Tax
Solutions
& Services
Our Services
Individual
We can help you explore your tax-saving opportunities and develop your tax strategy. Drawing on multidisciplinary expertise, we provide you with customized guidance to fit your situation so that your tax strategy works in concert with other components of your financial framework and lifestyle.
For business owners and executives, we also help you evaluate the tax consequences of your business and personal decisions, providing integrated guidance to retain more of your hard-earned wealth.
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Solutions we offer include:
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Income Tax
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Tax Resolution
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Estate Tax, charitable giving, and philanthropy
Business
Our industry-smart tax professionals can help. We are technically proficient in the many aspects of tax accounting and compliance and skilled in the tax technology products available in today’s market, including QuickBooks, Microsoft Great Plains, Oracle and SAP. Our business solutions include: .
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Full-scope tax provision preparation
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Consultation on tax provision-related reporting issues, including impacts of recently-passed tax reform
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Business Tax Credits
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Business Tax Resolutions
Non-Profit
Organizations
We provide support for 990 reporting, compliance and tax credits for 501(c)(3) organizations.