Tax Compliance and Consulting
Our Tax Compliance and Consulting services are designed to look deep into your business. We take pride in helping our business owners be successful in their endeavors and being part of their team. As part of our process, we can also review transactions or opportunities to help you understand their potential tax implications.
Our experience in business and individual consulting can help you determine the most effective tax accounting methods and tax structures.

Services
We offer a broad range of tax services for individuals and businesses, including trusts and both for- and not-for-profit organizations.
- Tax Compliance
- IRS Tax Controversy Services
- Tax Credits and Incentives
- Estate and Succession Planning
- Retirement Plan Choices and Amendment Consulting
- Life Insurance Appraisal Services
- 529 Plans
- Research and Experimentation Tax Credit
- Federal Work Opportunity Tax Credit (WOTC)
- Real Estate / Building / Plant Tax Incentives
- Energy Efficient Tax Incentives
- Export Incentives (IC-DISC)
- Mergers and Acquisitions
- Entity Structure
- Buy-Sell Agreement Reviews
- Buying and Selling Business Strategies
- Charitable Giving Strategies and Consulting
- Choice of Business Entity Consulting
- Divorce Planning
- Capital Gain / Capital Loss Planning