Business Details
Expert Accounting and Tax Services in Cumberland, RI
We are a dedicated accounting firm committed to providing outstanding service rooted in professionalism, responsiveness, and quality. With expertise in tax preparation, financial planning, and business advisory services, we support individuals, businesses, and nonprofit organizations. Our team offers personalized guidance to help clients navigate complex tax codes, optimize financial strategies, and achieve long-term success.Backed by years of experience and a focus on client satisfaction, we deliver tailored solutions for diverse industries, including construction, healthcare, and real estate. Our commitment to continuous learning ensures we stay ahead of evolving tax regulations, providing reliable advice that maximizes value for every client.
Services
Tax Preparation
Business Accounting
QuickBooks Services
Payroll Services
Tax Relief
Estate Planning
Audit Services
Nonprofit Accounting
IRS Representation
Financial Planning
Highlights and features
- We provide IRS audit representation with proven compliance expertise.
- Our industry-specific knowledge serves construction, healthcare, and real estate sectors.
- We offer personalized QuickBooks setup and training for small businesses.
- Our team has resolved over 50 times the value of client tax issues.
- We guarantee year-round tax planning to maximize deductions and credits.
What people say
Excellent service
Hassle free
Great service
Best professional
50 times value
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filings for individuals and businesses. We specialize in maximizing deductions while minimizing liabilities through strategic planning. Clients benefit from our deep understanding of evolving tax codes and personalized approach to IRS compliance, ensuring confidence during tax season.
Business Accounting
We deliver comprehensive accounting solutions tailored to small and mid-sized businesses. Services include bookkeeping, payroll management, and financial reporting to improve operational efficiency. Our expertise helps clients maintain compliance, track cash flow, and make informed financial decisions aligned with business growth.
QuickBooks Services
Our QuickBooks specialists offer setup, customization, and training to streamline financial workflows. We provide ongoing support for cloud-based systems, ensuring seamless integration with business operations. Clients gain actionable insights through customized reports and real-time financial tracking to enhance decision-making.
IRS Representation
We provide expert IRS audit representation and tax relief solutions for individuals and businesses. Our team negotiates payment plans, resolves liens, and addresses back-tax issues with confidentiality and efficiency. Clients receive proactive strategies to resolve disputes while minimizing financial impact.
Financial Planning
Our financial planning services focus on retirement strategies, estate planning, and wealth preservation. We develop customized roadmaps to achieve long-term goals while mitigating risks. Clients receive ongoing guidance to adapt plans as life circumstances evolve, ensuring sustained financial security.
Questions
What tax planning services do you offer for small businesses?
We provide year-round tax planning to identify deductions, manage liabilities, and ensure compliance with state and federal regulations.
Can you help with QuickBooks setup for new businesses?
Yes, we offer customized QuickBooks setup, integrating third-party tools and training staff for efficient financial management.
Do you handle IRS audit representation?
Yes, our team provides audit defense, negotiating resolutions for liens, levies, and payment plans with the IRS.
What industries do you specialize in?
We serve construction, healthcare, real estate, law firms, and manufacturers with tailored accounting solutions.
What financial planning options exist for retirees?
We create personalized retirement plans considering tax implications, investment strategies, and estate preservation goals.
Reviews (1)
Stephen Braley
Jun 06, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Peter, as well as the entire staff are kind and warm hearted. Every year they make this time of year easy and welcome. I live 3 hrs from Lockey Pierce, I wouldnt think of ever going anywhere else.
Peter, as well as the entire staff are kind and warm hearted. Every year they make this time of year easy and welcome. I live 3 hrs from Lockey Pierce, I wouldnt think of ever going anywhere else.
