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tax compliance

Expert Business Consulting Services

Our outstanding team of professionals is equipped with decades of experience to navigate the ever-changing landscape of tax law and offer you the best financial recommendations possible. Through our ability to identify potential areas of risk and barriers to financial success, we develop smart tax solutions to help reduce tax liability and maximize income.

strategic, proactive planning, and expertise

A partnership with us ensures strategic, proactive planning, and expertise with tax regulations that directly affect you or your industry. We listen to your needs and aggressively apply the governing tax rules to secure the best financial outcome for you.

Our services include:

  • Federal, multi-state, and consolidated tax return preparation for all entity types and individuals
  • Tax planning, consulting, and transaction strategies
  • Mergers and acquisitions support
  • Business succession planning
  • Compensation and benefits planning and compliance
  • Estate and gift planning
  • Real Estate Owned analysis, accounting, and related tax impact
  • Discounted note purchase analysis, accounting, and related tax impact
  • Investor suitability
  • Unrelated Business Taxable Income (UBTI)
  • Licensing requirements
  • Tax reporting requirements for out-of-state investors
  • Tax controversy representation with taxing authorities


TESTIMONIALS Our clients are family.

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We are better together.