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Tax Preparation & Planning

Tax season isn't the only time to think about taxes. Nearly every business decision you make has a tax consequence, and at Cowan Bolduc Doherty we believe working with a tax professional year-round can help you make informed decisions to minimize tax liabilities and take advantage of every possible incentive.

It's absolutely necessary to gain a thorough understanding of your company's operations, tax elections and methods, not only to prepare an accurate, complete set of returns, but also to find the most effective means to save additional tax dollars and meet your financial objectives.

From implementing tax-saving strategies and reviewing new legislation to evaluating current elections and amending returns, our staff works tirelessly throughout the entire year to find the most effective ways to save you tax dollars and keep more of your hard-earned profits. When CBD is your tax team, we really are your tax team, and we'll provide ongoing assistance throughout the year, not just during the year-end procedures.

CBD's tax professionals include specialists with MST and MSA degrees. They are strategic thinkers trained to look at your entire tax situation—state, multi-state, federal, multi-year—to create long-term tax minimization approaches. In addition to cash flow considerations, we also believe that tax planning is most effective when it is integrated with, and fully supports your business plan and personal goals.

Specific tax preparation and planning services include:

  • Tax return preparation
  • IRS and state audit representation
  • Strategic income tax planning for business owners and high net worth individuals
  • Estate and gift tax planning
  • Strategic income tax planning for commercial enterprises
  • Executive compensation
  • Mergers, acquisitions, divestitures and due diligence

Our approach to tax planning will help you better understand the tax implications of any proposed course of action, and together we can make the right decisions for your business.

For more information on our tax services, please email cbd@cbdcpa.com or call 978.620.2000.

“CBD provides their clients with partner-level attention that would rival a large accounting firm. They always focused on us as if we were their largest client, even when we were far from it.“

Joseph P. Faro

President/CEO Joseph's Gourmet Pasta and Sauces