CBJV
Phone: 978-957-1421
Fax: 978-957-3480
e-mail: djarry@cbjv.com
e-mail: sbourret@cbjv.com
 

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Tax Preparation & Planning

Tax Preparation & Planning

"Taxes are your single largest expense throughout your lifetime."

The team of tax professionals at Cain, Bourret, Jarry & Associates LLC will work with you to keep your taxes to a minimum and develop effective tax planning techniques to achieve your personal and business goals.  As your trusted advisor we understand your needs and the financial impact that various decisions can have on your life situation and investment needs.  Our professionals have the knowledge and expertise to develop plans customized for your situation. Our firm and its staff are available twelve months a year to assist our clients with addressing any tax needs.

  • Tax Preparation Services: Today’s tax laws are so complicated it is easy to overlook deductions and credits to which you are entitled. Each of our tax professionals prepares hundreds of tax returns each year. We have the knowledge and expertise in filing returns for individuals, corporations, partnerships, LLC’s, trusts, estates and not-for-profits. We also provide tax preparation services for all US states and Canada.

  • Tax Planning and Consulting: Tax planning means you determine the tax effect BEFORE you enter into the transaction. We will assist you in future tax planning and mitigation, tax projections, utilizing tax, credits and tax incentives, and determining estimated tax payments. Tax consulting is available for all types and sizes of business. You will obtain a comprehensive understanding on many topics, such as starting a new business, changing business ownership, mergers & acquisitions, selling a business and operating a business.

  • Tax Audit Support & Tax Assessment Negotiation: We provide complete representation support with the IRS or state agency so you don’t have to! Whether it’s responding to tax inquiries or negotiating a reduced tax assessment, we can ensure the government will not collect more than the entitled amount.

  • Tax Consulting for Retirement & Estate Planning: We can assist you in planning for life’s important changes and the future. Regulations governing taxation of trusts and estates at both the federal and local levels are extremely complex and subject to constant change. We can provide insightful ideas and options to protect your retirement and legacy.

Contact Information:
David A. Jarry, CPA, MST, Partner
Email: djarry@cbjv.com



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