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We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Tax Newsletters

Every fall, we publish 2 newsletters providing the latest in year end tax planning and tax compliance news and advice, for your business and for yourself. You can view or download these newsletters in PDF format by clicking on the links below.

We urge you to review these newsletters carefully to learn about any tax changes that may affect your return.  Then call us at 401-738-2900 if you have any questions or concerns.

2020 Year End Tax Planning for Individuals

What's inside: 

COVID-19 tax changes and delays   2020 tax rates   Standard Deduction & Personal Exemptions     Accelerating or Deferring Income   Retirement Plan Contributions   Common Deductions and Credits     Investments    Health Coverage Issues

Click here to open this newsletter.

2020 Year End Tax Compliance & Tax Planning for Business Owners

What's inside: 

Accelerating or Deferring Income & Deductions     Employer Tax Credits    QBI Deduction   Home Office Deduction    Other Deductions      State & Local Filings   New 1099-NEC    W-2s and W-4   Reimbursed Expenses     Travel & Entertainment    

Click here to open this newsletter.

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What Others Say

"Your firm has done much more for us than put the numbers in order; you have eased our minds for the future and allowed us to gear ourselves to thrive in the upcoming years. We feel comfortable asking questions, we truly believe that you want us to succeed, and we can focus on our business because of that."

"Many thanks for all the fine work you did on my tax returns. I am very grateful."

"Now that the dust has settled with the sale of my business, I wanted to take a minute to truly THANK YOU. You cared beyond what is required, and I will not forget that. Of all the business relationships that I have built, I am so fortunate to have you in my corner."

"Neil and his firm have been instrumental in helping several of my clients get their financial house in order. He is a consummate professional and an asset to the lending community."