Finance and Tax Team

The Finance and Tax Team at Loring, Wolcott & Coolidge is dedicated to supporting clients in achieving their financial goals through meticulous financial planning and tax strategies. This team manages the preparation and filing of tax returns, oversees internal financial audits, ensures compliance with accounting standards, and provides in-depth tax consultations. Their combined expertise allows them to offer tailored solutions that help clients mitigate tax liabilities, optimize financial outcomes, and secure their financial legacy.