• Tax

Offering a robust line of servicesto meet your personal and business needs

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It’s like having your own tax department

tax graphic

Each stage of the business cycle (startup, growth, exit) presents unique challenges with an increasingly complex tax code. You do not want a tax preparer but a strategist that can help provide options and solutions for your unique situation.

Our CPA staff has decades of experience with all types of legal entities across multiple industries to help design an integrated business and individual tax plan to help you advance to the next level. 

In addition, we make the tax process easy and smooth. You can expect:

  • A modern process from start to finish — our advanced platform supports a completely digital process from tax document upload to signature and filing.
  • Customized support — we put in the time to understand your personal tax situation to make sure you minimize your tax burden as much as possible.
  • Service all year — we are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

Entity types

  • LLC's
  • S-corporations
  • C-corporations
  • Partnerships
  • Trust
  • Individual (for the business owner)

Industries

  • Professional services
  • Construction
  • Real estate
  • Retail
  • Wholesale
  • Manufacturing

Transactions

  • Tax planning
  • Tax compliance
  • 1031 exchanges
  • Sales/acquisitions
  • Tax-free reorgs
  • Esop
  • Multi-state
  • Tax credits
  • Cost segregation
  • TCJA related tax issue