Tax Services

Need a proactive partner to assist you with your business and personal tax needs? We’re here to help! We deliver traditional compliance based services, but we do so much more.  We aim to add value by offering ideas and solutions to minimize your tax burden.  Our seasoned professionals specialize in tax strategy, planning, projections and preparation services.

Benefits of working with us include:

  • Proactively meeting with you to understand your needs
  • Being responsive to your requests and available when you need us
  • Adding value by providing experienced, executive-level tax strategy counsel and support
  • Working with you to identify federal and state tax credits and incentives to minimize taxes
  • Helping to ensure compliance with state and federal tax laws and regulations and reducing your burden through strategic tax planning
  • Keeping you up-to-date on tax law changes and the impact to you and your business
  • Proving you with hands-on guidance from experts who can translate and interpret complex rules and regulations into easily understandable analyses

Our tax services include:

  • Tax planning, preparation and projections
  • Specialized tax and business advisory solutions
  • Estate, trust and gift tax reporting
  • Tax research (federal and multi-state)
  • IRS audits and tax controversy resolution
  • Business transaction planning
  • Fixed asset and depreciation management and tracking
  • Cost segregation services
  • Research and experimentation credit studies
  • Economic incentives
  • State and local tax matters

Team Members

  • Nick Hopkins
    CPA, CFP®
    Partner, Director of Tax Services
  • Liz Belcher
    CPA
    Senior Manager, Tax Services
  • Lindsey Anderson
    CPA
    Manager, Tax Services
  • Brandon Cangany
    CPA
    Manager, Tax Services
  • Ryan Hodell
    CPA
    Senior, Tax Services
  • Abigail Hedges
    CPA
    Staff, Tax Services
  • Galen Monroe
    Staff, Tax Services
  • Dalton Mudd
    CPA
    Staff, Tax Services

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