Francis Tax

Tax consultant in Norwood, MA (show on map)

5.0

★★★★★

31 reviews

Francis Tax & Co offers comprehensive tax services including payroll, sales tax, estate & gift preparation, tax controversy resolution, and financial statements for individuals and businesses with 15 years of experience.

Call (617) 286-4022

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About

Francis Tax & Co has 15 years of experience solving complex tax matters for individuals and businesses. They offer payroll services, sales tax services, estate & gift tax preparation, tax controversy resolution, tax preparation and planning, and financial statements.

The firm emphasizes proactive tax management to minimize liabilities and ensure compliance, with expertise in federal, state, and international tax returns, business entity classification, state tax nexus issues, personal tax returns, business acquisitions, and liquidation of businesses. They also handle tax controversy resolution, including offers in compromise, voluntary disclosures, audit defense, penalty abatement, lien and levy releases, and innocent spouse relief.

15 years of experience solving complex tax matters

Outsourced solutions for payroll, sales tax, and financial statements

Comprehensive tax controversy resolution services

Proactive tax preparation and planning

Services

Payroll Services

Francis Tax & Co offers comprehensive payroll tax compliance and payroll tax audit defense services to ensure timely and accurate payroll processing and filing.

Weekly, bi-weekly, or monthly payroll processing Timely payroll delivery All filing obligations and form generation needs met

Sales Tax Services

Francis Tax & Co helps businesses understand and manage sales tax obligations, preparing sales tax returns efficiently and timely.

Comprehensive outsourced solution for monthly transaction tax return preparation and filing State-specific knowledge of sales and use tax professionals Compliance service never offshored or outsourced to third parties Nexus study to analyze business activities and determine tax requirements Tax Matrix service to address product taxability challenges

Estate & Gift Tax Preparation

Francis Tax & Co assists with proactive estate and trust tax planning to minimize taxes and ensure smooth transition to heirs.

Work with legal counsel to structure estate and trusts Handle all estate and trust tax-related matters Gift tax return preparation Estate tax return preparation Gift tax planning

Tax Controversy Resolution

Francis Tax & Co provides comprehensive tax controversy resolution services, including offers in compromise, voluntary disclosures, audit defense, penalty abatement, lien and levy releases, and innocent spouse relief.

Offer In Compromise (OIC) for settling tax obligations for less than the full amount owed Voluntary Disclosure to disclose unpaid tax liabilities or unfulfilled filing requirements Audit Defense Services to represent taxpayers during audits Penalty Abatement Requests to challenge and potentially remove assessed penalties Release of Liens and Levies to protect taxpayer funds Innocent Spouse Relief for spouses unaware of tax liabilities attributable to a current or former spouse

Tax Preparation and Planning

Francis Tax & Co offers proactive tax preparation and planning to minimize future tax liabilities for personal and business taxes.

Effective tax preparation and planning for personal and business taxes Identification of new ways to reduce federal, state, or local tax liabilities Preparation of federal, state, and international tax returns Business entity classification guidance State tax nexus issue analysis Personal tax return preparation Business acquisition tax modeling Liquidation of a business tax structuring

Financial Statements

Francis Tax & Co develops and finalizes accurate and timely financial statements for management decision-making and representation to lenders, partners, and potential buyers.

Work closely with key personnel to develop accurate and timely financial statements Represent business to lenders, partners, potential buyers, and other interested parties