Clients We Serve
Life Transitions
We help our clients deal effectively with life's expected and unexpected transitions such as retirement, sale of a business, divorce, inheritance or loss of a spouse.
Executives & Entrepreneurs
We help our clients with their complex planning needs by gaining an understanding of their objectives and providing integrated services to address those needs.
Late Career & Retirees
We help a broad range of clients including those that are close to or in retirement and who are looking for an objective, professional sounding board.
Young Families
It is never too early for families to begin the planning process. We help young families design a plan that is based on their unique circumstances.
Income Tax Planning
Monument Group Tax Advisors, LLC is a Concord, Massachusetts-based income tax preparation and planning firm. We are part of The Monument Group Companies which includes Woodman Eaton, PC (our estate planning firm) and Monument Group Wealth Advisors, LLC. As tax advisors, our sole focus is on the needs and objectives of our individual income tax clients.
Individual Tax
Estate & Trust Tax
Tax Planning & Projections
Tax Compliance Services
Cash Flow Projections
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