• Onboarding

    We invest in the future of our relationships by conducting a detailed review of your prior year tax returns, current business tax elections, structure and goals. We gain a better grasp of your business and often uncover tax-saving opportunities.

  • Communication

    The key to a healthy, long-term relationship is communication. Our shareholders are highly involved and apply their extensive industry knowledge and best practices to your business, early and often.

  • State and Local Tax Knowledge

    Varying state and municipal tax laws can complicate business. We are very experienced and knowledgeable in multi-state sales, use, income and excise tax filings.

Having worked with corporations, partnerships, LLCs, LLPs and sole proprietors of all sizes, we understand you need more from your CPA. Our depth of experience, coupled with the personal care and attention we give our clients, surpasses our competition.

Through our Tax Lifecycle Planning process, we address short-term compliance needs and identify opportunities. We utilize the information gained through the tax planning and preparation process to identify and analyze additional needs, such as financing, budgeting, forecasting, succession planning, international expansion, estate and trust planning, and mergers and acquisitions. With proper planning, these significant events can be structured to maximize tax opportunities and preserve and retain more of your assets.

Our close working relationship with Geneva Group International (GGI)—an international alliance of highly reputable accounting, consulting and law firms—has provided us a great deal of exposure to foreign regulatory environments.

A partner you can rely on for your tax and advisory needs.

We embrace the Tax Lifecycle planning approach. This process addresses short-term compliance needs and provides planning opportunities.

  • Sales tax and other tax returns
  • State, local and multi-jurisdictional tax matters
  • Business and individual tax planning
  • International tax planning and coordination
  • Representation before IRS, state and local tax authorities
  • Preparation of federal, state and local tax returns
  • Business tax planning and deferral strategies
  • Profit enhancement planning
  • Choice of entity (C-corporation, S-Corporation, LLC or LLP)

Ready to partner with someone who wants to learn more about your business and aid in your success? Reach out to one of the advisory professionals on our team.

Interested in exploring how we can work together?