In today’s economy, tax planning is essential to both personal and corporate profitability. We work closely with our clients in order to anticipate and identify any and all tax-saving opportunities. This is done through our firm’s knowledgeable team of tax specialists who keep abreast of and advise clients on the numerous changes in tax laws, regulations, policies and procedures. Additionally, O’Connor & Drew distributes a monthly newsletter that informs and enlightens clients on both tax and money-saving issues. Contact us at info@ocd.com if you would like to receive our newsletter.


At O’Connor & Drew, we provide a full range of Federal, state and local tax services, including:

Income tax return preparation for individuals, corporations, partnerships, estates and trusts, and not-for-profit entities.


Tax planning for overall and specific business transactions.


Transaction Analysis for Tax and Financial Impact including:

  • Purchases and Sales
  • Reorganizations, Redemptions and Liquidations
  • Selection of Entity Type
  • Timing Issues
  • Suggested Structuring of Transaction to Minimize Taxes
  • Planning and Assistance with Pension, Profit-sharing and Other Employee Benefit Plans
  • Valuation of Business Interests
  • Preparation of Subchapter S-corporation Applications
  • Recommendations Regarding Foreign Tax Transactions and Multi-state Issues
  • Tax Research
  • Representation Before the IRS, State and Local Department of Revenue
  • Multi-state Tax Issues
  • Income Recognition
  • Sales and Use Tax
  • Personal Property Tax
  • Nexus Considerations
  • International Tax Issues
  • Request for Letter Rulings and Technical Advice

Both new and aspiring business owners and established corporations can be assured they will receive exceptional and knowledgeable tax advice from the professionals at O’Connor & Drew. We realize that the key ingredient to financial success is to recognize appropriate tax planning and minimize tax consequences. Let our team of professionals work with you in order to help you or your business design a specific strategy that will focus on and achieve maximum profitability.

25 Braintree Hill Office Park, Suite 102, Braintree, MA 02184 Tel/Fax: 617.471.1120, 617.472.7560 info@ocd.com