Business Details
Your Trusted Partner for Tax and Accounting Solutions in Pembroke, MA
South Shore Accounting & Tax Services is a family-owned business dedicated to providing professional tax and accounting services. With over 35 years of combined experience, we specialize in serving entrepreneurs, franchises, life sciences companies, and real estate professionals. Our expertise in QuickBooks and Onvio portals ensures efficient financial management and tax preparation. We prioritize personalized service, leveraging deep industry knowledge to deliver accurate solutions.Our team combines certified technical proficiency with a commitment to client satisfaction. We focus on simplifying complex financial processes for individuals and small businesses. Our approach emphasizes transparency, reliability, and proactive planning. By staying current with regulatory changes, we ensure compliance and optimize financial outcomes for our clients.
Services
Business Tax Services
Personal Tax Services
Accounting Services
QuickBooks Support
Tax Planning
Highlights and features
- We offer 35+ years of combined accounting and tax preparation expertise.
- QuickBooks Certified Professionals ensure accurate financial management solutions.
- Personalized service tailored to entrepreneurs, franchises, and small businesses.
- Family-owned business prioritizing client relationships like extended family.
- Commitment to staying current with evolving tax regulations and technology.
Associations and certifications
- QuickBooks Pro Advisor
- QuickBooks Online Certified Pro Advisor
- IRS Registered Professional Tax Preparer
- Notary Public
What people say
Expertise and expedited responses
Tax services second to none
Accurate financial management
QuickBooks specialists
Stress-free tax preparation
Services
Business Tax Services
Comprehensive tax preparation and planning for small businesses. We handle complex filings, deductions, and compliance requirements. Our certified professionals ensure accurate returns while optimizing tax strategies for long-term business growth.
Personal Tax Services
Professional assistance with personal income tax filings. We manage standard and complex returns including property investments and retirement accounts. Our team ensures compliance while identifying legitimate deductions to maximize refunds.
Accounting Services
Full-service accounting support using QuickBooks platforms. Services include bookkeeping, financial statement preparation, and internal control implementation. We provide month-end/year-end processing and cloud-based financial management solutions for businesses of all sizes.
QuickBooks Support
Certified QuickBooks Pro Advisors offering system setup, training, and optimization. We help businesses implement proper accounting workflows, reconcile accounts, and leverage software features to improve financial visibility and tax preparation efficiency.
Tax Planning
Proactive year-round tax planning services. We analyze business structures, income streams, and expenses to develop strategic plans that minimize tax liability. Our advisors provide quarterly guidance for optimal financial decision-making.
People
TJ Pugliese
Tax Accountant
Certified QuickBooks Pro Advisor with 30+ years of small business experience. Former restaurant owner and CPA firm tax specialist, specializing in business operations and complex tax filings for entrepreneurs.
Amanda Pugliese
Business Manager
QuickBooks Certified Professional with hospitality management and accounting expertise. Joined the firm in 2018 after managing restaurant operations, bringing practical insights for small business financial management.
Questions
What accounting software do you support?
We specialize in QuickBooks Desktop and Online platforms as Certified Pro Advisors, offering full implementation, training, and optimization services.
Can you handle complex business tax situations?
Yes, with 30+ years of combined experience handling S-Corps, franchises, and multi-entity structures with customized tax strategies.
How do you send documents securely?
We use Onvio Secure Share for encrypted file transfers, allowing safe upload and exchange of financial documents and tax information.
Do you offer tax planning throughout the year?
Yes, we provide quarterly tax planning sessions to help businesses optimize financial decisions and minimize tax liabilities proactively.
Are you available during tax season busy periods?
We maintain regular business hours year-round and offer priority scheduling for tax season appointments to ensure timely service.
