Broker Check

Tax & Accounting

Our proactive and sophisticated tax expertise is founded on developing optimal tax advice and strategies that identify potential opportunities. We look beyond the pages of the tax forms to help our clients and exceed their expectations.

Serving individuals, families, trusts, small businesses and non-profit organizations, our firm provides timely tax compliance and preparation that meets all of our clients’ filing needs. We provide comprehensive tax services in such areas as tax consulting, tax reporting and tax controversies. Our team has both the education and the experience to provide meaningful answers to complex tax issues. We pride ourselves on the amount of actual tax controversy experience. 

We work with our clients to provide tax planning opportunities integrated with business operations to contain or reduce tax function costs, and integrate bottom line results through tax savings and added value. Using a holistic approach allows us to focus on tax costs over a longer period for our client's greatest benefit.


Tax Services

  • Proactive Tax Planning
  • Tax Return Services
  • Trusts and Estates
  • Property Tax Counseling
  • Tax Controversy and IRS Representation
  • Compliance
  • Cost Segregation Studies
  • Tax Problems
  • IRS Audit Representation
  • Payroll Tax Problems
  • IRS Liens
  • IRS Levies
  • IRS Wage Garnishment
  • IRS Seizures
  • IRS Payment Plan
  • Offer In Compromise
  • Bankruptcy