Tax Services

Need a proactive partner to assist you with your business and personal tax planning and compliance needs? We deliver traditional compliance-based services but are very committed to providing proactive tax planning and consultation — before a transaction occurs.

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:

  • 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
  • Communicating tax law changes and the impact to you and your business
  • Providing experts who can translate and interpret complex IRS 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 tax controversy resolution and audits
  • 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