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Tax Services

Plan effectively. Pay appropriately.

For over 50 years, we’ve gone above and beyond to help companies plan effectively, and to ensure our clients don’t pay more taxes than necessary.

Tax laws change over time, making it difficult to understand how the ongoing evolution may impact your organization. Our experienced tax professionals monitor these changes to ensure to-the-minute accuracy and understanding, then create customized tax plans for the path head, always aligning with your personal and professional goals.

State & Local Taxes

A State and Local Taxes (SALT) audit can greatly benefit companies, especially those who have a tax footprint across state lines. Our specialists illuminate possible risks as well as best practices for consistent compliance.

Estates & Trusts

Abdo professionals guide you to the smartest way to prepare for your road ahead—and for generations to come.

Research & Development Tax Credit

Advice that illuminates the opportunity for many business types to take advantage of R&D tax credits.

Tax Planning & Preparation

Determining which tax returns you need to file can be tricky. Proper planning is essential, especially for individuals and organizations with activities in multiple states. Our tax planning process starts with getting to know you and understanding your goals. Being proactive can result in substantial tax savings and by understanding your current tax positions, we can recognize new opportunities for savings, illuminating a brighter path forward for yourself and your organization.

IRS and State Representation

When a federal or state tax notice or audit is presented, it is often a stressful experience with complex factors involved. Our advisors help guide you in understanding what federal and state tax authorities want, and inform you of all options. We will work with the authorities on your behalf, going beyond simply serving as your auditor to representing you during the appeal. Our work doesn’t end until you achieve a mutually satisfactory settlement with the government, complete with confidence in your future tax plan.

Insights

A behind-the-numbers view of best practices and holistic thinking.

Could tax changes lie ahead? Key TCJA provisions to watch

With the 2024 election behind us, several tax changes are expected next year, including the expiration of many provisions of the 2017 Tax Cuts and Jobs Act on December 31, 2025.

Can your business qualify for the R&D tax credit?

Unlock the potential of Research & Development Tax Credits for your industry. Explore how businesses in manufacturing, building & remodeling, software, engineering, and more can qualify for R&D tax credits.

Expertise

Guiding you to the best way forward

Our experience delivers proactive problem-solving for any challenge.

Chris Powers, CPA

Chris helps her clients confidently navigate tricky tax laws and complex regulatory challenges.