Your taxes must be done right. Trust us to work on your behalf and in your best interest.
Our proactive approach to tax services helps safeguard your assets. We represent both individual and corporate clients, with services ranging from advising on tax-related questions to assisting with estate planning.
Benefits
- Save time and money: Because we’re knowledgeable of recent changes to tax forms and instructions, our services eliminate the need for you to conduct any personal research.
- Stay ahead of the curve: Everything from investment analysis to employee benefit plans are impacted by taxes, and ongoing tax planning allows our clients to strategize for optimal results.
- Minimize errors: There’s plenty of room for error when filing tax forms. We help clients avoid overpaying by identifying the credits and deductions for which they’re eligible.
Core Services
Application for exemption
Compensation planning and incentive plans
Estates and trusts
Estimated tax liability and projections
Estate tax analysis, planning and minimization
Exempt organizations
Out-of-state, part-year and non-resident returns
Representation before the IRS and state authorities
Year-end tax planning
Who We Serve
Construction and real estate
Education
Engineering
Government
Individuals
Manufacturing
Nonprofit organizations
Professional services
Retail
Technology sector