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Taking the ‘taxing’ out of taxes.

The complexity of your taxes may change from year to year, but our approach and processes remain consistent. We look at the big picture, taking both present and future strategies into consideration and targeting opportunities that focus on your bottom-line savings and financial growth.
2023-2024 Tax Planning Guide
services

Tax solutions.

Businesses 

Our team of income tax specialists are knowledgeable about the intricacies and nuances of all business entity types, including C-Corporations, S-Corporations and Partnerships, among others. We are adept at identifying effective tax strategies that focus on bottom-line savings and look for tax-efficient ways to structure your business and minimize your risk. Our RSM US Alliance affiliation provides additional market-specific resources.

Individuals and Families

Our individual and family clients appreciate our responsiveness to the fast-changing complexities in today’s dynamic financial environment. Beyond IRS compliance, our tax team brings expertise in financial, estate and trust planning and proven tax strategies that help preserve assets while meeting philanthropic and multigenerational financial goals.

Tax-Exempt Organizations

Our deep expertise with nonprofit organizations gives us a unique lens to understand the challenges and complexities faced by exempt organizations of all sizes. We offer a full complement of nonprofit tax services to assist in matters ranging from return preparation to audits to IRS examinations and compliance.

meet our team

Tax leadership.

Chad McArthur, CPA

Partner-in-Charge, Tax Service Group
View bio
"Clients often ask me if I have a magic wand to make taxes disappear. Well, I may not have a magic wand, but I do have an amazing team ready to work with you every step of the way, through every detail and every opportunity."

QUESTIONS AND INQUIRIES

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