LOOKING FOR ADVICE YOU CAN TRUST FROM A Plymouth CPA?

WE GET IT.
AND WE CAN HELP.

Services

Accounting Done For You

We’ll handle your bookkeeping so you can focus on running your business, not your spreadsheets.

Business Tax Preparation

We take the stress out of business taxes by handling the details accurately and finding smart ways to maximize your savings.

Individual Tax Preparation

We make filing easy and stress-free, while helping you uncover every deduction you’re entitled to.

Tax Planning

We create clear, proactive strategies to help you minimize taxes and keep more of what you earn.

Strategic Business Coaching

More than just a tax return service…
We’ll “take you by the hand” in every aspect of your business.

A High Quality, Comprehensive Accounting & Tax Service

I have a feeling I know why you’re reading this right now.

We’ve worked with plenty of businesses that have to cobble together 9 different software programs to keep everything straight or just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy, and all the myriad components of an effective financial system for a business.

Am I close?

When businesses come to our “door,” they’re not just looking for a tax service that can do the checks and balances to get yearly taxes filed.

They’re looking for a reliable, experienced tax professional in Plymouth who has industry-specific insight and tax know-how they can trust.

We know it can be difficult to keep up with tax law changes and new deductions, let alone keep your business financials in order. That’s why we’re here.

We know where to uncover tax savings no matter what industry your business is in, and we know how to help you no matter your business tax situation.

We’ll provide you with the best possible tax service to ensure your business is protected and you have peace of mind when it comes to the IRS.

More About Us

They’re looking for a reliable, experienced tax professional in Plymouth who has industry-specific insight and tax know-how they can trust.

We know it can be difficult to keep up with tax law changes and new deductions, let alone keep your business financials in order. That’s why we’re here.

We know where to uncover tax savings no matter what industry your business is in, and we know how to help you no matter your business tax situation.

We’ll provide you with the best possible tax service to ensure your business is protected and you have peace of mind when it comes to the IRS.

More About Us

Customer Stories

    
 
 
         
   Julie Locke 
 
 
 
 Trustindex verifies that the original source of the review is Google. Elizabeth is the best. She’s extremely prompt, professional, and helpful. I’ve been so stressed about my taxes with my small business and she has helped me so much with the burden. Can’t recommend her enough!
  
 
        
   Mickey voloshen 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have personally worked with Elizabeth at Elm Tax & Advisory. My experience with her is that she is professional and caring person who strives to understand her customers and achieve their goals. I would highly recommend her to anyone needing tax consultation.
  
 
        
   Kaitlyn Bonn 
 
 
 
 Trustindex verifies that the original source of the review is Google. Always a great experience. Timely and communicative!
  
 
        
   Monica Stiteler 
 
 
 
 Trustindex verifies that the original source of the review is Google. Elizabeth is extremely professional and knowledgable. I have appreciated all of her guidance and insight. She explains accounting concepts in a way that I actually understand.  Highly recommend!
  
 
        
   Seascape Florals 
 
 
 
 Trustindex verifies that the original source of the review is Google. Elizabeth is professional and a great communicator. Her work was done well in a reasonable time frame.
  
 
        
   Cody Wright 
 
 
 
 Trustindex verifies that the original source of the review is Google. Our family's personal relationship with Elm Tax Advisory goes as far back as college and as close as attending each other's weddings. Some may find reluctance when inviting a close friend into their financial space, however they overlook the main component and most valuable tool in finance; that is the tool of trust. Elizabeth's professionalism is exceptional and second to none, and where she truly sets herself apart from her peers is her level of detail and forward looking perspective. Elizabeth welcomes complexity with poise and we could not recommend her more.
  
 
        
   Lisa Zizzi 
 
 
 
 Trustindex verifies that the original source of the review is Google. Elm Tax Advisory is an excellent detailed and service oriented company. Great experience navigating taxes for a Special Needs Trust. Elizabeth and her team are responsive, friendly and smart. I highly recommend them!
  
 
        
   Tanya Ferrante 
 
 
 
 Trustindex verifies that the original source of the review is Google. Elm Tax Services were very helpful to me and my family’s need and a delight to work with! Highly recommended