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There are many great sites on the Web, but trying to find those great sites can be a frustrating experience. We have compiled a list of websites that we have found to be helpful sources of information. When you click on a link, a new window will pop up. Close the window when you are ready to return to this page. Accounting
Financial Accounting Standards Board (FASB)
Governmental Accounting Standard Board (GASB)
Tax
The Internal Revenue Service Home of the IRS on the Web. The IRS has definitely done a nice job on their Website. Check IRS Refund Status Track your tax return through the IRS website. Massachusetts Department of Revenue State Department of Revenue Massachusetts Office of the Attorney General
Massachusetts Secretary of State
Income Tax Refund Status for Massachusetts State Tax Refund Link Financial
Baystate Financial Services Baystate Financial Services, LLC is one of New England’s oldest and largest privately owned financial services firms, with offices throughout the northeast. For over a century, their organization has provided a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs. Karen Melo, CFP
Karen is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry.She began her career as a retirement specialist for a major mutual fund company and worked 6 years as a pension portfolio accountant at State Street Corporation before becoming an independent financial planner. Karen graduated the University of Massachusetts - Dartmouth, with a degree in Finance and attended Bentley University's McCallum Graduate School of Business while working towards her Certified Financial Planner™ designation. Nurses, executive women and same-sex couples are the focus of Karen’s practice. She works closely with the RI State Nurses Association (RISNA) and regularly hosts educational seminars. She grew up in South Coast Massachusetts and is fluent in Portuguese. She’s actively involved in the community as a mentor for Big Sisters of RI and a volunteer for the Gloria Gemma Breast Cancer Resource Foundation, a locally based charity for a cause that is close to her heart. She enjoys learning the game of golf, and recently served as a Board Member of the Executive Women's Golf Association. She’s an avid reader and master networker! She believes in forming relationships with other professionals that can reliably serve her clients. Karen’s passion is helping clients feel empowered by being educated about their individual financial circumstances. She strives to create an environment for clients that is comfortable, supportive and free of judgments. Lee Ann Fatalo, CFP
She is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association. She focuses on assisting individuals, familes and small business owners with their business and personal financial needs. Her mission is to help individuals develop their lifetime financial objectives, evaluate their options, determine the appropriate strategies, and then achieve those objectives. Lexington Wealth Management Lexington Wealth Management is a boutique, fee-only, independent investment and financial advisory firm that goes beyond traditional wealth management to help clients balance the head and the heart – or strategy and emotion – as they face important decisions in life. Based in Boston and Manhattan, the firm has approximately $500 million in assets under management (as of June 30, 2011) and is nationally recognized for uncovering the best, smartest, and most comfortable path for clients to travel from their own personal point A to point B. Scott J. Batey, CLU
Scott J. Batey, CLU has over 25 years of experience in the financial services industry. He beganhis career in the financial services industry in the Home Office of New England Financial where he managed financial operations of its career distribution system. Today Scott helps individuals and business owners navigate their unique financial challenges by defining their goals and delivering advice on a customized basis. Mr. Batey received his BA in History from Boston University graduating Cum Laude in 1982. He went on to receive his MBA in Business Administration from Babson College in 1987. He earned his CLU from the American College in 1997, and holds his Series 7, 24 and 66 licenses. He also holds a broker’s license in life, accident and variable insurance. Scott lives with his spouse Steve in Hyde Park, MA where he is a board member of Hyde Park Main Streets, a city wide organization dedicated to the promotion of the economic vitality of Boston’s neighborhood business districts. He volunteers his time with fundraising and community activities that help sustain Hyde Park local businesses. Contact Information: 200 Clarendon Street, 19th Floor Boston, MA 02116 Tel: 617-585-4589 Fax: 617-369-9040 E-mail: sbatey@baystatefinancial.com Money Magazine Money Magazine offers an online edition that is a great resource for financial information. Governmental
Social Security Online The Official Website of the U.S. Social Security Administration. U.S. Small Business Administration Small business programs and services to help you start, grow, and succeed. Non Profit
Look up 990 Forms Connecting people with nonprofit information since 1994, GuideStar offers basic, in-depth, and customized data services on more than 1 million U.S. nonprofits. Choose the level of information that’s right for you. Better Business Bureau for Nonprofits Better business bureau, info about nonprofit orgs and donors. Board Source, resources to help strengthen NFP boards of directors
National Council of Nonprofit, sample governance policies and other info
Law
Wilson, Marino & Bonnevie, P.C.
Located in Newton, Wilson, Marino & Bonnevie, P.C. is a small firm of three experienced attorneys who can help you navigate difficult legal problems with skill, practical innovation and personalized legal advice that always respects cost efficiency. We bring a broad range of legal practice in many areas of the law to each case, helping you to make the right decisions and move forward in your life. State Privacy Laws
State Security Breach Laws
In addition to Federal regulations, various states are enacting privacy regulations. This page provides information on various state privacy legislation. Forty-six states, the District of Columbia, Puerto Rico and the Virgin Islands have now enacted legislation requiring that companies and/or state agencies disclose to consumers security breaches involving personal information. For summaries of legislation and links to the text of bills enacted each year, click on the links listed below. Same Gender
N.Y. becomes sixth and largest state to legalize gay marriage
Same Gender Tax Blog
News
MSNBC - Microsoft & NBC MSNBC is the place for up to the minute news. Many of the news articles have audio and video clips. Wall Street Journal Complete financial news service offers personalized news and market quotes. Plus, links to Barron's Online and Smart Money Interactive. Technology
All Business Technologies All Business Technologies specializes in many different aspects of Business Technology. If you are looking to build a network from the ground up or just looking for simple computer repair we are the company that will fit your needs. All of our work is competitively priced and our work is second to none. If you would like to have some technology changes made to your business, chances are, we can do it. Networking
LinkedIn Visit Lillian on LinkedIn! Facebook Check us out on face book! Disaster Recovery Resources
Tax Assistance The IRS publishes a Disaster Loss Kit for businesses that wish to amend tax filings to reflect the damage done to the business. Small Business Administration (SBA) The federal Small Business Administration (SBA) regularly establishes emergency loan centers in the commonwealth to provide impacted business with assistance. The SBA typically provides low-interest disaster loans to help a business recover from economic injury or business physical injury losses. Details on how to apply and eligibility are available on the SBA website at Federal Emergency Management Assistance Agency (FEMA)
The federal Emergency Management Assistance Agency (FEMA) may also be a source of assistance. Its funds are tied to immediate recovery from the disaster but that may be what your business needs in order to reopen. Client Resources
Jan Donley
Jan Donley's recent story is a novel called The Side Door (release date July 2010). You can now visit The Side Door page by clicking on the link. Rose Hill Garden If you’re seeking a Florist for a corporate event or special occasion, Rose Hill Garden creates one of a kind custom designed floral arrangements. They use imported Dutch quality flowers. They are located in North Easton, MA. and service the greater Boston area north and south. Their services include fruit and gourmet baskets, plants, gifts baskets, daily orders, funeral tributes, interior and exterior seasonal decorations, corporate holiday events and parties, and much more. Rose Hill Garden, Nurturing Your World call 508-238-9621. Please see their website for more information
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