Tax Planning and Advisory Services

Tax solutions, not just services.

Your tax planning strategy should be an integral part of your business plan, not an afterthought. Whether you're a start-up about to turn a profit or an established business exploring expansion options, our expert tax advisors ensure your tax strategy aligns perfectly with your business goals.

We work with businesses of all sizes, from large corporations to sole proprietors, to identify potential risk areas and propose strategies for improvement. By using the information we gather through the tax preparation process, we identify and analyze additional needs-such as financing, budgeting, forecasting, succession planning, international expansion, estate and trust planning, and mergers and acquisitions. With proper planning, you can structure significant events like these to maximize tax opportunities and retain more of your profits.

Tax planning is an ongoing process of monitoring, adapting, and optimizing, ensuring that your business stays ahead of the curve in the ever-changing tax landscape. That's why our tax consulting services don't stop at the end of tax season. We work with you throughout the year, offering timely advice and insights to ensure that your tax strategy continues to serve you as laws evolve and your business grows.

Taxes are an obligation, but they can also be an opportunity. Contact us today to learn how we can help you discover the best tax strategy for your business.

Explore Our Comprehensive Tax Planning and Advisory Services

At Tonneson + Co, we offer a wide range of tax planning and advisory offerings designed to meet the unique needs of businesses in Boston and beyond. Our services include:

  • Sales Tax and Other Tax Returns: Ensure accurate and timely filing of sales tax and other tax returns, minimizing liabilities and avoiding penalties.
  • State, Local, and Multi-Jurisdictional Tax Matters: Navigate the complexities of state, local, and multi-jurisdictional tax issues with expert guidance tailored to your business's specific needs.
  • Business and Individual Tax Planning: Strategic tax planning for businesses and individuals, designed to reduce tax liabilities and maximize financial outcomes.
  • International Tax Planning and Coordination: Expertise in managing international tax matters, ensuring compliance and optimization of cross-border tax strategies.
  • Representation Before IRS, State, and Local Tax Authorities: Professional representation during audits and disputes with the IRS, state, and local tax authorities to protect your business interests.
  • Preparation of Federal, State, and Local Tax Returns: Comprehensive preparation and filing of federal, state, and local tax returns, ensuring compliance and accuracy.
  • Business Tax Planning and Deferral Strategies: Develop and implement tax deferral strategies to optimize cash flow and improve your business's financial position.
  • Choice of Entity (C-Corporation, S-Corporation, LLC, or LLP): Expert advice on choosing the best legal entity for your business to optimize tax benefits and align with your long-term goals.

Our tax planning and advisory services are designed to provide strategic insights and maximize the financial health of your business. Our experienced tax advisors are committed to helping you navigate the complexities of tax planning with precision and confidence. Let's partner together to develop a customized tax strategy that meets your unique needs and goals. Contact us today to learn more about how our tax advisory services can benefit your business.

Consult with Our Tax Experts

Our team of dedicated tax advisors is ready to provide you with tailored tax strategies that meet your business needs. Contact us today to learn how we can help optimize your tax planning.

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Wakefield, MA
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Wakefield, MA
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Wakefield, MA
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Wakefield, MA
Managing Director
Baton Rouge, Louisiana
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Wakefield, MA
Managing Director
Wakefield, MA
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Columbia, MD
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Wakefield, MA
Director
Winter Garden, FL
Associate
Buena Vista, VA
Associate
Wakefield, MA
Manager
Wakefield, MA

Pleasure to work with

We have been doing business with Tonneson for over seven years.  Their team is easy to work with and very punctual at meeting deadlines. They are very knowledgeable and informative. On my behalf, I work closely with Joe Lanzi, Rick Mastrocola, and Marie Doucette. They are a pleasure to work with. Our Controller interacts with several members of the audit and tax teams and is very pleased with the services they provide.
—Charlie Masiello | Director, Crystal Motor Express

Valuable business partner

We’ve been working with the team at Tonneson + Co for over 35 years. Their work is timely and accurate, and they are a pleasure to work with. Their team stays current on tax and estate laws, always putting client concerns first. Tonneson is a valuable business partner, playing a key role in our success.

—Michael Tamasi | President & CEO, Accurounds

Financial experts

We have been a client of Tonneson since 1988. We are a small family Logistics company that requires specific financial needs. We have always relied on Tonneson to provide the financial expertise necessary to secure the financing for working capital and equipment purchases. We have gone through several audits and because of the detailed auditing process that Tonneson provides, our experience has been painless. They have been responsive to all our requests and needs. Our business continues to grow and knowing we have Tonneson as our financial partner makes the journey a little easier.

—Michael O'Brien | CEO, Eagle Air Freight, Inc.

Sound financial advice

We have been a client of Tonneson for four decades. We have always received sound financial advice and excellent accounting services over the years. We consider Tonneson to be one of our highly trusted partners.

—Steven Tamasi | President, Boston Centerless

Valued and strategic partner

I consider Tonneson a valued and strategic partner of Signet.

—Bradford Caron | President, Signet

Connect with Boston's Trusted Accountants

Whether you’re an individual, a privately-held business, or a non-profit, our team can help you.

Get the conversation started with our experts today.