Tax

We specialize in the intricate tax challenges faced by businesses, private equity firms, and family offices. We understand that tax matters can be a significant distraction, which is why we’re committed to simplifying the complex, reducing your tax burden, and maximizing opportunities like specialty tax credits. Our goal is to empower you to focus on what you do best: running your business.

Unlike many firms, we’re intentionally independent, built for the long haul to serve you into perpetuity. This means you’ll never face the disruption of us being acquired. As a full-service firm, we’re also equipped to support your growth at every stage; you won’t need to find a new firm as your business scales and your needs evolve.

We provide a full spectrum of tax services designed to meet your specific needs:

• Tax Planning: Developing proactive strategies to minimize liabilities and maximize savings.
• International Tax: Expert guidance on cross-border tax implications and compliance.
• Federal & State Tax Credits & Incentives: Identifying and securing valuable tax breaks.
• Multi-State Tax Issues: Seamlessly managing your tax obligations across various jurisdictions.
• Tax Controversy & IRS Dispute Resolution: Resolving disputes efficiently and effectively.
• Cost Segregation Studies: Unlocking hidden tax savings through accelerated depreciation.
• Private Client Services: Personalized tax solutions for complex individual financial situations and fractional family offices.
• R&D Tax Credit Studies: Helping innovative companies claim significant credits.
• State and Local Tax (SALT): Navigating the nuances of state and local tax laws.
• Trust & Estate Planning: Crafting strategies to preserve wealth and ensure smooth transitions.

Client service is paramount. We’re always here for our clients when they need us, ensuring prompt and insightful guidance. Every client account is managed by a dedicated partner, offering personalized attention and continuity. We combine technical expertise with forward-thinking insights to create a robust tax strategy that works for you, helping you avoid painful mistakes and capitalize on every advantage.