Understanding the world of tax law and utilizing that highly specialized knowledge to a client’s best advantage is the goal for any effective tax planning. We can help you plan your transactions in order to maximize tax benefits – and avoid tax disasters. Day in, day out, we work with individuals and organizations who are subject to tax laws around the country, C corporations and S corporations, partnerships and limited liability companies, professional associations and sole proprietorships, trustees and executors, disregarded entities and tax exempt organizations. Whether your transaction is related to your business or involves a personal investment, we can help you structure the transaction in order to achieve the best results under federal, state, local and international tax laws.
We are experienced at working both individually and as part of multi-disciplinary teams. Whether you are implementing a new business venture, guiding a business through the start-up phase, managing significant developments throughout the life of a business, or directing the sale or dissolution of a business or its assets, we can identify and plan for the associated tax consequences and help you and the other members of your team reach your goals.
Our Four Imperatives
1. Individualized Service
We understand the importance of personal consultation. We believe that personal service and attention to detail are imperatives. We have developed a unique menu of services that utilizes a number of external resources, giving us the ability to deliver well-researched advice personalized to your needs.
We see today and prepare for tomorrow. In today’s tumultuous business environment, the planning of today may need to be adjusted, sometimes drastically to meet the needs of tomorrow. We balance current and future considerations when we develop solutions. Our goal is to advise with flexibility.
We value enduring relationships. We view ourselves as your “partners” in an ongoing professional relationship that leverages our skills with the skills and interests of you, our individual clients.
We empower our clients to make the decision. It’s true we design the solutions to assist our clients. But equally important, we apply teaching techniques to assist our clients to know the “how” and the “why” of a solution. It is only then our clients can make an informed decision.