Business Details
28 Years
experience
Your Trusted Legal & Tax Solutions in Cumberland, RI
Bruce D. Sawyer is a trusted legal and tax advisory firm founded in 1998 by Bruce D. Sawyer, an accomplished attorney and certified public accountant with over 30 years of professional experience. Our dual expertise in legal and financial matters enables us to provide comprehensive solutions for estate planning, tax representation, probate law, and business law. As Probate Judge for Central Falls since 1996, we combine judicial insight with practical legal counsel to protect client assets and navigate complex regulations. Our team maintains active memberships in prestigious organizations like the American Academy of Attorney-CPAs, ensuring adherence to the highest professional standards. We serve clients across Rhode Island and Massachusetts, offering home visits and evening appointments for convenience.With a Magna Cum Laude academic background from Bryant College and New England School of Law, our founder brings rigorous analytical capabilities to every case. Our office manager Kathleen L. Sawyer contributes over 30 years of administrative expertise to ensure seamless client service. We specialize in mitigating legal and financial risks through tailored strategies that address both immediate needs and long-term objectives. Our practice areas include elder law, special needs trusts, real estate transactions, and Medicaid planning, reflecting our commitment to holistic client care. This integrated approach has established us as a reliable partner for individuals and businesses seeking expert legal and tax guidance.
Services
Elder Law
Estate Planning
Medicaid Planning
Probate Law
Real Estate
Small Business Law
Special Needs Trusts
Tax Preparation
Details
- Year established: 1998
Highlights and features
- We offer dual-licensed legal and accounting expertise for comprehensive solutions
- Our founder has over 30 years of combined legal and accounting experience
- We implement customized risk mitigation strategies for complex cases
- Our team includes judicially experienced Probate Judge professionals
- We maintain active membership in the American Academy of Attorney-CPAs
Associations and certifications
- Certified Public Accountant
- Certified Fraud Examiner
- American Academy of Attorney-CPAs
Services
Estate Planning
We create comprehensive estate plans including wills, trusts, and power of attorney documents to protect assets and ensure proper distribution. Our services help clients avoid probate while minimizing tax liabilities. With dual legal and accounting expertise, we develop customized strategies that maintain clients' financial independence and secure their legacy for future generations.
Medicaid Planning
Our Medicaid planning services help families prepare for potential nursing home expenses through strategic asset protection and eligibility planning. We implement customized solutions that preserve assets while meeting program requirements. With compassionate guidance, we assist clients in navigating the complex Medicaid application process and developing contingency plans for future healthcare needs.
Probate Law
We provide expert probate administration services to executors and trustees, handling will validation, asset inventory, and beneficiary distributions. Our team guides families through guardianship proceedings for minors and incapacitated adults. With judicial experience as Probate Judge, we offer practical solutions for resolving estate matters efficiently while maintaining compliance with Rhode Island and Massachusetts regulations.
Tax Preparation
Our tax services include preparation of federal and state returns for individuals, businesses, and trusts, along with IRS representation for tax disputes. We develop strategic tax-saving plans and negotiate offers in compromise for clients facing financial hardship. As a dual-licensed CPA and attorney, we provide integrated solutions that address both legal and tax implications of financial decisions.
Small Business Law
We assist entrepreneurs with business formation, compliance, and succession planning to ensure long-term success. Our services include entity selection, contract drafting, and tax optimization strategies. We help business owners protect personal assets while developing plans for transferring business interests to beneficiaries, combining legal expertise with financial planning acumen.
People
Bruce D. Sawyer
Attorney & CPA
Bruce D. Sawyer is a dual-licensed attorney and CPA with over 30 years of experience in legal and tax matters. He established his firm in 1998 after working at KPMG and serves as Probate Judge for Central Falls since 1996.
Kathleen L. Sawyer
Office Manager
Kathleen L. Sawyer manages office operations with over 30 years of administrative experience. She graduated from Providence College in 1988 with a degree in Marketing and supports clients with efficient case management.
Questions
What legal services do you specialize in?
We specialize in estate planning, Medicaid planning, probate law, tax preparation, real estate transactions, and small business law. Our dual-licensed attorney-CPA provides integrated legal and financial solutions for individuals and businesses.
How can you help with estate planning?
We create customized estate plans including wills, trusts, power of attorney documents, and Medicaid qualification strategies. Our goal is to protect assets, minimize taxes, and ensure smooth asset transfer to beneficiaries while avoiding probate.
Do you offer home visits for consultations?
Yes, we provide home and evening appointments for client convenience. Our Cumberland, RI office is centrally located near major highways, and we accommodate clients who prefer in-home consultations.
What areas do you serve?
We primarily serve clients in Rhode Island and Massachusetts. Our practice covers statewide legal matters including probate administration, real estate transactions, and Medicaid planning across both states.
Are you available for urgent legal matters?
While we don't offer 24/7 emergency services, we prioritize urgent client needs during regular business hours. Our team provides timely responses to critical legal and tax issues through scheduled appointments.
