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Tax Planning and Preparation

Minimize your tax liabilties using legitimate tax planning strategies while maximizing your financial statement income. Choose an adviosr who always has your best interests at heart, who never has hidden agendas, and is always available to answer your questions.  Call on our team of professionals for proactive and creative advice.  We’re always looking for the best tax strategies to form a plan now so that there are no surprises later.

Call us when you need:

  • Tax planning
  • Individual and family tax return preparation
  • Representation during an IRS audit
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“Waltham Services has been a very happy client with PFC. We consider PFC a most valued business advisor. Dave Lorenzi, as lead auditor and advisor, is terrific. We’ve also tapped into the...
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Clarke Keenan
President at Waltham Services, Inc.
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