Tax Services

Helping business and individual clients achieve short- and long-term financial goals

Our professional tax services help individuals and businesses with tax preparation, compliance, and long-term planning. Our tax professionals stay current with tax laws and regulations and participate in continuing professional education.

We work closely with clients to evaluate tax savings options and lay the groundwork for a reduced future tax burden. We can find opportunities to help achieve short- and long-term financial goals.

Business clients

We offer specialized tax services for businesses including:

• Business start-up and choice of entity
• Business income taxes
• Buy-sell agreement structuring
• Lease or buy decisions
• Mergers and acquisitions consulting
• Multi-state tax planning
• Sales and use tax
• Tax-exempt organizations

individual clients

Our tax services for individuals include:

• Estate and succession planning
• International tax planning
• Investment analysis
• Personal expenditure management
• Personal financial statement preparation
• Retirement planning
• Tax planning and compliance
• Trust accounting