Our staff of qualified CPAs and accountants is prepared to assist clients with all aspects of tax planning and compliance, tax preparation, multi-state taxes, international tax and more. With our guidance you will know about tax implications before you make important business decisions.
Business Tax Planning and Compliance
Our business tax planning and compliance services
- Preparation of tax for privately-held companies
- Tax planning
- Entity selection and structure (S or C Corporation, Partnership, LLC, etc.)
- Analysis of inventory and tax accounting methods
- Mergers, acquisitions and reorganization
- Multi-state taxes
- Representation to IRS auditors
- Tax credits and incentives
Guidance for important business decisions
Other Services
Valuations for Individual and Corporate Tax Planning
Our trust and estate tax planning and compliance services include tax planning, investment account reconciliation, Trust and estate income tax planning, and more
Succession and Shareholder Planning
We provide advisory services to trust and estate attorneys, high-net-worth individuals, family offices, trustees, tax accountants, and asset managers.
Transaction and Corporate Advisory Services
We leverage our team's valuation expertise to assist clients in making sound business decisions in critical transactions.