D R Lucas Tax Associates, Inc.

Tax preparation service in Middleborough, MA (show on map)

3.0

★★★☆☆

6 reviews

Providing outstanding services in the area of bookkeeping, tax, payroll, legal entity setup, Quickbooks ProAdvisor, new accounting system setup.

Call (508) 946-4630

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About

D. R.

Lucas Tax Associates, Inc. is a full-service accounting practice founded in 1982 by Dana R. Lucas, a Babson College graduate with 13 years of private industry accounting experience. The firm provides comprehensive tax and accounting services year-round, including bookkeeping, payroll, tax planning, legal entity setup, QuickBooks ProAdvisor services, and new accounting system setup. With a focus on personalized attention and advanced training, the firm aims to ensure client success through close partnerships and continuous professional education.

Personalized, quality service

Proactive tax planning

Comprehensive accounting services

Year-round availability

Services

Employee Benefit Plans

Assistance with the development, implementation, and administration of employer-provided benefit plans.

Accounting Services

Timely and accurate financial information provision including general ledger preparation, bookkeeping, accounting system setup, computerized payroll, and business tax return preparation.

General ledger & financial statement preparation Bookkeeping (Monthly/Quarterly/Annual) Accounting system setup for new businesses Computerized payroll services Business tax return preparation (Sales & Use/ Business Property) Personal financial statements

Bookkeeping/Write-Up

Day-to-day bookkeeping tasks to ensure efficient business operations.

Financial Statements

Preparation of financial statements in accordance with professional standards.

Tax Services

Proactive tax planning and preparation for individuals and businesses.

Tax planning & return preparation for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts & gift, not-for-profit organizations Taxing authority representation Divorce and support issues Tax effects of buying/selling a business

Tax Planning & Preparation

Developing tax strategies that leverage new tax laws and legislation.

Credentials & Certifications

B.S. in Accounting

Since 1982

Reviews

Rating

★★★☆☆

Reviews

"He has saved me money by his knowledge of tax law."

Frequently Asked Questions

What are catch-up retirement savings? +

Catch-up contributions allow participants age 50 and older to contribute an additional amount in excess of the normal limits to retirement plans such as IRAs, 401(k), 403(b), 457, SEP IRA, and SIMPLE plans. The separate limits for catch-up contributions are $1,000 for IRAs (2007), $5,000 for 401(k), 403(b), 457, and SEP IRA (2006-2007), and $2,500 for SIMPLE plans (2006-2007).