Strategic Tax Planning and Return Preparation

We Will Minimize Liabilities and Maximize Opportunities

We know one of your top priorities is paying less tax. This is best achieved through comprehensive tax planning. Whether you’re a business or an individual, your dedicated tax advisor will work with you year-round to develop a highly-personalized plan with tax-saving strategies that are tailored to your unique situation.

We are diligent about remaining up-to-date on the changing tax laws that affect you, and are committed examining all the tax-saving opportunities available to you—while remaining in full compliance with IRS statutes. We understand how a heavy tax burden negatively impacts a business’s cash flow. Our goal is to minimize your tax liabilities, freeing capital to re-invest or take advantage of future opportunities.

To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our web site. Login any time to review the documents electronically and track the progress of your e-filed return.

Client Center

- Individual Clients
- Business Clients
- Client Employee

- QuickBooks Hosted

- QuickBooks Online

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Phone: (508) 896-3377 • Fax: (508) 896-0001
Email: info@stevenmellardcpa.com