Services
Individual Income Tax
Although your tax returns are filed on an annual basis, your life circumstances and wealth continue to change. With that in mind, we prefer to engage in ongoing dialogue to optimize your overall tax profile in alignment with both your short-term and long-term wealth goals.
We tailor our services specifically to your needs, allowing us to focus resources on the areas that will have the greatest impact.
Our services include, among others:
Federal and state/local tax return filing
Quarterly estimated tax calculations
Tax planning
Review and amendment of previously filed returns
Assistance with resolving tax letters and notices
Tax strategy and analysis of your overall financial picture, centered around your goals and expectations
Business Income Tax
The tax effects of business decisions and activities are often determined in hindsight, whereas proactive planning and communication allow for greater flexibility and strategic action. We believe a proactive approach is the most effective way to minimize the tax burden on your bottom line.
Whether your business is a startup, a growing enterprise, or a fully established corporation, we manage your routine income tax compliance functions while keeping an eye on what lies ahead. By partnering with and supporting leadership and decision-makers in navigating the current business environment, we deliver solutions that may not be available after the fact, once the year has closed. Doing this well requires a deeper understanding of your business’s past, present, and future activities than one might typically expect from a tax advisor.
With your input, we will establish a service plan to manage your business’s income tax compliance requirements, encompassing all necessary factors and timelines to ensure a successful outcome.
Contract Consulting
We partner with business owners, management teams, and department leads to address the most pressing challenges or provide support when demanding projects exceed available capacity. With extensive experience across publicly traded, private equity–backed, and closely held enterprises, there is a strong likelihood that we have encountered projects similar to yours before.
Our services include, among others:
Tax provision assistance under ASC 740
Tax implications of domestic restructurings and ownership changes
Segment divestitures and acquisitions
Establishment of new tax departments and development of procedures
State apportionment calculations
U.S. withholding tax compliance
One-off projects, loan staffing, and general catch-up