Tax Advisory

It’s all about minimizing taxes and maximizing growth, equity and cash flow. You’ll find we take a proactive approach to tax services. By keeping current on tax legislation and your personal situation, we position ourselves to identify strategic tax planning opportunities to help meet your financial objectives.


  • Federal, State, and Local Audit Defense
  • Business Tax Planning and Compliance
  • Cost Segregation Studies
  • Employment and Excise Taxes
  • Entity Structure and Transaction Consulting
  • Federal and State Tax Compliance
  • Income Tax Planning, Projections and Advice
  • Individual, Income, Gift, Charitable and Estate Tax Planning and Compliance
  • Research and Development (R&D) Tax Credits
  • Sales Tax Refunds
  • State and Local Tax
  • Tax Credits and Incentive Studies
  • Tax Planning and Compliance
  • Transaction Analysis and Structuring
  • Transaction Based Research and Advice