Tax Services for Individuals

I’m an orthopaedic surgeon in the Boston area and your firm assisted in my tax prep this year. I had an exceptionally positive experience with your office staff and assistants and plan on returning regularly for my tax preparation and accounting needs. Thank you!

– Donald, MD

Not all tax preparers are created equal.

We specialize and personalize tax preparation for healthcare professionals. When completing your returns, we don’t just put numbers in a software template form.

Our CPAs and IRS Enrolled Agents think for you, something that store bought tax software can’t do. We interact and listen to you, ask you questions to assess the particulars of your situation, and leverage our training and professional experience to complete your returns.

We work with you throughout the year to help you make sound financial decisions that will minimize your tax liability on April 15th and ensure your financial health. Your preparer is available to you year-round to address any concerns you have and evaluate the tax implications of decisions you may make throughout the year.

Additionally, we’re mobile: should you move out-of-state, you can still retain our services. We’ve prepared returns for fellows, residents and doctors who have moved to every state in the U.S.

We’re happy to meet with you to discuss how our services can best be tailored for you. Our professional tax preparation services include:


  • Preparation of your Federal income tax return
  • Preparation of one state income tax return
  • Additional state tax returns available for an additional fee
  • Calculation of any required quarterly estimated tax payments
  • Preparation of quarterly tax payment vouchers
  • IRS representation and problem resolution concerning any return we prepared


Contact us today at


We’re here to help!