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.

additional services

To help maximize your wealth, your financial life — investments, taxes, insurance, retirement, and estate planning — must be wired together. We connect those different pieces into a cohesive financial landscape so you can unlock new ways to help build, grow, protect and preserve your wealth.