S&G

Business Consultants & Certified Public Accountants

The BENCHMARK in Professional Services ®

Business Consultants and Certified Public Accountants with guaranteed services

We take great pride in the services we provide and our ability to add real value to your company. One of the things that sets us apart from other firms is our dedication to customer service. Everything we do is measured by our commitment to serving our clients. While most other accounting firms simply tell clients about it, we put our money where our mouth is and guarantee it! You are the judge of the end product, and if you believe you have not received a measurable value for a particular service, you may withhold payment. Please read our engagement letter for details on our guarantee.

 TAX LAW UPDATES

  • Corona Virus Business Resources: In these unprecedented times, staying informed on daily changes while still trying to operate a business is overwhelming. Go to Corona Virus page of our website for regular updates including Families First Coronavirus Response Act Q&A, SBA loan highlights, and more.
  • IRS Postpones Filing & Payment Due Date to July 15: Early last week the US government announced that certain individuals and corporations may delay their April 15th tax payments for 90-days. After much debate, it was announced that the 2019 federal tax filing and tax payment deadlines would be moved to July 15th, 2020. Now the federal filing deadline coincides with the federal tax payment deadline giving taxpayers additional time to file returns and make payments, More on our tax update page
  • Massachusetts Tax Alert: The Massachusetts Department of Revenue (“DOR”) originally indicated it was prepared to follow the IRS in offering similar relief for taxpayers. On March 20th, when the IRS postponed the 2019 tax payment and filing deadline to July 15th 2020, it was assumed that Massachusetts would release similar guidance. More on our tax update page

The greatest complement you can give us is making a referral, we are always looking for new business. Learning where to begin is sometimes the hardest part START CONVERSATION


Seminar Calendar

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  • 1:30 PM-5:30 PM
    2018.09.12
    Cape Codder Resort & Spa

    1225 Iyannough Rd, Hyannis, MA

    1225 Iyannough Rd, Hyannis, MA

    Most business owners are not operating their businesses in a way that actually builds its value. Typically, business owners are fulfilling a lifetime passion and operating as a “life-style” business providing a stable weekly income. Too often, owners are overly focused on day-to-day operations.

    Please join Terry Shepherd, a founding partner of ROCG, who will speak about building business value and positioning your business to achieve your personal, financial, and business-related goals.

    In addition to building business value, Terry will touch upon planned and unplanned exit timing. For most of us unless you have other diversified financial assets to rely upon, you will need to ensure your business is always in a “sale-able” condition, and know if you will achieve enough financial resources from the transaction to fund you and your family’s post-sale lifestyle need and wants.

    • Do you know what your business is worth?

    • Have you started to build a Business Transition (BT) Plan?

    • Do you know when you would like to exit from your business?

    • Do you know which exit option is most likely to meet your personal, financial, and business-related goals and objectives?

    This Panel Discussion will include

    • Erick Clark – President, South Shore Generator
    • Craig Bovaird – President, Built-Rite Tool & Die Inc.
    • Brad McClay – VP, Associated Elevator

    The most critical question you have to answer NOW is “how much do you NEED from the sale of your business to fund your future lifestyle?” It’s never about what you want from the sale or what you think your business is worth. You need to know if you have a value gap, and if you do, how are you going to close it. This is the starting point upon which to build your exit plan and then quickly begin implementing it.

    Remember, you typically have one shot at success…it has to be a good one!

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  • 12:45 PM-6:30 PM
    2018.09.20
    The Hogan Center, College of the Holy Cross

    1 College St, Worcester, MA 01610

    1 College St, Worcester, MA 01610

    We are proud to partner with the Business Fundamentals Bootcamp to present “Business Growth Secrets Revealed-Strategic Planning in Increase Profitability and Build Business Value”

    Most business owners are not operating their businesses in a way that actually builds its value. Typically, business owners are fulfilling a lifetime passion and operating as a “life-style” business providing a stable weekly income. Too often, owners are overly focused on day-to-day operations.

    Please join Terry Shepherd, a founding partner of ROCG, who will speak about building business value and positioning your business to achieve your personal, financial, and business-related goals.

    In addition to building business value, Terry will touch upon planned and unplanned exit timing. For most of us unless you have other diversified financial assets to rely upon, you will need to ensure your business is always in a “sale-able” condition, and know if you will achieve enough financial resources from the transaction to fund you and your family’s post-sale lifestyle need and wants.

    • Do you know what your business is worth?

    • Have you started to build a Business Transition (BT) Plan?

    • Do you know when you would like to exit from your business?

    • Do you know which exit option is most likely to meet your personal, financial, and business-related goals and objectives?

    The most critical question you have to answer NOW is “how much do you NEED from the sale of your business to fund your future lifestyle?” It’s never about what you want from the sale or what you think your business is worth. You need to know if you have a value gap, and if you do, how are you going to close it. This is the starting point upon which to build your exit plan and then quickly begin implementing it.

    Remember, you typically have one shot at success…it has to be a good one!

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LATEST BLOG

  • Coronavirus Business Resources - In these unprecedented times, staying informed on daily changes while still trying to operate a business is overwhelming. Visit the Coronavirus Business Resources page for regular updates including Families First Coronavirus Response Act Q&A from the DOL, SBA loan highlights, and more.
  • Announcing Acquisition Winer CPA, P.C. - Terence J. Shepherd, managing partner of S&G LLP, Business Consultants and Certified Public Accountants today announced the acquisition of Winer CPA, P.C. of Framingham, MA. In making the announcement Mr. Shepherd said, “We are proud to announce this strategic acquisition. We are always looking for ways to grow, as well as improve our firm and […]
  • Loss Limitations: What Partners and S-Corp Shareholders should know - The internal revenue code has various provisions that restrict partners and S-Corp shareholders from recognizing certain losses in the tax year that the loss was incurred.  These restrictions come in various forms: at-risk losses, passive activity losses, and excessive business losses to name a few.  Individuals with ownership interests in these types of pass-through entities […]

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