Tax Services

We conduct a systematic analysis of available options that minimize our clients’ tax liability through favorable strategies in current and future tax periods. Our team of experienced professionals is always up to date on the latest legislations and codes to ensure that your money goes further. There’s no substitute for the assistance of an experienced tax professional, to ensure that the deductions and credits that you are entitled to are not missed.

Business Tax Services

Guiding your company on the best approach to comply with business tax reporting requirements.

Individual Tax Services

Creating a personalized, custom fitting tax plan to deliver tax efficiency and maximize after-tax wealth accumulation.

Estate, Gift & Trust Services

Helping you and/or your family reach their estate, gift and trust financial goals, while minimizing the tax burden.

State & Local Tax Services (SALT)

Assessing your company’s federal, state and local tax reporting requirements.

Multi-State Sales Tax & Nexus

Analyzing your income tax nexus for all cities and states your company sells products and services in.

International Tax Planning & Compliance

Evaluating your business’s international tax demands to shed light on compliances or requirements and develop an organized tax planning strategy.

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Hear From Our Clients

Customers Happy With Our Tax Services

I have been working with Ambrosi Donahue Congdon & Co. P.C. for over 33 years. When we first began our long-term business relationship we were a newly established business just starting out in our successful journey. They have been key members of our team on many levels working with us on; internal controls, financial statement preparation, tax planning, deficiency-free IRS, Sales & Use Tax, and Payroll Tax audits.

Newburyport, MA