Our background in accounting and law allows us to focus on the tax advisory and tax compliance needs of businesses and individuals. We work with clients to create solutions that consider the tax consequences of a transaction in coordination with their long term goals.
Our services include assisting executives and wealthy individuals by providing financial planning, tax preparation and tax planning services. We provide representation for clients in tax disputes with federal and state governments.
We continually monitor and analyze new tax laws and their impact on individuals and businesses. We coordinate tax planning with broader financial planning to help protect and enhance the value of client assets from a business and individual perspective. Our expertise allows clients to have confidence they are in full compliance with tax regulations as we continue to take practical steps to manage their tax liabilities and protect their personal wealth.