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Tax Services

Our experienced tax team provides personalized and comprehensive tax planning, compliance and consulting solutions to help you meet your goals. We begin by listening to your needs, then leverage our experience to help you minimize your tax burden now, while planning for the future.  Services include:

  • Tax planning for individuals and businesses
  • Federal, state and local tax compliance
  • Charitable trusts and annuities
  • Cost segregation studies
  • Family limited partnerships
  • Financial strategy planning
  • IRS audit representation
  • Private foundations
  • Tax controversy representation 
  • Tax credits and incentives 
  • Trust and estate planning 
  • US tax planning for foreign entities

Please contact us for more details on your needs.