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Our tax compliance and planning services offer expert assistance to businesses and individuals seeking to navigate the complexities of the tax system. Our team is highly skilled in all aspects of tax compliance and planning, including tax preparation, tax research, and tax strategy development.
We take the time to fully understand each of our client’s unique tax situations and goals and provide personalized recommendations to help them minimize their tax burden and achieve their financial objectives. Our services are designed to ensure that clients remain in compliance with tax laws and regulations, while also planning for the future to achieve long-term financial success.
No matter what your tax situation may be, our tax compliance and planning services can help you make informed decisions about your taxes.
Lisa Hoskinson is a respected and accomplished certified public accountant with almost 20 years of experience in the industry. Her career began in New Jersey with a medium-sized public accounting firm. She has a strong track record in managing private company and small business audits, reviews, and compilations, and has demonstrated her expertise in preparing and reviewing individual and corporate tax returns. Lisa’s dedication to her clients and her commitment to excellence have earned her a reputation as a trusted and reliable professional.
Jim Gaudreau is an accomplished and highly respected certified public accountant with over 35 years of experience in the industry. He has a diverse background, having worked in both small and large firms before establishing his own practice in 2009. Throughout his career, Jim has earned a reputation for his professionalism and commitment to his clients, and he has consistently demonstrated his ability to deliver exceptional service. As a team member, Jim is known for his ability to work seamlessly with his colleagues and his dedication to helping our clients achieve their goals.
Jim was the Chair for an international not-for-profit organization and a board member for six years. He was also President of the New England chapter for 10 years.
Jeff Murphy has over 40 years of public accounting experience, from working briefly for a large international firm auditing financial services early in his career to being a partner in local and regional firms for over 25 years specializing in a firm’s quality control and auditing practices. Jeff has vast experience in not-for-profit, commercial and employee benefit plan audits.
He has served on the board of directors in the capacity of Treasurer of many Merrimack Valley not-for-profit organizations.
Jeff was an adjunct professor for Merrimack College for over 10 years specializing in auditing and various other accounting courses. He has also been an instructor for various CPA societies’ classes including ethics, staff training, and risk-based auditing.
