Our team makes it a top priority to extensively learn about our clients’ industries and cultivate unique strategies to help increase their profitability. Our goal is to strengthen our clients’ businesses by proactively advising them on modern approaches to effectively minimize their taxes.
Tax Analysis and Planning: The cornerstone of our practice involves working closely with our clients to identify opportunities for tax savings over the short- and long-term. Whether we are evaluating the benefits of a cost segregation study for a real estate investment, or implementing an IC-DISC for clients with export sales, we are constantly on the lookout for tactical strategies to preserve client wealth.
Compliance Services: We love tax season. Not only does it give us another opportunity to touch base with all of our clients, it also is the time of year where the rubber meets the road. We take great pride in being able to demonstrate to our clients the financial value of the tax planning ideas we worked together to implement during the prior year.
International Tax Consulting: Many of our clients live or do business outside the United States. This creates an additional layer of complexity and risk when dealing with tax planning and compliance. Our deep understanding of the challenges and opportunities in international tax ensure that our clients are thoroughly advised and well protected.
Mergers, Acquisitions and Dissolutions: With dozens of transactions under our belt, ranging in size from six figures to just shy of $800 million, we partner closely with our clients to work through all phases of the transaction, including pre-transaction and structural analysis, due diligence reviews, deal execution and post-deal consulting. We consistently implement a comprehensive and cooperative approach to ensure a successful outcome.
Audit and Appeals: We always have your back. In the event that you are ever audited by the IRS or a state tax authority, we will represent you with the professionalism and expertise you expect, and ensure a fair and just outcome.