Taxes Simplified
Reclaim lost time and take charge of your business with our personalized accounting services.
Optimizing the Complexities of Taxation
Our Tax Advisory team works closely with individuals and business owners to assist in structuring, complying, and optimizing the complexities of taxation. It is our job to understand you and your goals and then develop the tax strategy to help you achieve those goals. Through a collaborative relationship with our clients and a keen understanding of the ever-changing tax law, we create the most tax efficient strategy that works for you.
Areas of Practice
Business Tax and Planning
Our team of tax and planning professionals understands the complexities of a constantly changing tax world. We leverage our decades of experience and work with you to adapt your business to operate in a tax efficient manner and maximize your after-tax cash flow. From entity selection and filing compliance, to tax minimization and exit strategies, we are here to guide you every step of the way.
Individual Taxes
You are the greatest steward of your own money, so our approach is to gain an understanding of your personal and financial goals, then create tailored tax strategies to help you achieve your desired results. We assist in preparing and analyzing various tax scenarios before a financial decision needs to be made, thus helping avoid pitfalls and tax traps. Ultimately, we guide you in finding the right solutions to meet your unique needs.
Estate and Gift Taxes
After gaining an understanding of your goals and desires for wealth succession, our tax experts work closely with you and your other trusted advisors to assist in devising strategies that will allow you to stay ahead of the ever-evolving area of estate and gift taxation. From advanced gifting strategies to estate tax filings and compliance, we are advocates for you and your families’ wealth preservation and charitable giving decisions.
Write-Up Services
We can maintain your entire accounting and transactional information; create financial statements, account receivables, account payables, and general ledger; manage account reconciliation; manage fixed assets; perform tax filings; handle payroll; and more. And as we eliminate the stress related to your accounting and finances, we ensure the accuracy of all your financial reports and records.
INDUSTRIES SERVED
Brokers and Dealers of Securities
Computer Software, Hardware and e-business
Investment Partnerships
Wholesale and Retail Distribution
Not-for-Profit Organizations
Restaurants
Membership Organizations
Health Service Organizations
Oil and Gas, and Mining
Personal Services
Brokers and Dealers of Securities Computer Software, Hardware and e-business Investment Partnerships Wholesale and Retail Distribution Not-for-Profit Organizations Restaurants Membership Organizations Health Service Organizations Oil and Gas, and Mining Personal Services