Federal, State and Local Tax

Quality, Trust, and Expertise

To stay ahead of your tax planning needs, we navigate the everchanging landscape of tax rules at the federal, state, and local tax levels that affect your company, you personally or both. We watch for changes in tax laws to determine the most efficient way for you to plan as it relates to the impact of these changes on your company and/or personally. Our goal is to help you to preserve wealth, optimize taxes, and maintain federal and state tax compliance. We work to understand your business and personal goals to determine how federal, state, and local tax rules will affect your organization and/or you personally as you meet your goals. Our experience serving individuals, families, as well as, start-ups, growing small businesses and proven medium-sized businesses can help you understand applicable tax rules. In working with you, together we can establish a tailored tax planning strategy that is understandable and capable of practical execution.

Our tax specialties include:

  • Corporate and individual federal tax planning and compliance
  • State and local tax planning and compliance
  • Organizational structure and entity selection
  • Tax optimization language in operating, partnership, and consulting agreements
  • Accounting method review and related tax planning
  • Tax advice over mergers, acquisitions, and divestitures
    (I.e., the acquisition and sale of your business)
  • Estate and gift tax planning and compliance
  • Equity compensation planning