Tax Planning
  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.


No comments yet.

Leave a Comment

Your email address will not be published. Required fields are marked *