Tax

By understanding your financial goals and asking the right questions, our advisors are able to customize tax strategies around your specific business and individual needs. Our tax experts guide you through the planning process to ensure that there are no surprises at tax filing time.

Our tax team is highly knowledgeable in the complexities of tax law, industry-specific tax requirements, effectively representing our clients before the IRS, and niche areas such as SALT (State and Local Tax) Studies and R&E Tax Credits.

In addition to our in-house expertise, we have immediate access to national and international resources through our affiliation with RSM (formerly McGladrey Alliance), one of the leading audit, tax and advisory networks in the world.

2016-2017 Tax Planning Guide


Business Tax Services

Our Business Tax Services focus on reducing your business’s tax liability so you can concentrate on increasing your income and assets, and maximizing the growth and profitability of your business.

Our Business Tax Services include:

  • Income tax planning
  • Mergers & acquisitions
  • State & local tax consulting
  • R&E tax credits
  • Employee benefit planning to maximize business tax advantages
  • Cost segregation studies to increase tax dollar savings for constructing or expanding a facility
  • LIFO studies
  • R&E tax credit studies
  • Tax controversy representation
  • Executive compensation programs to minimize tax consequences
  • Compliance with federal, state, and international jurisdictions
  • Multi-year and transaction tax planning to achieve long-term goals
  • Preparation of federal and state tax returns, and management of audits by taxing authorities
  • Corporate tax function outsourcing
  • Multi-state and local tax compliance and planning
  • Financial tax services
  • Trusts and Estate Administration Tax compliance and planning
  • Wealth Transfer planning

Individual Tax Services

We provide a variety of Personal Tax Services including:

  • Wealth management
  • Income tax planning and compliance
  • Preparation of federal and state tax returns and management of audits by taxing authorities
  • Estate planning, including tax minimization and distributions after death
  • Charitable planning to maximize tax advantages
  • Estate and trust administration
  • Asset protection to preserve individual or family wealth