Tax Preparation and Consulting

Tax services are at the heart of our business. Our partners and managers have deep experience in tax preparation and planning. Over the years, countless individuals and businesses have relied on our tax services to save time and provide peace of mind.

We prepare individual and business tax returns, create tax-efficient financial plans, and provide the expert advice and skill you need to keep your taxes in order. We’re able to prepare nearly any tax return in any jurisdiction at any time.

Our expert team will help you avoid pitfalls, minimize your taxes, maintain accuracy and adapt your plans to changing regulations and circumstances.

In addition to tax preparation, we provide tax consulting services including:

  • Corporate and partnership structures
  • Multi-state and consolidated structures
  • Capital gains planning
  • Compensation, benefits, and deduction planning
  • Charitable planning and compliance
  • Trust accounting
  • Estate and inheritance advice
  • Business purchase, sale, and succession advice
  • Not-for-profit compliance
  • Employer payroll taxes
  • Business property and sales taxes
  • IRS correspondence and controversy management