Bowers Financial Services specialize in income tax preparation for individuals, from simple W-2 income to more complicated returns involving rentals, royalties, retirement income and more. We also offer income tax services for businesses, including sole proprietorships, Non Profits, partnerships and corporations.
In addition, we offer accounting and bookkeeping services, preparation of tax forms for sales, usage, and personal property tax.
Our mission also is to provide the best quality service to our clients and prospective clients through communication, sound technical advice, and timely responses. We suggest that our clients meet with us periodically during the year to evaluate and project the tax consequences for the year and to minimize tax. We are ready to provide information to you in a format that is useful and reader friendly.
Computerized income tax preparation, electronic filing, refund loans (RALs’) and free review of income tax returns are also parts of BFS’s commitment to service.
We Provide a Wide Range of Services.
Personal Tax Return Preparation
- Personal federal (Form 1040) and state income tax returns
- Estate tax returns (Form 706)
- Sole-proprietorships (Form 1040 Schedule C)
- Investment real estate (From 1040 Schedule E)
- Investment activity (Form 1040 Schedule B & D)
- Trust tax returns (Form 1041)
Business Tax Return Preparation
- C-Corporations
- S-Corporations
- Not-for-Profit Organizations
- Partnerships/LLCs
- Sole-Proprietorships
Tax Planning & Advice for Individuals
- Create Personal Financial Plans (based on client’s objectives)
- Retirement planning (including Roth conversions)
- Offer In Compromise to IRS
- Education planning (including tax incentives)
- Tax strategies for the New Year
Accounting / Bookkeeping Services
- Record monthly all business transactions
- Reconcile bank statements
- Produce monthly Trial Balance, Profit & Loss, and Balance Sheet reports
- Produce year end statements used in preparation of income tax returns
- Fixed asset and depreciation tracking
- Prepare Sales and Use tax returns
Notary Services
- Notary Loan Signing Agent
- General Notary Public Service
- Child Custody Notary Service
- Mobile Notary Service
So contact us today for a FREE consultation and review of your tax situation. You can call us at 617-955-3997 or email us at BFS@BowersFinancial.com