Tax Planning and Consulting

Tax solutions, not just services.

Your tax 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, we’re here to ensure that your tax strategy is aligned 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 isn’t a one-time event—it’s a continuous process of monitoring, adapting, and optimizing. 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.

One tax consultant types on a computer, while another consultant looks over their shoulder at the screen.
A tax accountant writes down notes while looking at an iPad in his other hand.

Our business tax planning and consulting services include:

  • Sales tax and other tax returns
  • State, local, and multi-jurisdictional tax matters
  • Business and individual tax planning
  • International tax planning and coordination
  • Representation before IRS, state, and local tax authorities
  • Preparation of federal, state, and local tax returns
  • Business tax planning and deferral strategies
  • Profit enhancement planning
  • Choice of entity (C-corporation, S-Corporation, LLC, or LLP)
Let's work together

Talk to an Expert

Amy Phelan

Shareholder
Wakefield, MA

Joseph Lanzi

Shareholder
Wakefield, MA

Scott Garabedian

Shareholder
Wakefield, MA

Heidi MacLean

Shareholder
Wakefield, MA

Monique Blystad

Managing Director
Baton Rouge, Louisiana

Susie Cunha Carroll

Managing Director
Wakefield, MA

Wanny Baez

Manager
Wakefield, MA

Jessica Clancy

Shareholder
Wakefield, MA

Thomas Fulchino

Managing Director
Wakefield, MA

Patrice Goodwin

Shareholder
Columbia, MD

Krissy Moriarty

Managing Director
Wakefield, MA

Caleb Berry

Manager
Wakefield, MA

Jacqueline Lourenco

Manager
Winter Garden, FL

Jacklynn Larson

Associate
Buena Vista, VA

Ryan Groark

Associate
Wakefield, MA

Vera Su

Manager
Wakefield, MA

Smita Kapadia

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

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