Business Details
Your Trusted Partner for Accounting and Tax Solutions
South Shore Accounting & Tax Services has been delivering expert accounting and tax services for 35 years, combining deep industry experience with a commitment to personalized client care. As a family-owned business, we prioritize treating every client as part of our extended family, ensuring their financial needs are met with integrity and professionalism. Our team leverages advanced tools like QuickBooks Certified Pro Advisor status and Onvio online portals to streamline accounting processes, offering seamless document management and real-time financial insights.With a foundation built on decades of hands-on experienceincluding small business ownership and specialized tax planningwe provide tailored solutions for entrepreneurs, franchises, life sciences firms, and real estate professionals. Our mission is to simplify complex financial tasks, empower informed decision-making, and foster long-term client success through unwavering dedication to quality and transparency.
Services
Business Tax Services
Personal Tax Services
Accounting Services
Tax Preparation
Tax Planning
Highlights and features
- We offer 35 years of combined experience in accounting and tax services.
- Our family-owned business prioritizes personalized client relationships.
- Certified QuickBooks professionals ensure accurate financial management.
- We utilize Onvio portals for secure, real-time document sharing.
- Specialized expertise in small business accounting and tax planning.
Associations and certifications
- QuickBooks Pro Advisor
- QuickBooks Online Certified Pro Advisor
- IRS Registered Professional Tax Preparer
- Notary Public
Services
Business Tax Services
Comprehensive tax solutions for small businesses, including preparation, planning, and compliance. Our experts ensure accurate filings while optimizing deductions and minimizing liabilities. We specialize in supporting entrepreneurs, franchises, and real estate firms with tailored strategies.
Personal Tax Services
Dedicated tax preparation for individuals, focusing on maximizing refunds and ensuring compliance. We handle complex scenarios like property sales and investment income, providing clear guidance to simplify the filing process for homeowners and professionals.
Accounting Services
End-to-end accounting support, including QuickBooks setup, bookkeeping, and financial reporting. We help businesses maintain organized records, track cash flow, and make data-driven decisions using certified tools and decades of practical expertise.
Tax Preparation
Accurate and timely preparation of federal and state tax returns for businesses and individuals. Our process leverages digital tools like Onvio portals for secure document exchange, ensuring a streamlined experience and error-free submissions.
Tax Planning
Proactive planning to reduce tax burdens and optimize financial outcomes. We analyze client-specific scenarios, offering year-round advice on deductions, credits, and compliance to support long-term financial health for individuals and businesses.
People
TJ Pugliese
Tax Accountant
With over 30 years of experience, TJ specializes in small business and individual tax services. He holds certifications as a QuickBooks Pro Advisor and IRS Registered Tax Preparer, combining hands-on expertise with technical proficiency.
Amanda Pugliese
Certified Tax Preparer
Amanda brings extensive business management experience and QuickBooks certification to her role. She focuses on simplifying tax processes for clients while leveraging her background in hospitality and accounting operations.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, including QuickBooks setup, bookkeeping, financial reporting, and tax compliance tailored to small businesses' needs.
How can you help with tax preparation for individuals?
We handle all aspects of personal tax filing, from maximizing refunds to addressing complex scenarios like property sales or investment income.
Are you certified QuickBooks professionals?
Yes, our team includes QuickBooks Pro Advisors and Online Certified Pro Advisors to ensure expert financial software support.
What industries do you specialize in?
We serve entrepreneurs, franchises, life sciences companies, and real estate professionals with industry-specific accounting and tax strategies.
How do you handle document sharing for tax services?
We use secure Onvio portals for seamless upload and exchange of financial documents, ensuring convenience and data protection.
