Tax Planning & Preparation

Expect more from your tax planner.

Our always up-to-date knowledge of changing tax laws is just the beginning. We look at minimizing taxes in an efficient and tax-smart way, helping you identify alternatives, understand the tax implications of your options, and structure transactions in a way that achieves your objectives.

Taxes are an essential business function so core to the success of your business, it really can’t be overstated. Our year-round tax planning combines a clear understanding of your corporate strategy and marketplace with the assurance you’re meeting tax compliance responsibilities.

  • Entity selection/tax and business objectives
  • Mergers, acquisitions, and divestitures
  • Acquisition and sale of real estate
  • Strategic tax planning
  • Trust and estate planning
  • Sales and use tax research and compliance
  • Representation before IRS, state, and local tax authorities

A personalized plan for your success.

You know you need to be on top of your tax planning, but you’d rather be focusing on something else? Let us help. We can create a plan customized for your individual needs in the areas of income, inheritance, and/or capital gains taxes.