Areas of Practice
We provide tax compliance and advisory services for all entity and industry types. See below to learn more about our areas of expertise and the services we offer.
Individuals
We work with individuals of all types, including business owners, investors, and working professionals. Individual tax returns are the cornerstone of our practice, as most of the other types of tax returns we prepare affect the tax return of the owner/investor/beneficiary on some level. For our high net worth individual clients, focusing on the client group or family as a whole produces the best outcomes for tax planning and decision making.
Corporations, Partnerships, LLCs
An area of focus and specialty of the firm, we have extensive experience working with business entities of all types. We serve entities large and small, simple to complex, tiered-entities, multi-state, investment groups, and family limited partnerships. We guide clients through some of the most complex and seldom understood issues that partnerships and corporations face. We advise on entity selection, business & property acquisition, retirement plan choice, exit planning, and more.
Trust, Estate & Gift
Our firm is well versed in the unique and complex area of Estate and Gift tax. We offer tax compliance and planning for annual gifting, large gifts & charitable bequests, trusts, and estates. We work with other key advisors including attorneys, financial planners, and trustees to ensure plans are kept up to date and executed as intended. We offer ongoing support and tax compliance for trusts at the conclusion of the estate administration.
Industries
Agriculture
Construction
Hospitality
Investments
Manufacturing
Medical
Professional Services
Real Estate