Fiduciary advisory services serving Massachusetts.
Norwell, MA | Boston, MA
Fiduciary advisory services serving Massachusetts.
Norwell, MA | Boston, MA
cpa
Clients of South Shore can utilize any of the existing CPA relationships we currently have. Tax planning is a very important part of the financial picture from an estate planning standpoint and retirement distributions standpoint. With the relationships we have built over the years we can help draw up a plan that fits your overall need.
Accounting, tax, and consulting services are tailored to help meet the individual needs of each client. Our CPAs’ goal is to help their clients understand complex accounting and tax issues, help both maximize cash flow, and minimize their tax liabilities.*
*CPA and Estate planning services are offered through licensed attorneys not affiliated with South Shore Investment Services.
How we help
You have spent your life saving and we want to make sure we’re doing everything we can to protect your assets.
THe next step?
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For more information about any of the products and services listed here, schedule a meeting or register for a webinar.
