Tax

Our experienced team offers tax services for both business and individuals, and provides personalized and comprehensive tax planning, compliance and consulting solutions to help you meet your goals.

We have the national accounting firm expertise and perspective you demand with local accounting firm attention and responsiveness you deserve. We deliver integrated tax solutions supported by proven expertise and depth of resources.

Our team has substantial experience supporting clients with complex needs. Your engagement team is selected based on depth of experience in your areas of need to ensure that the services we provide are relevant, accurate and timely. 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