Financial & Tax Services
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175 Haven St, Reading, MA 01867 |

Tax Preparation & Financial Statements in Reading, Massachusetts

Make sure you are not overpaying or underpaying your taxes by using the tax preparation services of J & B Crosby & Co. in Reading, Massachusetts. Our tax services are designed to limit your tax burden while allowing you to concentrate on your business.

Tax Preparation

Our tax preparation services cover federal and state taxes for individuals, fiduciaries, partnerships, corporations, and estates. Make an appointment to speak with a representative or deliver your documents electronically or physically to our office. If you need a face-to-face consultation, we are more than happy to discuss options with you.

Tax Planning

Get help planning ahead for how to deal with your tax burden, whether individually or as a corporate entity, partnership, fiduciary, or estate. We can help you save on your taxes by estimating and then preparing for the year end, and by finding deductions you were not aware of. Your future financial success needs to be planned for as early as possible.


Get help preparing monthly tax deposits, year-end W-2s and 1099s, and quarterly payroll reports. For your monthly tax deposits, we will calculate the amount you will need to pay federal and state agencies. We can calculate, prepare, and submit electronically on your behalf.


We work with QuickBooks® and PeachTree® as well as Excel® spreadsheets. You provide us with your transactions and we will calculate your net profits and other financial details. We can also work with QuickBooks online to access your data, and can do bookkeeping for you as necessary. We recommend annual reporting, and will work with you to keep up to date throughout the year.

Financial Statements

Get a compilation of financial statements based on taking the paperwork from your management and preparing it for presentation. We will present a balance sheet and profit loss statement specific to the needs of your business.
Contact us in Reading, Massachusetts, for more information how tax preparation can save you money.