Thomas Tax & Legal Services and Consulting is a boutique firm specializing in tax law, estate planning, and business growth consulting, offering clients a unique combination of legal expertise and strategic financial guidance. With over 30 years of experience, founder Lynn M. Thomas, JD, brings a positive, solution-oriented approach to resolving complex tax and legal challenges for individuals, families, and small businesses.
The firm is committed to making tax and legal matters manageable and less daunting by providing personalized, attentive service tailored to each client’s specific needs. Lynn Thomas leverages her background as a former tax attorney at Arthur Andersen and private banker to offer insightful strategies that help clients’ financial and legal issues become a thing of the past, ensuring peace of mind and confident forward movement.
Services Offered
- Tax Consultation & Preparation
- Estate Planning (Wills, Living Trusts, Health Care Proxies, Personal Wishes Documents, Revocable and Irrevocable Trusts, Durable Powers of Attorney)
- Tax and Retirement Planning (budgeting consultation, financial literacy coaching)
- Business Growth Consulting (trend utilization, tax advantages, S Corps vs. LLCs advice)
- IRS Representation
- Business Incorporation (articles of incorporation, tax implications)
- Investment Tax Advice (capital gains implications)
- Family and Business Mediation
Serving clients primarily in Massachusetts, the firm offers services in English and is led by an attorney with deep expertise in navigating IRS negotiations and optimizing financial outcomes through proactive planning.
