Business Details
33 Years
experience
Trusted Tax Advisors in Boston Since 1993
Since 1993, John Schachter & Associates has specialized in comprehensive tax and financial advisory services, serving individuals, businesses, and families with complex financial needs. Our team of Enrolled Agents and Certified Public Accountants provides expert tax preparation, planning, and representation, with a focus on international tax compliance, business entity structuring, and multigenerational wealth planning. We prioritize proactive strategies to minimize tax liabilities while ensuring compliance with evolving regulations. Our clients benefit from personalized guidance on stock compensation, retirement accounts, real estate transactions, and trust administration. With decades of combined experience, we deliver tailored solutions for high-net-worth individuals, executives, and business owners navigating intricate tax landscapes.Our commitment to clear communication and client-centric service has established us as trusted advisors in Boston's Back Bay and beyond. We collaborate with legal and financial professionals globally to address cross-border tax challenges and optimize financial outcomes. Our expertise extends to audit defense, entity selection, and strategic tax-saving opportunities for businesses and investors. By combining technical proficiency with a deep understanding of client priorities, we empower informed decision-making that aligns with long-term financial goals. Our practice remains dedicated to maintaining the highest standards of professionalism and ethical service in every client relationship.
Services
Tax Preparation
International Tax Services
Business Entity Structuring
Estate Tax Planning
Audit Representation
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of specialized tax expertise in complex financial scenarios
- Our team includes Enrolled Agents and Certified Public Accountants with international tax proficiency
- We provide proactive tax-saving strategies tailored to individual and business client needs
- Our firm maintains a 98% client retention rate through personalized service
- We combine technical excellence with clear, jargon-free communication for client understanding
Associations and certifications
- Enrolled Agent (EA)
- Certified Public Accountant (CPA)
Services
Tax Preparation
We prepare individual, corporate, and trust tax returns with meticulous attention to complex deductions and credits. Our services cover federal, state, and international tax compliance. Clients receive strategic recommendations to optimize future tax positions while ensuring accurate reporting of current obligations.
International Tax Services
Our expertise includes FBAR reporting, foreign trust disclosures, and tax-efficient structuring for cross-border investments. We help clients navigate US tax obligations for offshore accounts, foreign retirement plans, and international business operations while minimizing compliance risks.
Business Entity Structuring
We advise on optimal business formations considering tax implications, liability protection, and growth objectives. Services include entity conversion analysis, partnership agreement terms, and strategic planning for business sales or acquisitions to maximize tax advantages.
Estate Tax Planning
Our services focus on minimizing estate taxes through trust structures, gifting strategies, and multigenerational planning. We collaborate with legal professionals to ensure compliance with complex tax codes while preserving family wealth across generations.
Audit Representation
We provide comprehensive representation during IRS and state audits, including document preparation, examiner communication, and negotiation of settlements. Our goal is to protect client interests while resolving tax disputes efficiently and favorably.
People
John Schachter
Managing Partner
With over 30 years of experience, John Schachter specializes in complex tax planning and international compliance. He leads the firm's strategic direction while maintaining hands-on client relationships, focusing on high-net-worth individuals and business owners.
Michael Cieri
CPA
Michael Cieri brings extensive expertise in corporate tax and accounting systems. He specializes in business entity structuring and financial reporting, helping clients optimize their tax positions while ensuring regulatory compliance.
Laura Johnson
Enrolled Agent
Laura Johnson focuses on individual tax planning and estate strategies. Her expertise includes stock compensation planning and trust administration, providing clients with comprehensive solutions for complex financial situations.
Craig Pellet
CPA
Craig Pellet specializes in international tax compliance and audit defense. He works extensively with clients navigating cross-border tax issues and represents businesses during IRS examinations to achieve favorable resolutions.
Questions
What tax services do you specialize in?
We specialize in complex tax preparation, international tax compliance, business entity structuring, estate tax planning, and audit representation for individuals and businesses.
Do you work with international clients?
Yes, we provide cross-border tax compliance and planning services for US taxpayers with foreign assets and international businesses operating in the US.
How do you handle IRS audit representation?
Our team provides full audit defense services, including documentation preparation, IRS communication, and negotiation of settlements or payment plans when needed.
What accounting software do you support?
We work with QuickBooks, AccountEdge, Quicken, and cloud-based solutions, providing implementation, training, and system optimization services.
Can you help with business entity selection?
Yes, we advise on optimal business structures (corporation, partnership, LLC) based on industry, growth plans, and tax considerations.
Do you offer estate and trust tax services?
We provide trust tax reporting, estate tax planning, and multigenerational wealth preservation strategies to minimize tax liabilities.
