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Tax Planning

At Mark W. Nichols, CPA PC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, maximize their cash flow, and keep them on track to realize their financial goals.  Our expertise, experience, analysis, and thorough research allow us to find and optimize financial opportunities within existing and recently altered tax laws.

Tax Planning & Advice for Individuals

  • Alternative Minimum Tax (AMT) analysis & planning (including tax planning strategies related to stock options)
  • Capital gains analysis and planning (including explanation of the "wash sale" rule)
  • Home ownership analysis & planning (including the tax implications of selling your home)
  • Retirement income planning (including Roth conversions)
  • Planning for paying for college, including financial aid planning
  • IRS and Massachusetts Department of Revenue Representation
  • Tax-planning strategies that are possible to implement after year-end
  • Estate and gift planning (legacy planning)
  • Tax-planning related to a child's income (kiddie tax, gifting, retirement)
  • Tax implications & planning for investing in real estate, including buying a multifamily or vacation home.

Tax Planning & Advice for Businesses

  • Mergers & Acquisitions
  • Compensation Planning
  • Retirement Planning
  • IRS and Massachusetts Department of Revenue Representation

New Ventures

  • Development and/or evaluation of business plans
  • Entity planning (S Corp. vs. C Corp. vs. Sole Proprietorship vs. LLC)
  • How to minimize employment taxes
  • How to evaluate "Employee" versus "Independent Contractor"
  • Gift and Estate Taxes
  • EFTPS setup
  • Development of budgets & forecasts
  • Health insurance planning
  • Explanation of rules related to maintaining books and records
  • Explanation of general rules for deducting expenditures

PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.