The complexity of your taxes may vary from year to year but our approach does not.

We look at the big picture, taking both present and future strategies into consideration and targeting opportunities that will benefit all aspects of your business and encourage growth.

Our team of tax specialists are proficient in federal, state, local and international taxes in addition to family wealth planning and compensation and benefits expertise to meet your compliance and specialty tax service needs.

We work with organizations to develop and implement effective tax strategies that focus on bottom-line savings.

We identify tax-efficient means of structuring international business and cross-border transactions, minimizing the overall taxes imposed on multi-jurisdictional operations. Our RSM US Alliance affiliation provides additional market-specific resources that you may need. 

Our individual and family clients appreciate our proactive responsiveness to the fast-changing financial complexities in this new dynamic financial environment. Beyond tax compliance, our tax team has expertise in financial, estate and trust planning. We advise and understand complex tax strategies that help our clients preserve their assets and meet philanthropic as well as multigenerational family tax planning needs. 

We also understand the challenges nonprofit organizations face and the complexity of the nonprofit tax environment. We offer the full array of nonprofit tax services to assist your organization with matters ranging from return preparation to Internal Revenue Service examinations. Read more about our nonprofit tax service offerings.

2016-2017 Tax Planning Guide



In accordance with Circular 230, information on this website is intended to be used for informational purposes only and should not be acted upon without consulting a professional. Information is not to be used by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer by the Internal Revenue Service. No one, without our express prior written permission, may use or refer to any advice on this website for communication in promoting, marketing, or recommending to any other party.