Income Tax, Estate and Gift Tax Planning

Income, gift and estate tax planning and preparation is one of our concentrations at the Costa Law Group, P.C. Opportunities to realize potential tax savings are first identified at the time a transaction (business or personal) is contemplated. These opportunities are then put into practice by the careful analysis of the latest tax law. Tax projections, along with other analyses, are used to help determine the optimal strategy to employ. At the appropriate juncture, we then provide thorough and detailed tax preparation, rather than merely filling out a form. Our firm uses sophisticated tax preparation software, thus minimizing the chance for error while maximizing tax savings.

The firm’s personalized service includes timely reminders of important deadlines to take advantage of tax-saving opportunities while maintaining full compliance with all tax laws.

Our clients’ returns range from the most sophisticated returns to relatively simple returns. Our firm also is adept at the preparation of income tax returns for non-resident taxpayers. Most recently, we have conducted seminars about non-resident tax return filing and preparation requirements at Harvard University, MIT, and Northeastern University. We consider ourselves to be very well versed on the topic of the U.S. taxation of non-residents.

  • Tax Planning
  • Tax Preparation
  • Resident
  • Non-Resident

Helpful Tax Resources

Have a tax question? Speak with us.

Let us help you secure the best possible resolution to the challenges you are facing. We invite you to contact us to speak with an experienced attorney.


What Our Clients Have To Say

“I hired Nelson Costa to represent me in a very complicated tax preparation. I felt he was professional and always acted in my best interest and he was always available to answer any questions I had. I would highly recommend Nelson’s tax preparation services.”

by tax client

“I could not have had a better real estate lawyer. Nelson has helped me through a numerous real estate transactions and has always had answers for everything that could possible happen. If you need a great real estate lawyer, please call Attorney Nelson Costa. I tell all my friends and family to use him, because he is that good.”

by R.S – real estate client

“I hired Nelson to help administer and probate my parents estate. This was a very difficult process for me but Nelson made me feel at ease with his knowledge and experience. Both Nelson and his staff were easily accessible. I really appreciated Nelson’s ability to work around my schedule, including after hour phone calls. I was very impressed with his abilities and how he communicated with all parties involved. I highly recommend his services”

by K.D. – estate and probate client

“I needed the honest and straight forward advice of an attorney. Nelson carefully advised me of my options and then represented me in a very professional and competent manner, resulting in the best outcome I could have hoped for in my situation.”

by D.P.