services
Individual Tax
Preparing & filing an individual’s Federal and State returns by calculating their worldwide income, deductions, & credits with the tax authorities to fulfill their tax liability.
Corporate Tax
Preparing a business return while optimizing deductions and credits to minimize the company’s tax liability.
Partnerships
Preparing a business return to recognize each partner’s distributive share of income, deductions, and credits.
Trusts
Accurately completing and reporting for a Fiduciary return, ensuring compliance with relevant tax laws to maintain transparency in financial matters.
Non-profits
Preparing and complying with relevant tax regulations to maintain the tax-exempt status of the organization.
Income tax planning
Optimizing one's financial decisions and activities to minimize tax liabilities while remaining compliant with tax laws, thereby maximizing after-tax income and wealth.
Quarterly estimates
Preparing quarterly tax estimates for taxpayers who are required to prepay their estimated income taxes ensuring they fulfill their tax obligations throughout the year.
ESTATE PLANNING
As a partner in your estate plan, in connection with your estate planning attorney, we can help reduce the overall estate tax burden while maximizing your assets to go to your loved ones.
Business Services
Offering strategic income tax planning and growth to businesses by specialized professionals.
IRS & MA DOR Representation
Resolving issues with the Internal Revenue Service (IRS) concerning tax audits, disputes, or other tax-related matters.
Accounting
Recording, organizing, and tracking financial transactions and activities within a business for maintaining accurate and up-to-date financial records.
“Over the 26 years I have worked with John I have felt like I was his only account. I would text him and tell him I needed to talk at his convenience. Invariably the phone would ring within minutes if not sooner. He was never in a hurry, and always answered my questions and concerns. I made very few business moves without consulting John, first on the tax consequences of my actions. On the personal side, John has managed family trusts for myself and some of my siblings. He has been by our side through the passing of my father in 2006, advising us on the does and don’ts, and helping us to navigate the complicated transition. In short, I would recommend John Matarese to anyone who wants the personal feel of an accountant who works closely with them. John and I have become great friends and even play golf together. Unfortunately, he doesn’t have a lot of time to golf.”
“John has been my CPA from the get-go, nearly 10 years now. I have been with Winchester Tax from the startup of a Boston-based business, through its sale (during which John was an integral part), to the startup of Vermont-based business. During my time with him, I have sold a house and made some major financial changes. I cannot say enough about how much I trust him and his colleagues, John is like family to me. He is incredibly well educated and knows the ins and outs of tax law more than anyone else I’ve worked with. I have sent a number of clients his way and ALL of them have been incredibly impressed. If you’re looking for a company you can trust to handle your accounting needs, look no further, these guys are amazing.”