Our Expertise
Tax Planning & Compliance
· Business Taxation
The firm routinely advises clients on planning and execution of complex partnership, corporation, trust, and estate tax matters. Clients are located coast-to-coast domestically and include foreign companies. The firm presently provides tax advice and compliance services to a number of publicly traded companies.
· Personal Tax
The firm provides tax advisory and preparation services for highly-compensated individuals, including tax planning strategy, and return preparation for individuals with multi-state and foreign reporting requirements.
· Tax Controversies
The firm advises and represents clients on Federal and State income tax audits, sales tax examinations, and other matters which require expert representation.
· Estate Planning
The firm advises families owning middle market private companies on moving ownership one and two generations.
Accounting & Consulting
· Mergers and Acquisitions
The firm provides tax structure planning for sellers and buyers of mid-market companies. The firm has provided tax strategy and preparation on a large number of middle market transactions.
· Family Office
The firm provides accounting and tax services for families with large scale advisory and compliance requirements.
· Start-Ups
The firm has served many founders of tech and non-tech businesses whose companies went on to become major regional and international companies. Many of these relationships exceed twenty-five years.
The firm advises many start-up enterprises and owners whose businesses have grown to middle market size and national prominence.
Assurance
· Assurance
The firm provides compilation, review, and audit services to clients for businesses and not- for- profits.
Litigation Support
· Litigation Support
The firm provides Litigation support services to law firms representing clients in complex tax controversy and criminal defense matters.