- Tax PlanningMany small business owners wonder when to start tax planning. The answer is right now. Effective tax planning must be proactive so whether your business is new or established, when we become your CPA firm, we’ll begin planning for tax time immediately. We’ll work throughout the year to help you get all of the tax breaks available to your business so you save the most money possible. We look at everything from last year’s tax return to your business entity to identify how to reduce tax liabilities and increase profits. Our strategies are reliable, ethical, and effective for all types of small businesses. For individuals, we also recommend a variety of techniques to maximize after-tax income and put more cash in your wallet.
- Estate Taxes
- Avoiding ProbateYou may have seen advertisements touting the creation of a revocable living trust as a good way to avoid probate. And for some people it is. However, it may not be appropriate for everyone or for every situation. Probate is a court-supervised proceeding that can be time consuming and expensive. That’s why a big advantage […]
- Tax ServicesCustomer reviews from people in the community are very helpful in keeping our accounting business booming. As a happy customer, your feedback about the quality of the accounting and tax services we provide is important to your neighbors who may be looking for a local Lynnfield, MA CPA firm.
- Tax DeductionsContact our Lynnfield, MA CPA firm today for incorporation services and learn how to take advantage of tax deductions for small businesses. Call 781-599-8800 or request your free consultation online to get started.
- Income TaxDoes your CPA firm really look for ways to save you money on taxes? When you hire Caniff & Associates, LLC, you can be confident that we're on the hunt for tax savings year round. From day one, we'll start looking for ways to limit tax liabilities and steer clear of unnecessary taxes so you never pay more than your fair share at tax time. From business tax planning to income tax preparation, we'll do all we can to help keep more of your money where it belongs - in your pocket.
- Tax Deferral
- Tax Return Preparation
- Mutual Funds
- Wealth ManagementBernie has several years of international business experience in public accounting with an international public accounting firm, international controller with a fortune 500 company and started his own tax, financial planning, and wealth management practice. He holds a BS in Accounting from Boston College, an MBA in Finance and Entrepreneurial Studies from Babson College and is a licensed CPA in Massachusetts. He is a registered investment advisor licensed in Massachusetts and Florida, licensed to sell securities and insurance. Bernie has extensive experience with individual and small business accounting and tax matters, business advisory and litigation support. Bernie is a member of the Massachusetts Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
- Accounting ServicesAt Caniff & Associates, LLC, we offer accounting services that help small business owners manage their finances with ease. As your CPA firm, we'll show you how to control expenses, keep a close eye on cash flow, and stay on track to meet your business goals. When you have questions that relate to your finances, we're always on hand to provide sound guidance and practical advice.
- Cash Flow Analysis
- Bookkeeping ServicesAccounting for small businesses is not one-size-fits-all. Tax laws, reporting requirements, and government regulations differ from one industry to another plus each business has its own set of financial challenges. As your CPA firm, Caniff & Associates, LLC will address the accounting needs of your unique business. We can develop a package of accounting and bookkeeping services for any type of small business but we specialize in creating industry-specific solutions for those listed below.
- Financial PlanningWe are members of the Massachusetts Society of CPA’s and the American Institute of Certified Public Accountants (AICPA). Additionally, we are members of the Forensic and Valuation Services, Personal Financial Planning, Consulting and Tax Sections of the AICPA.
- Retirement PlanningCaniff & Associates, LLC specializes in financial planning services to preserve wealth and protect assets. Our vast knowledge of financial services gives us the insight to help you make critical decisions that impact your future. We spend considerable time developing a thorough understanding of your personal financial goals, so we can coordinate a personalized plan that allows you to feel confident and well-prepared for the years to come. We analyze your assets, sources of retirement income, investment options, and consider various alternatives for retirement planning, in order to maximize the value of your estate.
- Living Trusts