Tax Consulting

Tax consulting services offered generally encompass tax advice, planning, research, and projections tailored to a client's specific facts and circumstances.  These professional services are designed to assist a taxpayer in holistically minimizing future tax liabilities and are forward looking in nature.


Tax Consulting Services

  • Tax entity selection (i.e. sole proprietorship/disregarded entity/partnership vs S corporation vs C corporation)
  • Tax deductions and credits
  • Transaction and acquisition planning
  • Year-end planning for individuals and businesses
  • Estate and gift planning