617.489.9700 info@tfallen.com
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SERVICE OFFERINGS

For Businesses

We partner with businesses across all industries to provide tailored accounting and tax services. 

Business Tax and Accounting

Our team assists businesses with:

  • Preparation and filing of federal, state, and city tax returns
  • Preparation and review of weekly, monthly, and annual financial statements
  • Design and implementation of tax planning strategies to minimize tax liability and achieve broader business objectives
  • Transaction structuring and entity rationalization
  • Long-term forecasting and scenario modeling
  • Sales and use tax obligations
  • Inventory accounting, revenue recognition, and expense capitalization
  • Cross-border services including transfer pricing analysis and documentation, permanent establishment analysis, and foreign tax credit planning

QuickBooks, Bookkeeping, and Accounting Services

Having an up-to-date understanding of day-to-day cash flow helps businesses attach the correct value to opportunities that arise. Our weekly, monthly, and annual bookkeeping services help our clients:

  • Maintain accurate financial records
  • Improve cash flow management by tracking receivables, payables, and spending
  • Maintain organized records to assist with compliant tax filing
  • Make informed business decisions based on reliable, real-time data

For Individuals

Our team stays up to date with existing tax legislation and its application to our clients’ specific financial situations. Our year-round tax compliance and planning services include:

  • Preparation of individual federal and state tax returns
  • Strategic, personalized guidance and proactive tax planning strategies
  • Retirement planning
  • Maximizing tax deductions and tax credits
  • Ensuring technical accuracy to avoid penalties or assessments by the IRS
  • Representing individuals in the event of an IRS audit