By asking the right questions and understanding your financial goals, 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, one of the leading audit, tax and advisory networks in the world.

2020-2021 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 and Acquisitions
  • State and Local Tax (SALT) Consulting
  • R&E Tax Credits
  • Employee Benefit Planning to Maximize Tax Advantages
  • Cost Segregation Studies to Increase Tax Savings
  • 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
  • Preparation of Federal and State Tax Returns
  • 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

Tax Provision Practice

In addition, our Tax Provision Practice offers outsourcing and co-sourcing services to assist with every facet of accounting for income taxes in accordance with ASC 740 regulations:

  • Preparation and review of quarterly and annual tax provision calculations
  • Validation of tax balance sheet accounts
  • Implementation of new accounting standards and tax laws
  • Business combinations and related purchase accounting
  • Proactive income tax provision reporting and 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
  • Management of Audits by Taxing Authorities
  • Estate Planning
  • Charitable Planning
  • Estate and Trust Administration
  • Asset Protection to Preserve Wealth