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.
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.