Taxation rules and regulations are constantly evolving at the local, state and federal levels making it virtually impossible for today’s business managers to stay abreast of requirements. Our expertise frees our clients from this burden.

Our insight can prove invaluable to an organization’s future as well as to its leaders’ financial position and peace of mind. We possess an extensive tax and business advisory background across diverse industries and sectors from professional services, real estate, IT, health care and not-for-profit organizations.
We work closely with industry executives to deliver deep experience, extensive resources and profound dedication – in addition to unparalleled knowledge of all aspects of tax planning and compliance.

Regular participation in a range of industry professional groups equips us to identify, advise on and address the issues organizations face with efficiency and cost-effectiveness. As a result, our clients are confident that their best interests are a priority to us, regardless of the tax challenges that may arise.

Our tax services include:
• IRS Representation & Tax Controversies
• Personal Financial Planning
• Private Foundation Services
• Tax-Exempt Organizations
• State and Local Tax (SALT)
• Tax Compliance & Reporting
• Tax Research and Strategic Planning
• Trust and Estate Planning

Our Tax Research and Strategic Planning services include:
• Tax research
• Tax strategies
• Business valuations
• Forensic accounting
• Business reorganization
• Risk mitigation planning
• Sales & Use tax research and compliance
• Start-up assistance
• Estate and retirement planning
• Internal controls