• Tax Compliance

  • Partnerships

  • Corporations

  • Trusts

  • Foundations

  • Individuals

  • Multi-State tax issues

​

• Tax Planning

  • Income tax projections

  • Entity structuring

  • Fixed asset

  • Accounting method changes

  • State nexus studies

  • Real estate professional status issues

  • Passive activity loss issues

​

• Estate Planning

  • Gift and charitable planning

  • Wealth transfer issues

  • Compliance

  • Distribution planning

​

• Business Advisory

  • Financial compilations

  • Investment analysis

  • Tax planning for M&A

  • Federal and state tax controversy issues

​

• Specialty Projects

  • Engineered cost segregation studies​

  • Research & development credit studies

  • Fixed asset reviews

  • State nexus studies

  • State and local credits and incentives