Taunton (508) 977-4872 Mansfield (508) 339-9594 Falmouth (508) 738-6338
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Accounting & Tax · Over 30 years

Manuel
DaRosa,
CPA

Accounting and Tax firm with offices in Taunton, Falmouth and Mansfield, MA

Massachusetts’ best kept secret.

Request an Appointment (508) 977-4872

Firm Profile

We believe in the value of relationships.

The firm has been practicing in the Taunton/Mansfield/Falmouth area for over 30 years and understands the needs of not only the region but all over the world.

We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Our services include accounting and auditing, business consulting, income tax compliance and planning, employee benefit services, litigation support, merger and acquisition expertise, personal financial and estate planning, accounting support to smaller companies, and information technology services.

Long-term relationships and a personalized approach are the hallmarks of our business. Our professionals get to know clients’ needs and their businesses from the inside out. From individuals to closely-held family businesses and non-profit organizations to large multi-national companies, our clients know they can trust our firm to deliver innovative solutions, integrity, professionalism and service.

We provide a variety of services including:

  • Income Tax Preparation for all types of businesses, and individuals
  • IRS and State Audit Representation
  • Payroll Reporting
  • QuickBooks® setup, support and training
  • Business startup services
  • Monthly bookkeeping
  • Financial statements - making sure your financial records are timely and accurate

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

We can and have handled just about any tax issue on the federal and state level. Due to our many years of working in the Private Industry, we have also become experts in small to medium size business management and consulting.

“We are committed to providing close, personal attention to our clients.”

Manuel DaRosa, CPA

Client Services

A wide range of services for individuals and businesses.

Being a relatively small firm, we are able to offer our clients personalized quality service. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audit- an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Business valuations
  • Buying/selling a business
  • Computer systems
  • Financial & retirement decisions
  • Estate, trust & gift planning

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs...) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation (Individuals, Corporations, Partnerships, LLCs/LLPs, Estates, trusts & gift, Not-for-profit organizations)
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Bring us your important documents to notarize.

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Industries

Eight industries. One partner who knows the numbers.

Our firm provides services to a wide variety of industries. Our capable staff with years of experience understands the challenges each of these industries face. Please contact us if you are looking for a partner in a related field that you don’t see listed. Our firm exists to help you reach your unique goals.

Manufacturing

Many great opportunities present themselves to the manufacturing industry – especially to those firms who can compete in the ever-changing global marketplace. We can help you increase your market presence by the creating of a commonsense game plan to reduce the costs of resources and increase your profit margins thereby allowing your business to achieve its goals, both financially and strategically. Some of the services we provide include:

  • Supply chain consulting that can shorten your delivery time through just-in-time inventory management.
  • Accounting advice related to labor shifts, technological investments, audits and globalization.

Restaurants & Hospitality

Owning and managing a restaurant, resort, hotel or golf course demands plenty of business experience and tax law knowledge. Also, the balancing act of controlling inventory and labor costs requires smart financial analysis and forecasting. Everything from tip credit compliance to sales tax audits is enough to occupy all your time.

We can help you plan for the future while reducing your tax burden and capitalizing on market trends by partnering with you in the financial management of your company.

Not-for-profit

No matter what role your organization has in the not-for-profit sector, managing costs, competing for funding, and generating and maintaining membership is a constant challenge. Our firm is ready and able to help your not-for-profit organization handle audits, reviews, tax-exempt issues and estate gifts.

Types of organizations we support include:

  • Social service agencies
  • Arts foundations
  • Educational institutions
  • Churches

Medical

The healthcare field is continually producing significant challenges to physicians and hospitals. Proliferating regulations and paperwork come hand-in-hand with dwindling reimbursement for medical services to make it harder to meet your financial commitments as a healthcare provider.

The key to staying competitive in this environment is to partner with a dedicated accounting firm that specializes in health care. Our office can assist you in financial matters related to health care reform, medical research, malpractice litigation and social service agencies so you can devote more of your time to caring for your patients.

Real Estate & Construction

Individual investors and large development companies alike are both well positioned to benefit from the expert tax strategies and financial expertise that our tax professionals provide. We partner with property owners to maximize tax benefits through proper valuation, lease negotiation, business operations and equipment maintenance programs.

Unique challenges our firm will assist you with include:

  • OSHA compliance
  • Bonding requirements
  • Maximizing “Section 199” deduction
  • Property acquisition

Retail

Successful retailers minimize inventory investment and labor and operation costs while grappling with competition and large economic changes like consumer confidence and interest rates. Our tax professionals are ready to assist you in everything from store profitability analysis and supply chain management to regulatory compliance and industry-specific tax credits.

Businesses we partner with include:

  • Large and small brick-and-mortar stores
  • Mail-order businesses
  • Online retailers
  • Auto dealerships

Transportation

We understand the intricate and fluctuating world of trucking and transportation. Consumer demand, fuel prices, shaky markets, energy efficiency, and new technology are but a few of the challenges this industry faces. Our team of accountants and tax professionals are ready to help your company compete with renewed vigor in the transportation and logistics industry through expert financial analysis.

Some of the industry-specific services we provide include:

  • Freight transportation arrangement
  • Cross-border regulation advice
  • Internal controls reviews
  • Employee benefit plan audits

Technology

Software, hardware, electronic manufacturing and IT service companies must compete in a fast-paced environment with complicating tax and accounting issues. The innovating spirit behind much of the world’s most impressive technological advancement encourages our firm to provide top-notch financial assistance to America’s finest entrepreneurs.

We help leading technology companies achieve their goals with:

  • Mergers and acquisition guidance
  • Industry-specific tax planning
  • Due diligence concerning IPO readiness

Information Center

Everything you need at tax time.

Events Calendar

The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

Client Tax Organizer

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients. You can print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a “proforma” tax organizer that includes prior year information and carryover data.

Request an organizer

Federal Tax Forms & IRS Publications

Looking for a federal tax form? Browse the online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues.

IRS forms & publications

Client tools

Client PortalAccess your files with our secure, online document sharing application. Enter your username and password.
Secure FileShareAccess your files with our secure, online document sharing application.
GainskeeperCombine your investment information from multiple accounts into a single location and give your tax professional access to your yearly gain / loss data.
Where’s My RefundTrack your federal tax refund on IRS.gov.

Newsletters

Tax news worth knowing.

Where’s My Refund?

IRS seeks upgrade to dreaded online tool, but don’t hold your breath

In the midst of a particularly horrific tax season, with the beleaguered Internal Revenue Service (IRS) swamped by backlogged returns and citizens waiting anxiously for missing refunds to appear, many taxpayers seeking clarity have been referred to the dreaded online “Where’s My Refund” tracker. In other words, the place where inquiries go to die.

The “Where’s My Refund” tool, which lives on the IRS website, has been of scant help to many visitors, informing taxpayers with late refunds only that their returns are “pending.” It does not offer any estimate of when refunds can be expected, nor does it advise if additional supporting documents are needed. The lack of such basic services was flagged by the Taxpayer Advocate Service (TAS)—the arm of the IRS that ensures fair treatment of citizen taxpayers—which recommended that the IRS supply these features as quickly as possible.

And according to a TAS report, the IRS seems to have taken the first steps. It has submitted several “Unified Work Requests” to its engineers, requesting programming upgrades to the tool that would include more specific reasons for why a refund has been delayed, or a notice if it’s still reviewing whether supporting documents are needed. It also says it’s exploring a system by which taxpayers can digitally transmit documents to the IRS, such as uploading through the IRS.gov website. That could include a permanent extension of the interim rules, allowing people to submit identity verification files over eFax during the COVID-19 pandemic.

But it’s not a done deal by any means: The IRS cautions that such programming upgrades are “subject to funding limitations and competing priorities,” meaning all this could very well amount to nothing if cash is thin or other issues are deemed more important. It’s also worth noting that another request—to supply relevant contact telephone numbers through the “Where’s My Refund” tool—has already been denied “due to funding limitations.” So if you’re still waiting for your 2020 refund, maybe don’t hold your breath.

Tax Update

The One Big Beautiful Bill Act

OBBBA is a very comprehensive tax with many changes affecting individuals and businesses.

Tax Update

Final Regulations Issued on Car Loan Interest Deduction

TD 10054 — up to $10,000 of personal car loan interest, tax years 2025 through 2028.

Tax Update

Proposed Regulations Would Deny Tax-Exempt Status to Private Schools Engaging in Racial Discrimination

NPRM REG-119986-25; IR 2026-103.

Tax Update

Partnership’s Final Partnership Adjustment Timely Under Extended Limitations Period

Katanga Properties, TC.

Tax Update

Disaster Tax Relief Bill Signed Into Law

The Doug LaMalfa Federal Disaster Tax Relief Certainty Act has been signed into law.

Tax Update

IRS Modifies Automatic Accounting Method Change Procedures

Research costs and construction contracts — Rev. Proc. 2026-32.

Tax Update

2025 Inflation Adjustments for Pension Plans, Retirement Accounts Released

Notice 2024-80; IR-2024-285.

Tax Update

IRS Reminds Eligible IRA Owners of Increased Tax-Free Charitable Donation Limit for 2024

IR-2024-289 — up to $105,000 through qualified charitable distributions.

Tax Update

Social Security Wage Cap and Benefit Amounts Increase for 2025

The wage cap will be $176,100, and benefits will increase by 2.5 percent.

Financial Tools

Should I refinance my mortgage? How much do I need to save for college?

As accounting professionals, these are some of the questions that are posed to us on a daily basis. These financial tools can be used as a starting point in the decision making process — they are not a substitute for financial advice from a qualified professional.

Auto

Auto Loan Early Payoff, Lease vs. Buy, Car Loan Calculator

Business

Breakeven Analysis, Cash Flow Calculator, Profit Margin Calculator

Debt and Credit Cards

Accelerated Debt Payoff, Credit Card Pay Off, Snowball Debt Elimination

Insurance

Life Insurance Calculator, Long Term Care Calculator, HSA Calculators

Investment

Future Value Calculator, Asset Allocation, Present Value Calculator

Loan

Amortizing Loan Calculator, Loan Comparison, Line of Credit Payoff

Mortgage

Mortgage Loan Calculator, Refinance Break Even, Rent vs. Buy

Personal Finance

Net Worth, Home Budget Analysis, Checkbook Balancer

Retirement

401(k) Calculator, Roth IRA vs. Traditional IRA, Retirement Planner

Savings

College Savings, CD Ladder Calculator, Emergency Savings

Tax

1040 Tax Calculator, Self-Employment Tax, Payroll Deductions

Need a number run?

Our office can walk you through the figures — call Taunton at (508) 977-4872.

Contact Us Anytime

Request an appointment.

Please feel free to contact us with any questions or comments you may have — we would love to hear from you. We pride ourselves on being proactive and responsive to our clients’ inquiries and suggestions.

[email protected] (508) 977-4872

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