Tax Planning and Preperation

We prepare your personal income taxes and provide you with professional advice year round. We educate our clients to recognize tax reducing expenses in their daily lives. In the event of an audit, a qualified tax attorney, CPA, or enrolled agent will handle the audit at no additional charge.

Planning 2Cambridge provides both a computerized and non-computerized organization system that requires minimal effort to maintain and which are designed to maximize tax savings, file organization, and monitor cash flow. This system is available to clients at no extra charge.

During the planning of taxes our advisors look at Roth conversions, estimated tax payments and withholding, among other things, to utilize your tax bracket.