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.

2020 Tax Cover Letter

2019 Individual Engagement Letter

2019 Individual and Single Member LLC Engagement Letter

2019 Tax Organizer

2019 Trust Engagement Letter