A trusted partner in tax planning

Being one of the constants throughout life, it’s important to understand your tax obligations and how they impact your business.

We advise businesses of all sizes regarding the tax complexities they face, providing creative solutions to reach the best outcomes. Our work ranges from strategic tax planning to representing clients before the state and federal tax authorities, and includes tax counsel in the following areas:


  • C corporation, S corporation, partnership and LLC entities
  • Executive compensation
  • Mergers and acquisitions
  • Real estate transfer taxes
  • Sales taxes
  • Income taxes
  • Tax exempt status filings

We also assist business owners in planning for business succession and associated state and federal estate and income tax planning issues. We understand that owners spend their lifetimes building a business and need to plan for transferring their businesses. Working with owners’ accountants and financial advisors, we help them structure succession plans in the most tax efficient manner.

And, for individuals, estates and trusts, we provide guidance through the myriad of federal and state income and estate taxes they face, regularly preparing and filing estate tax returns with state tax departments and the Internal Revenue Service.