TAX COMPLIANCE & PLANNING
01
BUSINESS INCOME TAX
SMART TAX PLANNING FOR YOUR BUSINESS.
Our team provides proactive advice and practical strategies to reduce liabilities, optimize cash flow, and plan for the future.
From startups to multi-state corporations, we tailor our approach to fit your unique needs.
State and local tax rules add another layer of complexity, with requirements and credits that vary widely across jurisdictions.
We help you stay compliant, identify opportunities, and avoid surprises so you can expand, invest, and operate with confidence.
WE PROVIDE:
» Tailored strategies to maximize tax savings
» Clear guidance for complex transactions and compliance requirements
» Obligations across jurisdictions handled with expert care
» Opportunities to unlock savings through available incentives
SERVICES
Running a business comes with complex tax responsibilities that affect daily operations and long-term growth. Here’s how we can help.
Preparation and filing of C-Corp, S-Corp, and Partnership tax returns
Sales, use, and property tax compliance and filing
Support for tax-efficient mergers, acquisitions, reorganizations, and succession planning
Income and franchise tax planning and reviews
Identification of state and local incentives and credits
Assistance with expansion, new locations, or growth initiatives
Multi-state compliance and reporting
Quarterly estimated tax guidance to avoid surprises at year-end
Representation in IRS and state matters, including audits or disputes
Ready to take control of your business taxes?
Let us help you plan strategically and confidently.
02
NON PROFITS
COMPLIANCE THAT PROTECTS YOUR MISSION.
Our goal is to help you stay compliant while giving you more time to focus on what truly matters — your mission. We provide the financial clarity and guidance you need to manage resources wisely, maintain transparency and strengthen donor and community trust.
WE PROVIDE:
» Confidence knowing your organization meets every compliance requirement
» Time saved through streamlined processes and clear reporting
» Support that allows you to focus on impact, not paperwork
SERVICES
Running a nonprofit comes with a unique set of rules, responsibilities and reporting requirements. Here’s how we can help.
Preparation and filing of nonprofit tax returns
Guidance on federal and state compliance requirements
Advisory support for governance and board accountability
Let’s help your mission grow with clarity and confidence. Our team is here to simplify compliance so you can devote more energy to making a difference.
03
INDIVIDUAL TAX
TAX PLANNING THAT WORKS FOR YOUR LIFE.
Our team provides guidance tailored to your unique situation, helping you stay compliant, take advantage of opportunities, and prepare for life changes such as marriage, inheritance, or career transitions.
WE PROVIDE:
» Personalized strategies that adapt as your life changes
» Minimized tax liabilities and maximized opportunities
» Confidence knowing your finances are compliant and optimized
SERVICES
Personal tax decisions can impact savings, retirement, and long-term financial goals. Here’s how we can help.
Preparation and filing of individual tax returns
Audit and tax notice support
Preparation of tax projects and related quarterly estimated tax payments
Tax planning for personal and family financial goals
Tax-advantaged strategies to help with your retirement planning
Wealth transfer and inheritance planning
We stay ahead of the curve with proactive tax planning and regular updates, reducing liabilities where possible and keeping you informed every step of the way. You’ll always know what’s coming, so there are no surprises at year-end — just clarity, confidence, and the ability to plan ahead.
04
ESTATES & TRUSTS
PROTECTING YOUR ASSESTS AND YOUR LEGACY.
We help structure estates and trusts that safeguard assets, minimize taxes, and ensure your intentions are fulfilled. Our approach is collaborative, working alongside attorneys, family offices, and other advisors to develop a plan that meets your goals.
WE PROVIDE:
» Peace of mind knowing your estate is structured efficiently
» Protection for your family and business interests
» Guidance that adapts as laws or circumstances change
SERVICES
Planning for the future requires careful coordination with legal and financial advisors.
Estate and gift planning to protect your assets and minimize tax exposure
Practical guidance on distributions, discretionary standards, and record keeping best practices.
We work hand in hand with attorneys on trust provisions
