Bookswright Advisors

Business Details

Your Trusted Partner for Tax & Accounting Solutions

At Bookswright Advisors, we specialize in transforming complex financial challenges into streamlined solutions for businesses and individuals. With over fifteen years of expertise in taxation and small business accounting, our team delivers strategic tax planning, comprehensive accounting services, and expert IRS representation. We prioritize personalized service, developing customized strategies to minimize tax liabilities while ensuring full compliance with evolving regulations. Our commitment extends beyond numberswe provide cybersecurity resources to protect your business and offer guidance on critical financial decisions, from retirement planning to business transactions.

Backed by credentials including Enrolled Agent status and memberships in leading tax professional associations, we combine deep industry knowledge with a client-centric approach. Whether you're navigating tax audits, seeking compliance support, or preparing for long-term growth, our Arlington-based team is dedicated to empowering your financial success with integrity and precision.

Services

Tax Planning Accounting IRS Representation Tax Compliance Cybersecurity Consulting

Highlights and features

We offer 15+ years of specialized tax expertise for individuals and small businesses.
Our customized tax planning strategies minimize liabilities while ensuring compliance.
We provide expert IRS representation for audits and collections cases.
We combine accounting services with cybersecurity resources to protect client data.
Our team holds professional credentials from the National Association of Enrolled Agents.

Associations and certifications

Enrolled Agent (EA)

Website

Update Listing

Services

Tax Planning

Our tax planning services develop customized strategies to minimize liabilities for individuals and businesses. We analyze your financial situation to implement year-round tax-saving measures while ensuring compliance with federal and state regulations. Our expertise covers business start-ups, rental properties, and international reporting.

IRS Representation

We provide expert IRS representation for audits, collections, and compliance issues. Our team negotiates installment agreements, handles back taxes, and manages audits with federal and state agencies. With deep knowledge of tax law, we protect your interests during examinations or enforcement actions.

Accounting Solutions

Our accounting services handle day-to-day financial operations so you can focus on business growth. We offer comprehensive support for bookkeeping, payroll, financial reporting, and compliance. Tailored solutions ensure accurate records and strategic financial insights for small businesses and entrepreneurs.

Cybersecurity Resources

We provide cybersecurity guidance to protect sensitive business and client data. Resources include threat education, security best practices, and risk mitigation strategies tailored for small businesses. Our materials help identify vulnerabilities and implement cost-effective protections against cyber threats.

Tax Compliance

Our tax compliance services ensure accurate and timely filing for individuals and businesses. We manage federal and state returns, late filings, and complex reporting requirements. Specialized support includes rental income, self-employment taxes, and international asset disclosures to maintain full regulatory compliance.

People

Jonathan P. Cormier

Enrolled Agent

Jonathan Cormier is an Enrolled Agent with 15+ years of experience in tax and small business accounting. He specializes in tax planning, IRS representation, and compliance solutions. A graduate of Fitchburg State University with dual degrees in Business Administration, he serves clients from Arlington, MA.

Questions

What tax services do you offer for small businesses?

We provide tax planning, compliance, and IRS representation for small businesses, including entity selection, payroll tax, and audit support.

Do you help with back taxes or IRS audits?

Yes, we specialize in resolving back tax filings and representing clients during IRS audits, collections, and compliance issues.

What cybersecurity resources are available?

We offer free guides on cybersecurity best practices, including threat prevention and data protection strategies for small businesses.

Reviews (4)

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Casey Campetti

Mar 26, 2021 Report

We absolutely ADORE Lisa and trust her with our taxes every year! I always feel empowered and in the driver's seat when we meet with her, because she takes the time to work through everything without talking down to us. She's incredibly personable and professional, highly recommend her!

Jackie Maurer

Nov 03, 2020 Report

Lisa Wright and Bookswright saved me! Lisa has helped my business get caught up on bookkeeping/taxes and to bring my bookkeeping and taxes into sync under a single umbrella. It is so much easier (and cost effective) combining these than going with separate providers!
Wrightbooks straightened out my books set up correcting errors from past bookkeepers. Lisa is knowledgable, strategic, sticks to agreed upon deadlines, and keeps me on track so she can stay on track! The relief as a business owner of having a trusted partner who I know will provide expert guidance and do everything correctly, is beyond

Honi Kawut

Sep 11, 2020 Report

I had been a business client of a large CPA firm for many years. I heard from them at tax time and that was it I decided that I needed a more personal relationship with my financial advisor and switched to Lisa. It has been my best business move to date. She is efficient, reliable and communicates throughout the year. She is on top of all PPP rules and regulations as they happen and communicates them immediately. She is concerned about the bottom line of my business and delivers so much more than just the taxes. Thank you Lisa, my money is in your hands!

Kevin Willett

Sep 05, 2017 Report

Lisa understands the import of building relationships with her clients. She works with them through out the year because she knows its not just about delivering financial statements and tax returns anymore, but rather working in partnership with her clients to help build sustainable, profitable businesses and prosperous lives. I highly recommend her to my friends.