Protecting your business and personal assets has never been more important than it is today. Our clients rely on our commitment to excellence as we partner with them to achieve their financial goals.

The most profitable tax planning is done prior to year-end. After December 31, all transactions are history. Business transactions and investment decisions made throughout the year are driven by tax implications, therefore, proper planning is essential to obtain the optimized result and we are prepared to assist our clients in all aspects of their businesses.  Some of the tax planning and compliance services we provide include:

  • Corporate, partnership and individual tax planning and return preparation.
  • State and local tax planning and return preparation.
  • Not-for-profit tax planning and return preparation.
  • Fiduciary tax planning and compliance.
  • Employee benefit plan tax preparation.
  • Representation before the IRS or other tax authorities.
  • Business and ownership structure and planning.
  • Retirement planning.
  • Payroll, sales and use tax reporting.

We work with clients in a broad spectrum of industries and business activities including:

  • Advertising & Marketing.
  • Cattle & Ranching.
  • Construction Contractors.
  • Employee Benefit Plans.
  • Family Offices.
  • Investment Companies.
  • Legal Services.
  • Health Care.
  • Manufacturing.
  • Not-for-profit.
  • Oil & Gas.
  • Real Estate.
  • Restaurants and Food Service.
  • Retail.
  • Wholesale.
  • Software Consulting.