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Tax Services

All organizations and individuals are interested in maximizing tax savings while minimizing exposure which points to proper compliance and effective planning, now even for nonprofits. Our tax group exists to help clients effectively take advantage of the full range of tax-efficient options available to them, and develop ongoing tax strategies for long-term benefit.

We provide tax compliance, advisory, and advocacy services for a diverse client base that includes corporations and partnerships of all sizes, as well as high net worth individuals and families, and other operating entities. Clients engage us to analyze complex tax matters and communicate proactive and forward-thinking insights for decision-making purposes. We are available throughout the year to help with business and financial planning ideas and issues.

Our Services

We assist clients in selecting the optimal business structure, navigating the tax consequences of financing transactions, structuring or implementing a merger or acquisition, planning an exit strategy, as well as, supporting them in other vital business transactions and day-to-day activities:

  • Corporate Tax Compliance & Planning
  • Individual Tax Compliance & Planning
  • State & Local Tax Strategies
  • Tax Compliance for Nonprofits
  • Tax Outsourcing/co-sourcing