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Your Success is our Business
What we do:
We bring you the knowledge, experience, and resources to help you meet your goals.
Individuals
We are more than your tax preparers. With a full complement of tax planning and consulting services designed to help you meet your personal financial objectives, our tax planning specialists work closely with you to develop effective plans for the future.
Our broad range of individual tax-planning services, from projecting current tax liabilities and cash flow needs, analysis of your investments' tax implications, and personal financial planning.
Businesses
Strategically planning your tax and compliance are keys to the success of your business. Our integrated approach will help you find your best tax position. We will help you feel confident as you navigate a constantly changing and increasingly complex tax environment. We will quickly grasp the distinct situation, needs, and goals of your business, and we develop a comprehensive tax plan to reduce your tax burden and maximize your cash flow.
State and Local
We can help you uncover opportunities for tax savings and refunds through new filing positions, mitigate risk with voluntary disclosure and proactively identifying reductions in overall state tax liability through realignment of business activities or operations. We provide you with sound supporting evidence for tax positions and strengthen planning.
From nexus review and planning, voluntary disclosure representation and apportionment and allocation review - we can help you feel confident in your state and local tax positions.
Tax Credits, Incentives, & Deductions
The key to taking advantage of federal and state tax credits and deductions is to carefully documenting qualifications. We help you analyze activities and associated costs in determining whether you navigate the complexities, bringing a thorough understanding of relevant codes, regulations, and administrative guidance on a wide range of tax incentives. Our experience will help you navigate the complexities, bringing a thorough understanding of relevant codes, regulations, and administrative guidance on a wide range of tax incentives. We will help you be confident with our methodology in your decisions and documentations you can depend on in case of an audit.
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