Tax Planning & Preparation

When it comes to tax planning and preparation, you need an advisor you can trust. With a proactive and strategic approach, we give you the tools to support your overall financial objectives, while creating new ways to minimize your tax liability. Our services include:

Corporate and Tax Services

  • Planning and preparation
  • Tax minimization strategies
  • Entity structure selection
  • Mergers and acquisitions analysis
  • Executive compensation planning
  • Restructuring and reorganization planning
  • Buy/sell analysis
  • Liquidation and dissolutions
  • Capital investment planning
  • International taxation and transfer pricing

Personal Tax Services

  • Planning and preparation
  • Tax minimization strategies
  • Tax projections
  • Regulatory audit representation
  • Tax implications of financial decisions