what we offer
Stress-Free Financial Solutions
Ways to Work With Us
From tax season preparations to year-round consulting, our team will help you feel in control of your finances.
Tax Consulting
Partner with our team for year-round consulting so that tax season doesn’t hit you out of nowhere. We’ll find all possible ways to legally minimize your tax burden, enhance your cash flow, and support your long-term financial goals.
Tax Returns
Filing taxes is notoriously stressful, but it doesn't have to be. Our team of experts stays on top of changing regulations for individuals, businesses, and partnerships. Come tax season, we’ll have you prepped and filed with our decades of expertise so you can carry on with more exciting things.
Business Advisory
Running a business means making important financial decisions that fuel long-term growth. We’ll help you analyze financial statements, identify key trends, and uncover feasible opportunities that allow you to lead with confidence.
business sales, Mergers & Acquisitions
Buying a business, selling the one you've built, or bringing on a partner are some of the biggest financial decisions you'll ever make. Whether you're planning your exit, acquiring a competitor, or structuring a succession to family, we'll make sure you have total strategic clarity to maximize value.
Frequently Asked Questions
We provide three core services for individuals and small businesses: tax preparation and planning, bookkeeping, and financial advisory. That ranges from filing your annual return and keeping your books clean and current, to helping you make confident decisions about your business throughout the year.
Yes. While we're proud to be based on Cape Cod and to serve businesses and individuals across the region, we also work with clients in other states. If your situation involves filing in more than one state, we can help with that too.
We act as your outsourced accounting team. That typically means keeping your books accurate and up to date, preparing your business and personal returns, and meeting with you periodically to talk through cash flow, profitability, and planning. The goal is to take the financial busywork off your plate so you can focus on running and growing your business.
Absolutely, and it's something we see often. Seasonal and variable income makes budgeting, estimated tax payments, and cash-flow planning more challenging. We help you smooth out the year by planning ahead for slower months, setting aside the right amount for taxes during your busy season, and avoiding surprises at filing time.
Tax preparation is filing your return accurately and on time for the year that just ended. Tax planning is the proactive work we do throughout the year to legally reduce what you owe by timing income and expenses, choosing the right business structure, maximizing deductions and retirement contributions, and more. Preparation looks backward; planning looks forward. The biggest savings almost always come from planning.
The honest answer is year-round, not in March. The most valuable tax moves have to be made before December 31st, so the ideal time to talk is in the fall, while there's still time to act. That said, it's never too late to get organized. If you're behind or just getting started, reach out anytime and we'll help you catch up.
Software is a great tool, but it doesn't catch miscategorized transactions, reconcile your accounts, or tell you what the numbers mean. We make sure your books are accurate and ready for tax time, and we help you actually understand your financial picture so you can make better decisions. Many clients use QuickBooks and work with us. We keep the data clean so the software works the way it's supposed to.
We typically work on a flat monthly fee for ongoing bookkeeping and a fixed quote for tax returns, so you always know what to expect.
The first step is a quick conversation. Usually a free initial consultation where we learn about your situation. From there, we'll outline a clear plan and handle the onboarding. You can email us at info@ricefs.com or use the “Contact Us” form to begin.
