Smith, Sullivan & Brown Fan Club:
"Smith, Sullivan & Company is accessible, attentive, proactive and reliable. They can strategize equaling well with management as they can talk with an inexperienced bookkeeper through the process of untangling debits and credits which have landed in unusual places. We would not want to operate the company without their assistance. Every conversation with them is a mini-course in an aspect of financial management or tax planning. Furthermore, they defy all the common stereotypes of the Certified Public Accountant. The staff at Smith, Sullivan & Company are both personable and fun, as well as bright and insightful."
Patricia J. Annett, Controller, Greater Boston Properties
"Partnering with Smith, Sullivan & Company has been one of the best business decisions we have made here at The Professional Center for Child Development. We have learned so much from Linda and her staff. We have never worked with anyone with such a knowledge and understanding of not only the intricacies of the nonprofit accounting world, but also of the limitations of our funding sources. They help keep us ahead of the curve with new regulations and changes. They work with you - we feel like we are part of a team."
Veryl Anderson, Founder and Executive Director, The Professional Center for Child Developement
"Working with Smith, Sullivan & Company has been wonderful...they are timely, considerate and thorough. Their knowledge of federal and state contracts is excellent, and they have been able to facilitate clear and well thought out plans for our A-133 audits, the UFR, and 990. We are a small nonprofit and Smith, Sullivan & Company gets it."
Lyn Levy Founder and Executive Director, Span, Inc., Boston
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Services for Individuals

  • Tax Planning and Preparation
  • QuickBooks Training and Support
  • Ongoing Accounting Support
  • IRS Representation Services
  • Understanding Your Filing Requirements

 

Individual Tax Preparation

We provide personalized individual tax preparation services at our office in Westborough, Massachusetts.

Click below to download our individual tax preparation PDF documents.
Please download all three documents, as they contain information about our prices and fees.

2017 Tax Cover Letter

2016 Individual Engagement Letter

2016 Tax Organizer

2016 Trust Engagement Letter