Tax Management and Preparation


We prepare taxes differently. We work with individuals, estates and trusts, and a variety of business clients to help plan and prepare for the rapidly changing tax environment. We are more than just income tax preparers. We are routinely involved with client financial decisions throughout the year.

Tax planning, compliance and advisory services
Gift and estate tax planning and compliance services
Exit strategies for closely held businesses


We work with some of the area's finest managed businesses. We focus on becoming a trusted advisor for your business to provide strategies that maximize your opportunities while minimizing your tax burden. This relationship ensures every aspect of the planning and implementation process is addressed, providing the best results for you. Our business services are:

Tax planning, compliance and advisory
Entity selection and business structure consulting
Officer compensation compliance and advisory
Succession planning consulting
State sales tax planning, compliance and advisory

Accounting processes have experienced a significant evolution thanks to cloud accounting. Our Client Accounting & Advisory Services (CAAS) help you understand your business so you can make informed decisions in the future.

Estates and Trusts

Planning for the future can be overwhelming and complicated but having a plan in place is critical to managing your financial future.  If you have a spouse and/or children and/or own a business, you should consult with an attorney that specializes in trust and estate planning.  We will work closely with your attorney and investment advisor to ensure you receive the maximum benefit and your goals are achieved.  Our services include

Tax planning, compliance and advisory for your trust
Gift tax planning, compliance and advisory
Business succession planning

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