MyTaxLinx

Accountant in Walpole, MA (show on map)

Full-service accounting firm licensed in TX, offering services for business owners, executives, and independent professionals.

Call (508) 915-2277

Navigate to Visit website

About

We help our hardworking clients to protect their wealth and reach their financial goals. Running a small business is not easy!

This commitment requires constant vigilance, quick response to constant challenges and proactive planning. Success results from proper financial management techniques and creative problem solving. We, at MyTaxLinx, want to help you take that extra step toward success. We provide the knowledge and resources to address the complex and vital issues that arise in operating your business. We assist in the development of strategic planning and will advise on routine tactical decisions. We will analyze financial data to find the information you need for critical decisions. We work with you, adding our accounting and tax and management strength to your business skills to provide the confidence you need to make the best decisions for your success. We offer a wide variety of services including monthly accounting, tax planning, business consultation, QuickBooks assistance, payroll, individual and business tax preparation and many more. We believe our commitment and dedication to our clients distinguishes us from others. We understand that many people do not have a comprehensive understanding of the complex tax system. Because each business is unique, we proactively look for areas of improvement and work closely with you on a multitude of business matters. The cookie cutter approach is not good enough for our clients but at the same time will not spin the wheel looking for the silver bullet solution as each situation is different for every other client. Our expertise and versatility provide you with access to a team that is truly committed to the success of your organization. MyTaxLinx wants to be a long term partner in your business success. Call us at 508-915-22 or email [email protected] to arrange a no obligation consultation. Let us work beside you to find your edge to success and help you plan for a profitable future.

Full-service accounting firm with expertise in both individual and business services

Comprehensive tax preparation and problem resolution

QuickBooks setup and training

Specialized elder care and non-profit services

Part-time CFO and strategic business planning

Services

Elder Care

Assistance with day-to-day financial tasks for elderly family members, including bill payment, budgeting, checkbook balancing, and more.

Reviewing and paying household bills Budgeting and record keeping Check writing and checkbook balancing Ensuring money is received, receipted, and deposited Second opinions on household issues Handling day-to-day financial transactions Planning retirement account distributions Organizing and reviewing personal, financial, and legal documents Preparing an inventory of personal assets and investments Identifying and planning retirement income, needs, and goals Determining current and long-term cash flow needs Addressing lifestyle, Social Security, pensions, Medicare, and long-term insurance questions Monitoring investment portfolio Preparing, planning, and filing income, trust, gift, and estate tax Providing referrals to local services and agencies Arranging proper level of care, transportation, and caregiver assessment

Estate Planning

Services to protect personal assets and optimize financial outcomes for individuals.

Planning retirement account distributions Organizing and reviewing personal, financial, and legal documents Preparing an inventory of personal assets and investments Identifying and planning retirement income, needs, and goals Determining current and long-term cash flow needs Addressing lifestyle, Social Security, pensions, Medicare, and long-term insurance questions Monitoring investment portfolio Preparing, planning, and filing income, trust, gift, and estate tax Providing referrals to local services and agencies Arranging proper level of care, transportation, and caregiver assessment

Small Business Accounting

Comprehensive accounting services for small businesses, including bookkeeping, financial reporting, and compliance.

Monthly accounting Tax planning Business consultation QuickBooks assistance Payroll services Individual and business tax preparation

QuickBooks Services

QuickBooks setup, training, and support to help businesses leverage accounting software effectively.

QuickBooks setup QuickBooks training QuickAnswers (support) QuickTuneup (maintenance) Buy QuickBooks and Save (discounted purchases)

Payroll Services

Professional payroll processing and management for businesses.

Payroll processing Tax withholding and reporting Employee benefits administration Compliance with labor laws

Part-Time CFO Services

Strategic financial guidance and management for businesses without a full-time CFO.

Strategic planning Financial analysis Budgeting and forecasting Investment analysis Board reporting

Credentials & Certifications

Certified Public Accountant (CPA) - Texas

Certified Public Accountant (CPA) - Massachusetts

MBA - Johnson and Wales University

B.Com - Sri Venkateswara University, Andhra Pradesh, India

CFSA - Institute of Internal Auditors

SAP FI/CO Certification

Frequently Asked Questions

What is Elder Care and how can it benefit my elderly family members? +

Elder Care services provide assistance with day-to-day financial tasks for elderly family members, including bill payment, budgeting, checkbook balancing, and more, ensuring their financial well-being and independence.

How does MyTaxLinx help with tax preparation and planning? +

MyTaxLinx offers comprehensive tax preparation services, including federal and state tax return preparation, deduction and credit optimization, tax extension filing, and audit support, as well as strategic tax planning to minimize liabilities.

What are the benefits of QuickBooks services provided by MyTaxLinx? +

MyTaxLinx provides QuickBooks setup, training, QuickAnswers support, QuickTuneup maintenance, and discounted purchases, helping businesses leverage QuickBooks effectively for accounting and financial management.

How does MyTaxLinx assist with payroll services? +

MyTaxLinx offers professional payroll processing, tax withholding and reporting, employee benefits administration, and compliance with labor laws, ensuring accurate and timely payroll management for businesses.

What is the process for Part-Time CFO services at MyTaxLinx? +

Part-Time CFO services at MyTaxLinx involve initial assessment of financial situation, development of tailored financial strategies, implementation of those strategies, ongoing monitoring, and regular reporting to stakeholders.

How does MyTaxLinx handle audits, reviews, and compilations? +

MyTaxLinx provides full audits, independent reviews, and compilations of financial statements, following a structured process of planning, fieldwork, reporting, and follow-up to ensure accuracy and compliance.

What services does MyTaxLinx offer for cash flow management? +

MyTaxLinx offers cash flow forecasting, working capital analysis, debt management, and investment of excess cash to optimize and monitor business cash flow effectively.

How can MyTaxLinx assist with bank financing? +

MyTaxLinx assists with loan application preparation, financial statement preparation for lenders, debt restructuring, and cash flow analysis to help businesses secure and manage bank loans and lines of credit.