Proactive tax strategy

for maximum savings

Taxes shouldn’t be a once-a-year scramble. We work with you through the year to plan ahead, keep an eye on what your numbers are doing, and make sure nothing lands on you in April that could have been dealt with in July.

For most of our clients that runs alongside Cape Cod Bookkeeping, because a return is only as good as the records behind it. When the books are already right, filing stops being an event and becomes something that just happens.

We eliminate any surprises at tax time

A big tax bill can throw off your whole year. With Tax Preparation Cape Cod, we check in regularly, track your numbers, and plan ahead so you always know what’s coming. No guesswork, no panic. Just a clear tax strategy that keeps you in control.

Simple, transparent pricing

More Than Just Filing, We help grow your business

Always Available When You Need Us

Your business & personal taxes, handled together.

Your business and personal finances are connected, and your tax strategy should be too. With Individual Tax Services as part of our BOSS Services, we help with everything from business deductions to retirement planning, so you’re always in the best position to save.

Work throughout the year to minimize your taxes

We don’t just crunch numbers at tax time. With Tax Preparation Cape Cod, we check in throughout the year to adjust your strategy, plan for big expenses, and make sure you’re taking advantage of every opportunity to lower your taxes.

Sit back & relax during tax season

By the time tax season comes around, everything is already in place. There is no last-minute hunt for receipts and no surprise balance due, because we have been watching the numbers all year rather than meeting them for the first time in March.

If you also have staff, we can line this up with Payroll Services Cape Cod so the filings and the payroll records agree with each other from the start.

Steve,

It has been nine years since I moved my dental practice to Cape Cod. Initially I was working with a CPA firm,a payroll service and trying to find time to do bookkeeping in house. I must say that after meeting with you and getting all these services under one roof, my life has become much easier. The ability to make one phone call for a tax question, a payroll change or bookkeeping concern has given me much more flexibility to focus on doing the business of dentistry. I think that it is imperative that the CPA I work with has all this information when I need financial advice.

Thanks to you and your professional staff, I have been able to find time to both expand my business and spend more time with my family.

Timothy McAdams D.D.S.,

Triple Play Car Wash LLC is a multi-profit center business located in Attleboro, Massachusetts. We operate a high volume car wash, a Valvoline Express Care oil change facility, an automobile detail center, a large convenience store with a Dunkin Donuts and a Deli as tenants and a fourteen pump Mobil Gas Station.

Steven M. Ellard CPA has advised us on matters ranging from unique depreciation rules in our business to bank financing. We also use their ongoing services for bank account reconciliation, balance sheet reviews, financial reporting and tax returns.

We have been especially pleased with Steve and his staff in the area of management reporting. We have one legal entity with a need to analyze the business five different ways. Steve and team have produced monthly Profit and Loss Statements by department which dramatically improves our ability to manage our business. They have also created pricing analytic reporting and margin analysis tools.

We view Steven M Ellard CPA as both an Accounting Office to keep our statutory requirements in compliance with the IRS and our Bank, as well as a Business Partner and Advisor that focuses on business growth and improvement.

Triple Play Car Wash LLC highly recommends Steven M Ellard CPA to support and improve your business!

Craig T. Lichtenstein,

Is it time for a better tax experience?

Let’s talk about how we can help you keep more of what you earn and make tax season stress-free.

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