Tax Preparation & Planning


Tax time already? Bring it.

By The Book Accounting takes the guesswork out of preparing your taxes, so you can confidently present your taxes to Uncle Sam, without worrying about what will await you on the back end. From reconciling receipts and invoices, to calculating mileage and expenses, we’ll make sure your return is meticulously prepared and organized. Plus, we’re fast and efficient and continually follow up, so you’ll always know the status of your return without having to ask.

We provide tax preparation and tax planning services year-round for individual and corporate clients. Read on to see how we can help you.

When I got a letter from the IRS, I couldn’t figure out what they were doing sending me a bill and a check!  I didn’t know what to do, so I took it to my accountant.  When I arrived in her office, Bernadette got on the phone, called the IRS and resolved the issue in a matter of minutes.  Come to find out…..the IRS had made a mistake!   It’s so good to have Bernadette as my accountant!” –  Jean Vallee, Permit Management Group

Individual Tax Returns

We also work with individual taxpayers to help them file their taxes.  If you have day care expenses, mortgage interest or stock sales, we can handle.  We are devoted to staying abreast of the tax law changes and will work to ensure you take advantage of every deduction available to you.  You may schedule an appointment to come into the office or you can use our secure online portal.  Believe it or not, many of our clients never step foot in our office.  Thanks to technology, we can handle everything via the portal.  We even have clients (locally and in other states), whom we have never met.  So location is never an issue.

Corporate & Partnership Tax Returns

Tax laws change constantly. Count on By The Book Accounting to stay on top of all those changes and how they impact your business. We’ll not only keep you compliant, but rest assured, we’ll turn over every stone to make sure you get all the deductions you’re entitled to.  We have experience preparing returns for C Corporations, S Corporation, Partnerships, Estates and Trust and LLCs.

Tax Planning

Want to avoid surprises at tax time? Contact us about our tax planning services. These sessions are specifically designed to make sure you’ve paid enough in taxes. We recommend tax planning services if you:

  • Were surprised with a tax bill last year
  • Recently made a transition from employee to business owner/contractor
  • Are a business owner or consultant with fluctuating income

Book your tax planning session or contact us for more information, and see what it’s like to approach tax time with confidence! Remember, tax evasion is a crime, tax avoidance is not!