Three practice categories, twelve services, one philosophy: financial architecture that lasts. Every engagement is led by a senior advisor, in English or Portuguese.
Founders do not need another vendor. You need a partner who owns the numbers, understands where the business is going, and files the paperwork before you notice it is due.
LLC, S-Corp, C-Corp, or partnership. We map the entity structure to your revenue model, growth plan, and tax posture, then handle the Massachusetts and multi-state filings end to end.
Instead of reacting to April, we set your annual tax posture in Q1 and adjust it live across the year to keep the effective rate optimized and cash flow predictable.
Clean books, closed on time, reviewed monthly. You get statements you can actually read, backed by a senior CPA who catches the anomalies before they become problems.
Payroll processed on schedule, tax deposits filed correctly, W-2s and 1099s generated cleanly. Plus HR compliance guidance for growing teams.
Business, liability, key person, and health coverage evaluated as a system. We coordinate with carriers so you buy the right coverage at the right cost, not the first quote handed to you.
Credit card processing, POS integration, and payment infrastructure. We help you cut processing fees and integrate payments into your accounting system cleanly.
Your household is an economic engine. Silver files, advises, and structures it so that April is not a scramble and the rest of the year is not guesswork.
Federal, Massachusetts, and multi-state personal returns prepared by senior CPAs. Complex situations (K-1s, foreign income, rental portfolios) welcome.
Individual Taxpayer Identification Numbers for non-citizens who need to file U.S. returns. We handle the W-7, document certification, and IRS follow-through end to end.
A structured program that takes a household from surviving to structured. Includes the Silver Budget Estimator and two one-on-one consultations with a senior advisor.
Multiple entities, cross-border income, generational planning. Silver serves as the discreet, senior-level financial voice for clients whose file already fills a cabinet.
Senior-level advisory across investment structure, cash flow architecture, and long-term wealth positioning. Coordinated with your existing wealth manager, not replacing them.
Trusts, wills, generational transfer strategies. We work alongside your estate attorney so the financial and legal architecture actually match the intent of the plan.
Our signature program. A monthly discipline across five pillars, designed for entrepreneurs and business owners who refuse to plateau.
The first conversation figures that out. Thirty minutes, no cost, zero pressure.