Short, plain-language notes on questions we hear repeatedly. Every note is for general education only and does not constitute legal, tax, or accounting advice.
Business · Practice note
LLC, S-corp, partnership, sole proprietor — the paperwork looks similar, but the tax and personal-liability implications differ meaningfully. What to think through before you file the formation.
Talk this through with Greg →Real Estate · Practice note
The reasons owners consider an LLC for a real estate purchase, and the tax, financing, and title questions that come with that choice in Massachusetts.
Talk this through with Greg →Estate Planning · Practice note
Two documents everyone should have — what they cover, what they don't, and how they interact with a will and with tax matters when they are used.
Talk this through with Greg →Tax · Practice note
The difference between an automated notice and a formal examination, what deadlines to respect, and when to bring in representation.
Talk this through with Greg →Business · Practice note
The tax, legal, and financial threads that need to be pulled at the same time so a sale closes cleanly and after-tax outcomes match expectations.
Talk this through with Greg →Accounting · Practice note
How to think about a bookkeeping cleanup — scope, sequence, and what usually surprises owners about the tax return once the numbers are right.
Talk this through with Greg →Preserved because clients ask for them most often — nothing here replaces a conversation about your specific situation.
IRS refund status lookup for federal returns.
IRS tool for Form 1040-X status.
Massachusetts Department of Revenue MassTaxConnect refund lookup.
IRS reference for what each notice number means and what to do next.
