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Tax


We Offer the Following Proactive Tax Strategies, Planning and Compliance Services:

Tax Planning and Compliance Services

Simply put, our top objective is to reduce the tax liability of our clients. How? By employing a broad range of tax and industry experience, including multi-state and international experts. Our professionals are prepared to help in a multitude of industries including public companies, banking and financial services, international tax, technology companies, real estate, construction & more. Our clients include startup entrepreneurial companies, public companies and everything in between.

State and Local Tax Services

States are more aggressive than ever and enact new regulations each year. We have the expertise to guide companies through the myriad of state laws to determine state compliance requirements so you can have peace of mind and make informed business decisions while not overpaying state taxes. Our state and local tax team is prepared to assist with nexus studies, including the impact of the Supreme Court’s Wayfair decision, state income and sales tax registrations, inquiries and notices and audits.

International Tax Services

We help clients navigate international tax matters, including U.S. tax compliance and reporting, income tax treaty analysis, and inbound and outbound planning. We have extensive experience providing U.S. tax services in both inpatriate and expatriate taxpayers. Through our affiliation with Moore Global, we can access local resources all over the world. We also work extensively with Canadian companies, individuals and chartered accountants to help navigate U.S. filing responsibilities and cross-border tax issues.

Tax Incentives and Credits

We strive to minimize our client's tax burden whenever possible. Our expertise can help you take advantage of the benefits of operating in a Qualified Opportunity Zone, maximizing the research and development tax credit afforded to those investing in new startup technology companies, rehabilitating certified historic structures or providing housing to the low-income communities, cost segregation and much more. Our team is prepared to minimize your tax burden to ensure capital is being used to promote and grow your business.

Tax Transaction Advisory Services

We have experience representing both sides of a deal and with private equity acquisitions and divestiture. We advise on tax reorganizations including pre-transaction planning, spin-offs, stock-for-stock, stock-for asset reorganizations, entity elections and revocations of elections. Our experts structure foreign acquisitions for C corporation or pass-through ownership of foreign corporations, LLCs, and check-the-box entities. We also provide services to ESOPs including feasibility studies, Sec. 1042 transactions, seller tax reporting, transaction management and advise on compensation-related matters like severance agreements, covenants not to compete and more.

Estate and Trust Tax Services

We provide peace of mind for you, your family and your business. By creating a careful and deliberate estate plan, you ensure your family-owned business and accumulated wealth are preserved and available for your retirement and heirs. We offer a full range of estate and business succession planning services and specialized trust expertise, including proficiency in charitable trusts, personal residence trusts, grantor trusts, life insurance trusts, generation skipping trusts, private foundations, trusts under wills, special needs trusts, & more.

& More

  • Public Companies
  • International Tax Planning
  • Opportunity Zones
  • Cost Segregation
  • R&D
  • Transaction Advisory Services
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How Can We Help Move Your Business Forward?

Contact us to speak with one our industry experts today.