Wakefield, MA CPA / Costantino Richards Rizzo, LLP
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Individual tax consulting and preparation



Individual income tax consulting and preparation

We provide an array of tax services to individuals and families.
Our services include tax planning and research at the federal
and state level, tax return preparation, tax consulting and
representation before the IRS and other governmental agencies. 
Our expertise encompasses the following areas:

  • Investments and capital gain transactions
  • Calculation of the alternative minimum tax
  • Planning for retirement
  • Pension benefits
  • Family trusts and beneficiaries
  • Gift taxes
  • Sole proprietorships
  • Multi-state taxation
  • Personal financial statements


 

 

 

 

Business tax consulting and preparation

 

 

 

 

Strategic tax planning, projections and
transaction structuring

 

 

 

 

Multi-state sales, payroll, business and
individual tax specialists

 

 

 

 

Entity selection and business structure planning

 

 

 

 

Pension and employee benefit plan consulting

and tax preparation

 

 

 

 

Employer/employee stock plan consulting

 

 

 

 

Estate tax planning and consulting

 


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