Tax Compliance


We help our clients achieve the greatest after-tax benefits with well-thought tax planning.

CHWM is dedicated to helping clients fulfill their tax payment and filing obligations in accordance with tax laws.

Our team of tax compliance experts is committed to simplifying the complexities of tax law, and advocating for the taxpayer to ensure the best possible outcome for the client.

Tax Compliance Services

We provide a wide range of tax compliance services, including:

  • Tax Advice
  • Retirement Planning
  • Estate Tax Planning
  • Tax Projections
  • Income Tax Planning
  • Gift Tax Planning

Tax Return Preparation

CHWM specializes in the preparation of tax returns for estates and trusts, as well as their impact on their beneficiaries. We use the latest tax return preparation and tax planning software utilized by prominent accounting firms. Our approach ensures that tax returns are prepared to ensure advantageous tax positions, ultimately yielding the highest after-tax benefits possible.

We understand that preparing any type of tax return can be a daunting process. The complexity of tax laws can make even filing a relatively simple return a very confusing task. It is not uncommon for taxpayers to encounter difficulties, such as missing the deadline, making errors, or facing the possibility of an audit.

Our team is equipped with knowledge and expertise to effectively guide clients through intricacies of tax compliance, ensuring their adherence to tax regulations.

Representation Before Tax Authorities

CHWM provides representation for our Trusts & Estates clients before the Internal Revenue Service, the Massachusetts Department of Revenue, and other state and federal tax authorities. Our experienced attorneys represent clients during estate tax audits and before the Appeals branches of both the IRS and the Massachusetts Department of Revenue.

We provide comprehensive assistance with private letter rulings, determination letters, requests for tax-exempt status for qualified organizations, and responses to notices from both federal and state tax authorities.

In addition, our approach prioritizes minimizing the overall "total after-tax costs" associated with resolving tax disputes. We understand that in certain cases, it may be more advantageous to reach a settlement and pay the disputed amount rather than engaging in litigation.

Throughout any representation process, careful examination of both tax and non-tax considerations is essential. We carefully evaluate the costs of litigation against the probability of success, and inform our clients if our representation would not be cost-effective.

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