Tax Services

The tax department is the largest segment of our practice. Our tax compliance, planning, and consulting personnel provide clients with strategies that simplify complex tax issues, with a focus on tax reduction strategies. Our experienced tax professionals have earned various advanced degrees and accreditations (MBA, CPA, CFP, CVA, MSA, J.D., and MST) that they readily ingrate into an engagement. They apply integrated consulting services to minimize tax liabilities and maximize planning benefits.

Since tax rules and regulations are always evolving, proactive planning becomes a critical factor when providing tax services. Our commitment to staying abreast with changing tax laws and regulations ensures that our clients receive reliable and timely tax services. By anticipating change, we are able to provide personalized tax planning recommendations that reduce our clients' tax liabilities and leverages their decision-making.

Our tax services include:

• Federal and state tax compliance for businesses, individuals, and trusts
• Specialize in multi-state, investment partnerships, and complex family arrangements
• Estate and income tax planning
• Retirement planning
• Asset protection
• Representation in IRS matters

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