Services

Tax Services

We have a wealth of expertise in developing innovative, sound tax strategies that align with our clients’ business and personal goals.

Our knowledgeable advice has consistently resulted in maximizing tax savings while minimizing tax liability. A comprehensive tax strategy builds a strong reporting foundation to supports tomorrow’s growth while meeting current needs.

Representative list of tax strategies:

  • Income shifting techniques
  • Entity choice
  • Retirement distribution options
  • Mergers and acquisitions
  • Multi-state taxation and Nexus consulting
  • Retirement planning
  • Estate and gift tax planning

In addition, our tax professionals have extensive experience successfully representing clients before federal, state and local tax authorities during tax examinations, litigation matters and collection issues.