Taxation

Proper tax planning and preparation allows both business owners and individuals to achieve greater tax savings, helping you keep more of what you earn. Our industry knowledge and tax expertise help us find the right tax solutions for your unique situation. Tax law is constantly changing, so our professionals work closely with you year-round to gain an in-depth understanding of your business and personal tax situation. This creative, responsive team of experts serves individuals and businesses of all sizes, understanding that each client is different. Our team “looks both ways” to make sure you pay no more tax than the law intends. We also advise you on transactions throughout the year to ensure your decisions result in the optimal tax benefit.

Rely on the expertise of our tax professionals for:

  • Business structure planning
  • Business succession planning
  • Charitable giving
  • Compensation and stock options
  • Corporate restructure
  • Cost segregation
  • Credits and Incentives
  • Estate/Gift/Tax Trust Planning
  • Federal and State Tax Return Preparation
  • Tax planning related to EBPs
  • Preparation of informational returns and forms for nonprofits and employee benefit plans
  • Form 1095 prep
  • IRC 382 NOL limitation analysis
  • Mergers & acquisitions
  • R&D tax planning
  • Representation
  • SALT
  • Succession planning
  • Tax planning & implementation
  • Tax projections and estimates
  • Business acquisition, reorganization, and divestiture structuring
  • Structuring of critical transactions
  • Business structure planning
  • Business succession planning
  • Charitable giving
  • Compensation and stock options
  • Corporate restructure
  • Cost segregation
  • Credits and Incentives
  • Estate/Gift/Tax Trust Planning
  • Federal and State Tax Return Preparation
  • Form 1095 prep
  • IRC 382 NOL limitation analysis
  • Mergers & acquisitions
  • R&D tax planning
  • Representation
  • SALT
  • Succession planning
  • Tax planning & implementation

Rely on the expertise of our tax professionals for:

  • Business structure planning
  • Business succession planning
  • Charitable giving
  • Compensation and stock options
  • Corporate restructure
  • Cost segregation
  • Credits and Incentives
  • Estate/Gift/Tax Trust Planning
  • Federal and State Tax Return Preparation
  • Form 1095 prep
  • IRC 382 NOL limitation analysis
  • Mergers & acquisitions
  • R&D tax planning
  • Representation
  • SALT
  • Succession planning
  • Tax planning & implementation