Our Services

Get Started

1. Tax Planning & Consulting

Planning is the driving force behind everything we do. Tax planning is a crucial element of any coordinated wealth management strategy for individuals and businesses. It’s why we rely on a proactive approach, implement creative strategies, and work collaboratively to minimize your tax obligations. We will get to know you, your objectives, plans and opportunities, and develop a strategy that works for you. Individuals, corporations, LLCs, partnerships, estates and fiduciaries will benefit from our wide range of expertise.

2. Tax Preparation & Compliance

Our professionals help you navigate the current business and personal tax environment. We develop creative solutions to comply with increasingly complex regulations while managing their impact. We assist with every type of entity across industries, including multi state filings and international disclosures. Our combination of technical tax expertise and emphasis on planning provides our clients with valuable solutions and peace of mind. Our goal is to work with you to manage your tax risk, control costs, and achieve the optimal outcome.

3. Exit Strategies

Sale of Business

We work closely with our clients to develop personalized succession plans for their businesses, so that years of hard work and planning are transitioned effectively to maximize future return in the most tax efficient manner.

Our experience working with clients acquiring and selling businesses allows us to add value every step of the way. We are prepared to discuss the process, various strategies, tax opportunities, and help you build the best team for your transition.

Sale of Appreciated Asset

If you'd like to sell a rental property, stock or other highly appreciated asset but are dreading the tax consequences, there are many tax saving options. Our team of experts can design a tax preferred strategy.

4. Trust & Estate

We offer a comprehensive menu of trust and estate services to help you protect your hard-earned money and ensure it goes where you want it to go. Our clients have goals to minimize estate taxes, transition family businesses, and establish trusts or even create private foundations. Our solutions include strategies to maximize the transfer of wealth from generation to generation, business succession planning, review of estate planning documents, executor/trustee assistance, post-mortem planning, including funding of sub-trusts, preparation of estate, gift, fiduciary and private foundation tax returns, and court required accountings.

5. Mergers & Acquisitions

Our team will make sure the transaction is in your best interests. Then we will manage the process, guiding you through negotiation, due diligence and implementation processes to make sure everything goes according to plan. We can provide accounting and tax support during the due diligence process. Then we will advise as to the best plan of action for tax minimization or deferment. We will even work with you to identify and secure investment capital for your transaction through our extensive network of financial professionals.