Long & Bott, P.C.

Firm Services:


Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed many of the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

 

 

Corporate Restructuring

 

Mergers & Acquisitions

 

Tax Planning

 

State Tax Representation

 

IRS Representation

 

Sales Tax Services

 

Estate & Trust Tax Planning

 

Business Succession Planning

 

Estate Planning

 

Business Entity Selection


 

Corporate Restructuring

Is your business structured in the most tax efficient manner?  We can assist in evaluating your current structure.

Mergers & Acquisitions

You are looking down the road to plan your exit strategy--or, perhaps, you've already identified the right business partner for your company, and now it's time to structure the transaction, negotiate the terms, and close the deal. Our attorneys have years of experience assisting clients in achieving their business objectives through every step of the merger and acquisition processes.

Tax Planning

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the expertise and knowledge that they deserve throughout the year. Tax planning services offered include but are not limited to:

- Tax planning for:

  - Individuals

  - Corporations

  - Partnerships

  - LLCs/LLPs

  - Estates, trusts & gift

  - Not-for-profit organizations

  - Taxing authority representation

  - Divorce and support issues

  - Tax effects of buying/selling a business

State Tax Representation

We have represented taxpayers before the Massachusetts Department of Revenue at all levels including the Appellate Tax Board..

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Estate & Trust Tax Planning

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.