We provide a full range of tax, accounting and bookkeeping services for individuals as well as businesses throughout the North Shore and surrounding communities. Anthony & Dodge, PC has been assisting generations of families and can provide financial and tax planning with the intimate knowledge of the family structure.
The ever changing nature of tax legislation creates a more complex tax planning process for many business owners and individuals. Our team is committed to monitoring new legislation and developing appropriate tax strategies that can most efficiently and effectively guide our clients to minimize tax liabilities and preserve wealth.
Our core services include:
Anthony & Dodge serves a diverse corporate clientele with federal and multi-state business and tax issues related to choice of entity, operations, and the transition of ownership including mergers and acquisitions. We are experienced with C and S corporations, partnerships, and LLCs and their respective owners. In addition, Anthony & Dodge has extensive expertise with the development and sale of properties.
Partnerships and their owners benefit from the aggregated approach of business and tax planning on behalf of the entire entity. Anthony & Dodge stays on the cutting edge of legislative reform in a preemptive attempt to protect all members of a partnership. Critical to this philosophy is the need for our accounting professionals to become an intricate part of the strategic planning and growth process.
Today, extensive tax law changes and a volatile economy make tax and estate planning more complex than ever. Whether you are a business sole proprietor or an individual saving for your future, the future of your family or starting your senior years, we at Anthony & Dodge have the knowledge and experience that can minimize tax burdens and maximize wealth.
Drafting a will and developing trusts are enormously complex matters. There are important tax considerations and personal concerns. That is why the best course of action is to work with people who thoroughly understand your current business and financial positions. Our team of experts, in conjunction with your attorneys, will help you provide for your family and ensure that your financial wishes are followed. Our trust and estate planning services include:
- Asset protection and preservation
- Preparation of trust and estate tax returns
- Gift planning
- Preparation of gift tax returns
- Coordination and implementation of estate plans
- Proactive responses to legislative changes
- Tax mitigation
- Addressing testator desires and needs
- Trust accounting
Maintaining tax-exempt status is of paramount importance to nonprofit organizations. This not only requires intimate knowledge of accounting and reporting protocols, but very specific and intricate communication with the Boards of nonprofits to ensure compliance with the unique aspects of the organization. Our CPAs have decades of experience managing financial and tax reporting requirements in the nonprofit community.
Services Include:
- Applications for nonprofit status
- Audits, reviews and compilations of financial statements
- Tax compliance and financial reporting
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Accurate and timely financial reporting is essential to any business enterprise; we specialize in supplying a full range of financial services to keep you growing.
These services include but are not limited to:
- Review and compilation of financial statements
- Financial statement attestation services
- General ledger write up.
- Bookkeeping (monthly, quarterly, or annually)
- Accounting system setup and support
- Payroll processing
- Cash flow and financial forecasting
- Personal financial statements
- Employee benefit and profit sharing plans
- Corporate tax planning and return preparation
As the years pass, we become as involved in the health and direction of our clients' businesses as they grow. By maintaining regular meetings and discussing short and long term strategic goals, Anthony & Dodge can better advise firms with respect to mergers and acquisitions, succession planning, partnership development and other key growth and expansion plans.
We provide our clientele with accounting support such as bookkeeping, bill paying, QuickBooks consulting, payroll processing, quarterly filings, tax payments, W2 and 1099 reporting, etc. Thus, freeing our clients to focus on their expertise to enable them to ultimately grow their businesses and achieve their goals. Success is always a fine balance of knowing what your strengths are and supplementing in other areas.
