We are welcoming a surge of new clients from the investment management industry including financial advisers, hedge fund managers, real estate developers, and commodity investment firms. You like us because we can provide you with financial statements to investors and lending institutions, track asset valuations, pay the bills, and keep you compliant with all tax returns and non tax government filing requirements.  You also like the fact that we understand your business and can also offer strategic advice including market evaluations and advice on international economic conditions and regulations.

You will most likely be presented with an audited financial statement from a “Big Four” accounting firm with global reach with a fair market valuation of the contract’s assets. The valuation is as of the date of the end of the contract’s fiscal year. We can use the “Big Four” firm’s asset valuation methodology  to calculate the current and prospective price for the assets, and to determine if the contract price is advantageous to you.

We know your business. We know your financials. We can get you to the next level by listening to you and connecting you with customers and resources. We can make you look bigger than you may be. We can give you a plan on how to reach your goals.

Call Blaine at (978) 604-4253 to discuss.

We provide management consulting to the janitorial, building maintenance, condo association, and construction trades in the areas of bid estimates, bid documents, job costing  and due diligence.

We provide comprehensive financial management including paying your bills, billing your customers, giving you actual to budget variance reports, and advice on management of your enterprise. We will accompany you to all bid conferences to fully understand what your customer wants.

Call Blaine at (978) 604-4253 if you need this type of valuable economical assistance.

New requirements for 2012 W-22012 W2 reporting include employer paid health insurance premiums. With a several trillion dollar deficit I am wondering if they would see healthcare benefits as potential taxable income.

We can send management fee invoices to your owners of condominiums and rental invoices to your tenants, and manage your payments and accounts. (You really don’t want anyone else to deal with your high end owners other than us.) We can also pay your bills for your condominium and rental properties. This also comes with full financial statements and tax returns. Call Blaine at (978) 604-4253 to find out how inexpensive this service can be.

We provide services to small healthcare practitioners and have wide experience in financial management  in the healthcare  industry in the areas of rehabilitation, mental health, healthcare staffing (RN,LPN HHA, and homemakers), ambulance services, and not for profit care for the developmentally disabled.

We are familiar with your reimbursement environment, cost accounting, and compliance.

We provide financial and compliance services from the sole practitioner up to the multi million dollar group practice.

Please call Blaine at (978) 604-4253. to see what we can do for you.

This means that any borrowing by small businesses will result in an increase of double digit basis points on any type of borrowing, be it lines of credit or debt secured by hard or soft assets.

According to Steve Wynn this will be another “wet blanket” on business formation and job growth.

If you calculate and pay your tax liability in a timely manner before the end of the year you may avoid tax penalties and interest for late payments which you would incur if you waited to pay them with your annual tax return.

Penalties and interest for late payments and late filings may amount to hundreds or thousands of dollars depending on the size of your business.

Let us insure that your tax liabilities are paid on time during the year to avoid IRS and/or MADOR penalties and interest.

Call Blaine at (978) 604-4253

Every business has to take a mid year check up. Every business should compare 2011 to 2012 to to the same period for 2012. If your revenue is down you have to find out why. If your expenses are up you must investigate the reason.

You may have tax liabilities you didn’t anticipate even though business was down from 2011.  Or you may be paying too many taxes.

Every business’ best practices should include an annual and rolling budget with monthly reports showing actual results to projected. You have to determine your target margin for products or services, and if you have more than one business line you should have a profit and loss statement that lets you drill down into the profitability of your various products and services.

We can also help you with pricing strategies and cost reduction strategies. Let’s both look “under the hood” of your enterprise and see what’s really  going on. We believe mid year is an optimal time to do this so you can make “mid course corrections”.

Call Dr. Blaine at (978) 604-4253 for your mid year check up or email him at patstax@gmail.com.