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Tax Compliance & 
Planning

Image by Scott Graham

Having worked with all sizes and types of companies, I have extensive expertise and knowledge of tax laws and regulations and how they apply to you, your business, and industry.  I have filed tax returns in over 30 states and have multi-state compliance experience which allows me to meet your needs no matter where you conduct business.  Tax products and areas of expertise consist of:

  • Tax Planning and Consulting

  • Personal Income Taxes

  • Business Taxes

  • Estates and Fiduciary Taxes 

  • State and local taxes (SALT) compliance and nexus issues

  • Maximizing credits and incentives such as the R&D tax credit and payroll incentives

  • International tax for the business and beneficial owners

  • Transfer pricing, affiliated entities, and foreign entity relationships

  • Tax agency representation and resolution

  • Deferred compensation and equity incentive programs

  • Property tax assessment appeals

  • Corporate restructuring and reorganizing

  • estate tax and wealth planning

  • Passive loss limitations

  • Compensation and employee benefits consultation

  • S-corporations

  • Closely-held tax issues

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