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.