Year-round tax planning
Tax strategy and advice throughout the year.
PenCoast Tax Services
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About PenCoast Tax Services
Tax services include year-round planning, income tax preparation, IRS audit support, and estate tax guidance. Small business services cover entity choice, quarterly estimates, payroll, and sales tax filings. Tax education resources include explainers, video walk-throughs, and downloadable forms. The practice works with individuals facing financial changes as well as small businesses, and develops tax strategies around each client's situation and goals. Consultations are available by phone, video chat, and email, with a client portal for reviewing and downloading documents. Ongoing support and periodic reviews are part of the process. Specialties include estate and inheritance tax considerations coordinated with an attorney, and tax planning that connects current decisions with future goals. Located in Belmont.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Income tax preparation
Document review, preparation, and filing.
Small business taxes
Support for estimates, payroll, and sales tax filings.
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