We have extensive backgrounds in handling high net-worth tax planning. With a comprehensive understanding of tax regulation complexities, we provide confident tax planning advice for you or your business. Whether you’re filing as a high net-worth individual, or a business owner, your finances are in safe hands.

When your business needs to address tax planning, financial reporting, and tax compliance in a world of ever-changing requirements, additional resources are both valuable and essential. We can tailor an adjustable plan specific to your business today, and position you for future success.

You may be surprised to learn that your company could qualify for a research and development (R&D) tax credit even if your organization isn’t considered a major corporation. If your company has merely invested in bettering its products and procedures, it may qualify. With the assistance of our team, you can discover if you’re eligible to significantly reduce tax liabilities and claim R&D credits.

Everyone has a responsibility to plan an estate, but doing so doesn’t simply mean dividing your assets. Our in-depth approach to planning your estate will provide the most successful outcome for your future and provide you with peace of mind.

We make sure your assets and planning documents are coordinated with your goals while being tax efficient. This may include any combination of strategies, such as family gifting, titling, establishing trusts or philanthropy.

The not-for-profit industry faces unique tax complexities. Our not-for-profit tax team works closely with associations, educational institutions, foundations, hospitals, religious organizations, and other not-for-profit entities to understand the multifaceted range of tax issues challenging the industry.

Our thorough and strategic approach to preparing your Form 990 not only represents your prior year accomplishments, but also aligns your organization for future financial success.

Whether you’re a real estate developer, homebuilder, or commercial organization, our real estate tax experts offer a wide range of tax compliance and planning services to guide you through every step of your real estate transaction.

We specialize in business taxation consulting, tax planning strategies and solutions, and federal, state and local tax return preparation for businesses and individuals in many sectors of the real estate industry.