Tax Services
Tax obligations represent one of the most significant financial burdens facing businesses and individuals. Through strategic planning and meticulous preparation, we help you navigate complex tax regulations to protect your wealth and support your financial goals. Our experience serving a large, diverse client base for over 45 years provides us with an abundance of intellectual capital regarding tax strategies for a variety of situations. Our team of CPAs provides comprehensive tax services to privately owned businesses and their owners, individuals, trusts and estates, foundations, and employee benefit plans.
Tax Planning & Preparation Services
We go beyond tax compliance and proactively recommend strategies to minimize your tax liability. Our CPAs stay current with tax legislation to help you navigate changing business and personal circumstances.
We Serve:
- Privately held businesses and owners
- Individuals
- Trusts and estates
- Foundations
- Employee benefit plans
Core Services:
- Federal, state, and local tax returns
- Multi-state taxation and Nexus planning
- Entity structure planning
- Tangible personal property taxes
- Complex partnership structures
- Tax credits and incentive programs: R&D, 179D, Retirement plan credit, EV credit, 45L and more
- Cost segregation and depreciation strategies
- Reporting business sales/purchases
- Amended returns and accounting method changes
Tax Saving Strategies:
- Defer income to optimize timing
- Reduce taxes on current income
- Minimize estate tax burden
- Optimize investment tax efficiency
- Maximize retirement distribution planning
- Structure gifts tax-efficiently
Our Approach: We assemble a dedicated team of CPAs with industry-specific expertise to help achieve your tax planning objectives and coordinate your tax preparation and consulting needs, providing direct access to professionals who understand complex tax and financial management matters.
What Sets Us Apart: Our decades of experience serving diverse clients gives us extensive knowledge of tax strategies across various industries and situations, allowing us to bring proven solutions to your unique tax challenges.
Trust, Estate & Foundation Services
Our specialized team works closely with our clients and their families, investment advisers and attorneys to provide a range of services for the administration and compliance of trusts, estates, and private foundations to ensure effective wealth management and tax efficiency.
We Serve:
- Trusts
- Estates
- Private foundations
- Beneficiaries
- Fiduciaries
Core Services:
- Federal and state estate tax returns
- Trust and private foundation tax returns
- Fiduciary income tax returns
- Gift tax returns
- Charitable trust information returns
- Fiduciary accountings
- Estate and trust tax planning
- Gift and charitable planning
Our Approach: We collaborate with your entire advisory team to minimize taxes, optimize cash flow, and ensure compliance with all reporting requirements while helping achieve your charitable and wealth transfer goals.
What Sets Us Apart: Our specialized team brings deep expertise in trust, estate, and private foundation administration, providing comprehensive solutions that address both tax compliance and long-term wealth preservation objectives.
M&A and Transaction Advisory Services
Are you considering buying or selling a business? With significant financial stakes and your legacy on the line, it is critical to the transaction process that you are surrounded by a team of experienced professionals. We work seamlessly with your business broker, investment banker, accountants, corporate attorney, and any other involved parties to maximize your results. Our firm has experience working on both the buy-side and sell-side to make sure clients understand the process, procedures, and tax results.
Buy-side services
- Quality of earnings and diligence analysis
- Net working capital analysis
- Purchase price allocation advisory
- Consulting and advisory on proposed deal structure
- Review of reps and warranties
- Review of any transition or consulting arrangements with selling parties
Sell-side services
- Preliminary quality of earnings and diligence analysis to assist sellers in maximizing their market potential
- Preliminary net working capital analysis
- Purchase price allocation advisory
- Consulting and advisory on proposed deal structure including additional purchase price for asset deal arrangements
- Review of reps and warranties
- Review of rollover agreements and operating agreements in rollover entities
- Assistance with any pre-sale restructuring and reorganization
- Analysis of any tax-beneficial pre and post-sale elections
- After-tax cash flow analysis
- Review of installment arrangements and deferred tax due
Post-transaction services:
- Integration support for buyers
- Wealth management transition guidance for sellers
- Post-transaction tax planning
Our Approach: We collaborate with your existing professional team to navigate complex business transactions, providing high-value analysis and comprehensive financial and tax advisory services whether you’re buying or selling.
