Becoming familiar with your specific needs, your historical situation and how your needs will change going forward over time is the key to effective, ongoing tax strategy. This is why a personal connection is so important. Whether you are a large or small enterprise, a for-profit or not-for-profit operation, a farmer, or a shareholder in large corporation or a small one, we deploy our diverse, talented and experienced team, to build and maintain an insightful, detailed strategy that sets you at ease and optimizes your returns.
- Integrated tax planning to minimize taxes over the long term
- Corporate tax return preparation
- Personal tax return preparation
- Trusts
- Tax audit representation and negotiation
- Corporate reorganization and restructuring
- Assistance with corporate acquisitions and disposals
- Succession planning
- Estate tax planning, including working alongside other professionals such as lawyers and insurance and investment advisors to achieve a specific, well-structured plan that is tailored to your needs