Our Services
Tax planning and filing a return aren’t one-time events.
Whether you’re a small business owner or an individual filer, you need a partner in your corner that can take complicated tax regulations and boil them down so they’re easy to understand.
We’re your ally—a trusted advisor to your new venture, a resource as your team or net worth expands, and an enduring partner as you navigate growth. We focus on what you dread so you can invest your time where it’s needed most.
Tax Return Preparation Services
Preparing and filing your tax return doesn’t need to be stressful. Remove your guesswork from the process. We help you maximize tax credits and deductions, reduce time spent on frustrating tasks, and ensure you stay compliant with federal and state tax laws.
Tax Planning Services
Nobody enjoys unexpected tax season surprises. We keep you ahead of the curve—whether by helping you find the best tax vehicle to reduce taxes on your small business’s profits, implementing personal tax savings strategies, or preparing for your taxes due next year so this process is a breeze.
Business Transition Services
You’ve invested blood, sweat, and tears into building a successful business. You’re enjoying the fruits of your labor but know you need to prepare for the next chapter. Whether you’re shifting ownership to family members or selling your company and retiring, we guide you to set and meet your goals for a successful transition.
Estate Planning Services
Estate planning is a challenging undertaking. Proactively creating an estate plan can be intimidating. Carrying out an estate plan can be mentally and emotionally draining. We partner with you to help reduce your or your loved ones’ overall tax liability—from capital gains taxes to income, gift, and estate taxes.
Cross-Border Tax Services
Understanding which tax laws apply to individuals and businesses with U.S. interests can be a burden—whether for U.S. citizens living abroad, tax residents, nonresidents, or foreign investors, estates, and trusts. Align with our local partner firm, Lodder CPA, to access international tax expertise.
Need help but don’t know where to start?
Start a conversation by calling us or sending a note.