and gift planning transfers assets to your beneficiaries and provides security for your surviving spouse. This will reduce or eliminate the tax due on the transfer of your business and other assets.
IRS & DOR Representation
Our years of experience with tax authorities provides a level of competence that will ensure you are confidently represented before the various federal and state tax agencies.
We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner in addition to sales tax submissions in many different vicinities.
Bookkeeping & Write-Up
We provide well-organized financial records to ensure that your day-to-day business operations will run more efficiently and are the foundation of a successful business.
Review & Compilation
We provide solutions for maximizing your company’s profitability and efficiency through our financial reporting process. Our two levels of assurance in financial reporting are Review and Compilation.
We make the payroll service process simple, affordable, and cost-effective for companies of all sizes.
Offer in Compromise
An OIC is when the IRS is willing to settle on a smaller amount than owed regarding tax debt. We have had great success and can assist in preparing an OIC.
Business Entity Selection
We can assist you in evaluating the pros and cons of each Business Entity type to help you determine the most advantageous form of business for your company.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical for the continued success once you decide to depart from day-to-day operations. We will assist you in developing a strategically sound plan.
We can finalize getting your financial affairs in order. This will provide security for your spouse and can reduce or eliminate the tax due on the transfer of your business and other assets.
Financial & Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
We also offer comprehensive Consulting Services. If you do not see a service listed that you are interested in pursuing please reach out to us today.
To request a consultation please fill out our form or call us today. Thank you and we look forward to working with you.
Susan T Gonsalves, CPA
Sue, a graduate of Southeastern Massachusetts University, is a Certified Public Accountant and a partner at Tobin, Gonsalves & Woods, PC. She has been in public accounting since 1987 and licensed with the MA Society of CPA’s since 1992. Sue is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. Her professional experience includes tax and accounting for individuals, businesses, estates, and trusts. Sue is involved in community organizations. She is currently an active board member of Hearts of Hope and has served on various boards in the past. Sue is also involved in animal rescue.
Jared is a graduate of Dighton – Rehoboth Regional High School. He continued his education at the University of Massachusetts, Dartmouth. While there, Jared earned two bachelor’s degrees, one in Management and one in Accounting. He later returned to UMass Dartmouth for his MBA. Jared has been in public accounting since 2010, gaining professional experience in both tax and accounting for individuals, businesses, estates, and trusts. Jared is a Certified Public Accountant and a partner at Tobin, Gonsalves & Woods, P.C.