Tax – Corporate, Personal, Estate & Fiduciary Services

When it comes to tax planning and preparation, you need an advisor you can trust. With a proactive and strategic approach, we give you the tools to support your overall financial objectives, while creating new ways to minimize your tax liability. Our services include:

Corporate and Tax Services

  • Planning and preparation
  • Tax minimization strategies
  • Entity structure selection
  • Mergers and acquisitions analysis
  • Executive compensation planning
  • Restructuring and reorganization planning
  • Buy/sell analysis
  • Liquidation and dissolutions
  • Capital investment planning
  • International taxation and transfer pricing

Personal Tax Services

  • Planning and preparation
  • Tax minimization strategies
  • Tax projections
  • Regulatory audit representation
  • Tax implications of financial decisions


We provide both Audit Assistance and Audit Representation services for those under an audit from a tax authority.

Audit Assistance

Our Audit Assistance service includes the following:

  • A professional review and explanation of your notice
  • Assistance with any documents you may need
  • Research and analysis of all issues mentioned in the notice
  • A detailed description of what to expect during the audit
  • A review of the audit findings and a detailed description of next steps
  • Explanation of options if are audited and owe more money and cannot pay
  • Determination of whether your case is qualified for an appeal

Audit Representation

If you want tax professionals to deal with the audit on your behalf, we can handle all communication and represent you before the IRS or State taxing authority.

Our Audit Representation service includes the following:

  • The handling of all audit communication with the tax authority on your behalf
  • Research of any issues that are likely to come up during the audit
  • Any necessary responses to the taxing authority’s arguments by coming up with answers on your behalf
  • Meeting with the IRS or taxing authority in person if required on your behalf
  • Negotiation and settlement of taxes owed if you end up owing money during the audit and cannot pay
  • The handling of any unforeseen issues that may arise during the audit