|We specialize in providing integrated planning, compliance and consulting services to high net worth individuals and their closely held businesses. We have expertise in tax planning, business structuring, and mergers & acquisitions consulting. Our team frequently plays an integral role in assisting clients with adding new equity partners, negotiations related to the buying and selling of businesses, helping a client to better understand and plan for the tax consequences of these transactions.|
We have extensive experience in tax minimization on the federal and state level. Our tax expertise ranges from accounting methods, R&D credit to sales tax exemption for technology clients. We serve a broad client base with a special focus on real estate entities, professional services and mid size contracting companies.