Tax Support + Advisory
Tax laws and regulations are complex and ever-changing, which is why tax advising is an invaluable asset to your business, entity, or family. Our team can handle all of your tax needs or liaise with your advisors to discover tax planning opportunities, identify tax minimization and wealth transfer strategies, and evaluate your trust and estate plan.
Our goal is to help you achieve and retain the best tax position possible and ensure your tax returns are filed correctly and on time. We free up your time to focus on your business or entity’s core activities while helping you take advantage of tax opportunities and avoid costly mistakes.
Our
Approach
We can handle your tax strategy and compliance needs in-house or liaise with your tax professionals to help ensure your family and entities comply with all applicable tax laws while minimizing your exposure. We take a proactive and strategic approach to managing your tax needs by understanding your overall financial picture and long-term plans, including wealth transfer strategies and lifestyle needs.
Tax Planning + Preparation Services
We handle your returns, compliance, acquisition + corporate taxes, + more.
Tax Planning + Preparation Services
- Tax return preparation: Individual, Corporation, Partnership, Gift, Estate and Trust
- Federal, State & Local, and International tax compliance and advisory
- Calculate and/or process quarterly estimated tax payments
- Merger & Acquisition tax advisory
- Tax authority representation
- Income tax accounting and advisory for corporate entities
Tax Strategy + Consultancy
Get minimized taxes, estate + trust tax planning, forecasting, + more.
Tax Strategy + Consultancy
- Tax minimization strategies
- Entity structure analysis
- Estate and trust tax planning
- Forecasting tax liabilities
- Tax implications of purchase or sale of a business
- Retirement plan evaluation and analysis
- Divorce and matrimonial advisory
Tax Document Coordination
We provide holistic overviews, consolidated data, reports, + more.
Tax Document Coordination
- Liaise with your professional advisor team to ensure a holistic overview of your financial situation
- Share knowledge of taxable items and events
- Consolidate tax data and supporting documentation
- Communicate tax liability funding requirements to advisors
- Cost basis tracking and reporting
- Digital storage of tax documents
