Tax & Financial Solutions

Working with individuals, businesses, and nonprofit organizations to meet their tax objectives and ensure all tax matters are addressed and resolved timely. We provide services for individuals, corporations, partnerships, non-profits, estates and trusts, and benefit plans including the following:

• Tax preparation and compliance
• Tax Planning and research
• Development of tax strategies on specific transactions
• Business start-ups, structuring, reorganizations, and mergers and acquisitions
• Tax audits and tax controversy work
• Multi-state and local taxes
• International tax services

Creating long-term tax planning strategies and succession planning for individuals designed to protect their loved ones and preserve their wealth for future generations. Our estate planning services include:

• Gift and Estate tax return preparation
• Estate and Succession Planning
• Trust returns

Helping businesses improve financial outcomes and grow by evaluating specific activities and developing and creating effective financial and business strategies and solutions. Our services include:

• Financial and Business Analysis
• Regulatory Research and Analysis
• Risk Management and Insurance 
• Banking, Cash Management, and Debt services
• Strategic Planning

Supporting businesses and nonprofit organizations by providing accounting and other special services including:

• Monthly accounting and bookkeeping 
• Financial statement preparation 
• General ledger reviews
• Financial assessment reports 
• Budgeting and forecasting
• Management reviews of financial performance