Tax & Financial Services
Our firm services a wide variety of individuals, corporations, limited liability companies, partnerships and trusts. We provide tax and management advisory services (MAS), primarily to wealthy individuals and closely held businesses. Unlike most other accounting firms, we have chosen to limit the services we provide to tax and MAS. The provision of these services requires a full time commitment to our clients and to furthering our expertise in these areas. We do perform financial statement reviews and compilations (but not financial audits) as a service for those clients that require them.
Helping You Help Yourself
As part of your team we will combine our expertise and experience to offer you the best possible service. We work to understand your special circumstances and then offer assistance that is practical, appropriate and helpful. By educating you in the issues and explaining the alternative means of attaining your goals, we can help you help yourself.
We can also provide the assistance you need to deal with the ever-changing tax laws and regulations. Whether it is planning, compliance or support that you need, we are on your team. We offer insight into the issues that you face in your daily operations, both personal and business. We are experienced with the issues involved with business formations and operations and in dealing with legal and insurance advisors. Needless to say, we are also very experienced in dealing with the various taxing authorities throughout the country.
When it comes to tax issues, we are on your side. We can advise you on the best strategies and the risks associated with them. Each client is prepared to accept a different level of risk and we will work with you to develop a plan. After a strategy is implemented, we are prepared to defend our approach.
Planning Makes the Difference
We are available to review your tax and financial profile before the end of each year. We then make suggestions for how the profile may be improved. These suggestions may be either tax or financial in nature. In either event, through planning, the client knows ahead of time what his or her tax profile is likely to be. This is also the most opportune time to raise either tax or financial issues - while they can still be addressed and changed before the end of the year.
We are also experienced with estate and gift tax issues, business succession, mergers and acquisitions and preservation of family wealth. You've made your money -- we can help you keep it!
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Tax & Financial Services | Experience | Contact Info.
Donald J. Engelman & Company
Certified Public Accountants
190 Front Street, Suite 202
Ashland, Massachusetts 01721-1623
Phone: (508) 820-0100
Fax: (508) 881-7844
e-mail: djeco@djeco.net
