• Federal, state and local planning and compliance

  • Entity structuring 

  • R&D tax planning 

  • Cost segregation / IRC 179D studies 

  • Estate, gift and tax trust planning 

  • Business succession planning 

  • Credits and incentives 

  • Accounting methods evaluation 

  • M&A tax advisory and structuring (buy-side and sell-side)

Through a proactive approach, we seek to minimize the tax burden and maximize the available tax benefits for individuals and businesses. We believe planning enables our clients to capture the maximum lead time possible to legally minimize tax exposure.

Our firm continuously monitors federal, state and local tax law changes to provide our clients with services that help them avoid pitfalls and take advantage of existing opportunities. We aggressively identify planning opportunities and coordinate your finances within the complex requirements of the federal, state and local tax laws to help you realize your goals and minimize your tax expense.

We are here to help you through new ventures, rapid expansions and even through hard times

Contact Us →