Tax Services include planning and compliance for:
- Multi-state corporations
- Consolidations
- S corporations
- Partnerships
- Limited Liability Companies
- Family offices
- Emerging growth businesses
- High net worth Individuals and families
- Professional service firms
- Trusts and Estates
- Private foundations
- Exempt organizations
- Expatriates
Consulting services include:
- Out-sourced chief financial officer services
- Exit planning
- Mergers & Acquisitions
- Board positions
- Organizational structures
- Tax research memorandums
- Tax examination representation
- Estate & Trust planning in conjunction with client counsel
- Research & Development credit studies (with strategic partner)
- Cost Segregation studies (with strategic partner)
- Life insurance reviews (with strategic partner)
Industries served include but are not limited to:
- Real estate
- Hospitality
- Professional services
- Manufacturing
- Family offices
- Oil, gas and minerals
- SaaS and technology
- Medical practices and Physicians
- Exempt organizations
