Tax & Compliance


Building Strategy Around Your Business GoalsTax & Compliance

Business owners and leaders have a lot on their plate from servicing customers to product quality to staff retention and everything in-between. Somewhere on that list are taxes, and while you surely comply with deadlines, taking the time to strategize for tax savings is never something at the top of your to-do list. However, in today’s tax environment where laws change regularly, you need to make sure you’re capitalizing on every opportunity.

By understanding your business goals and plans, we can help you find ways to minimize your overall tax burden. Perhaps there’s a better way to roll out something you are considering. A new idea you could implement. A more advantageous timeline to consider. We believe that monitoring your tax situation year-round is how you can truly give your business a competitive advantage.

We provide businesses with:

There are also a number of business decisions with significant tax implications that we guide businesses through including:

Our tax professionals have a wealth of experience working with businesses of all sizes and structures. By matching your unique circumstances to possible solutions, you will rest assured that your tax liability is minimized as you comply with the law.

Contact us today to ask how our business tax planning and compliance services can give your business the edge.

Simplifying Taxes for Individuals

Can you deduct state and local taxes? Do you owe taxes on a cash gift made to your child? How does your business income flow into your individual return? As life happens, many of the choices you make have tax consequences, whether it results in a credit or deduction. But you don’t know the tax law, so how do you know if you are complying and, more importantly, making decisions to reduce your overall tax liability?

We have experience helping individuals, including business owners, plan for taxes. We read the tax code so you don’t have to and use that knowledge to help you make smart decisions year-round. Your tax return is due every April 15, but a comprehensive tax-savings strategy should align with your year-long decisions and personal life goals.

Individuals turn to us for help with:

  • Individual income tax preparation and planning
  • Multi-state tax
  • Personal property tax
  • Estate and gift taxes

As you prepare for major milestones in your life, we help you determine the best tax strategy for them including:

  • Education planning
  • Retirement planning
  • Charitable giving

Having worked with individuals including business owners and high-net-worth families, we have likely encountered any situation you will face. This experience, coupled with our knowledge of the tax law, means we can help you navigate your tax scenarios.

Contact us to see how we can keep you compliant while helping you reduce your overall tax liability.

Team Leaders

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