Tax Shop & Financial Center

Tax Shop & Financial Center is a Saugus firm offering taxes, accounting and investment services. Its main emphasis is tax planning: looking at the tax implications of individual, investment and business decisions with the goal of minimizing tax liability while preserving or growing assets. The firm aims to help clients gain a working knowledge of the income or estate tax issues and costs behind their financial choices.

Planning strategies include reducing taxable income through deferral or shifting income, deduction planning, investment tax planning and year-end planning. The firm also focuses on making use of current tax credits and those scheduled under future law. Its stated view is that decisions should not be made on tax impact alone, but that clients should understand the costs involved, and it positions itself as a guide to those tradeoffs.

What to Know

• The firm is a member of the Wakefield Lynnfield Chamber of Commerce.
• It is also listed with the Winthrop Chamber of Commerce.
• Payroll services are offered alongside tax, accounting and investment work.