Business Details
33 Years
experience
Trusted Tax Advisors in Boston Since 1993
Since 1993, John Schachter & Associates has provided expert tax preparation, planning, and representation services to individuals, businesses, and families. Our team specializes in navigating complex tax challenges, including international tax compliance, multi-generational estate planning, and business entity structuring. We prioritize client goals through proactive communication and tailored strategies, ensuring clarity in financial decision-making. With decades of combined experience, our professionals serve clients across the U.S. and globally, offering specialized expertise in areas such as R&D tax credits, IRS audit defense, and accounting system implementation. Our commitment to transparency, ethical practices, and personalized service has earned us long-standing trust in the industry.We focus on minimizing tax liabilities while maximizing opportunities for growth, whether for entrepreneurs, executives, or families managing trusts and estates. Our proactive approach extends to educating clients on evolving tax laws, such as recent changes affecting R&D amortization, ensuring informed compliance. Located in Bostons Back Bay, we combine local accessibility with nationwide and international reach, serving diverse industries from tech startups to real estate professionals. Our track record includes resolving high-stakes tax disputes, optimizing business structures, and guiding clients through complex cross-border tax scenarios. By maintaining deep expertise in both domestic and international regulations, we empower clients to achieve financial clarity and long-term success.
Services
Tax Preparation
International Tax Services
IRS Representation
Estate Planning
Accounting Systems
R&D Tax Credits
Entity Structuring
Audit Defense
Payroll Tax Compliance
Cross-Border Tax Planning
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of expertise in complex tax planning and IRS representation.
- Our team specializes in international tax compliance for U.S. taxpayers abroad.
- Proactive approach to tax strategy minimizes liabilities and maximizes savings.
- Personalized service tailored to high-net-worth individuals and growing businesses.
- Recognized leaders in R&D tax credits and entity structure optimization.
Associations and certifications
- Enrolled Agent (EA)
Services
Tax Preparation
Comprehensive tax preparation for individuals, corporations, partnerships, and trusts. We ensure compliance with federal, state, and international regulations while optimizing deductions and credits. Our team handles complex scenarios such as multi-jurisdictional filings and offshore disclosures. Clients benefit from accurate, timely returns with strategic insights to reduce future liabilities.
International Tax Services
Specialized guidance for U.S. taxpayers with foreign income, assets, or businesses. Services include FBAR filings, FATCA compliance, and cross-border estate planning. We simplify intricate rules governing expatriates, foreign trusts, and multinational operations, ensuring adherence to evolving regulations while minimizing double taxation.
IRS Representation
Advocacy during IRS audits, collection cases, and appeals. We negotiate settlements, penalty abatements, and installment agreements. Our proactive defense strategies protect clients during examinations, leveraging deep knowledge of audit processes and taxpayer rights to achieve favorable outcomes.
R&D Tax Credits
Identification and claiming of research and development tax credits for qualifying activities. We assess eligibility, document processes, and maximize refunds for tech, manufacturing, and other industries. Our expertise ensures compliance with documentation requirements while unlocking significant savings.
Entity Structuring
Strategic advice on selecting optimal business entities (LLC, S-Corp, C-Corp). We analyze tax implications, liability protection, and scalability to align with client goals. Services include partnership agreements, exit planning, and restructuring for growth or sale.
People
John Schachter
Managing Partner
Enrolled Agent with 30+ years of experience in tax strategy, international compliance, and small business advisory. Yale graduate and former musician, now focused on empowering entrepreneurs through proactive financial planning.
Michael Cieri
CPA
Certified Public Accountant specializing in R&D tax credits, partnership audits, and corporate tax planning. Recognized for expertise in navigating complex tax code changes and their financial impacts.
Laura Johnson
Enrolled Agent
Tax consultant with deep knowledge of individual and business compliance, focusing on estate planning and IRS dispute resolution for high-net-worth clients.
Craig Pellet
CPA
Experienced in international tax compliance and accounting systems implementation, supporting clients in cross-border transactions and software integration.
Sophie Chen
Associate
Emerging tax advisor assisting with compliance, audit preparation, and research credit claims for startups and small businesses.
Questions
What tax services do you specialize in?
We specialize in tax preparation, planning, and representation for individuals, businesses, and international clients, including IRS audit defense and R&D credits.
Do you handle international tax compliance?
Yes, we provide expertise in U.S. taxation of foreign income, offshore disclosures, and cross-border planning for individuals and businesses.
Can you assist with business entity structuring?
We advise on optimal entity selection (corporation, partnership, LLC) based on industry, growth goals, and tax implications.
What accounting software do you support?
We implement and train clients on QuickBooks, AccountEdge, Quicken, and cloud-based solutions tailored to business needs.
Do you offer IRS audit representation?
Yes, we provide audit defense for federal and state tax examinations, including penalty abatement and collection negotiations.
How do you handle R&D tax credits?
We identify qualifying activities, calculate credits, and prepare documentation to maximize savings for tech and innovation-driven businesses.
