History
David Prothero has over twenty years of experience in tax consulting, investment consulting, and financial planning and founded the firm in 2003. David is a CFP and a CPA, and he holds a MBA from Northeastern University.
Specialties
We provide personalized, professional financial advice for tax reduction strategies, investments and insurance for individuals and small businesses. Services Include: Small business tax consulting, IRS and the Massachusetts Dept. of Revenue Notice/Audit Resolution, Tax planning strategies to reduce taxes before and after year-end, Capital gains analysis and planning, AMT (Alternative Minimum Tax) analysis & planning including planning for ISOs (Incentive Stock Options), Tax implications and planning for investing in real estate, including buying a multifamily or vacation home, Tax preparation for corporations, individuals, trusts and estates.