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.
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.
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.
A behind-the-numbers view of best practices and holistic thinking.
Distributions from a traditional Individual Retirement Account (IRA) are generally taxable when received, though exceptions like the Qualified Charitable Distribution (QCD) for those who are interested in making charitable donations.