Tax Services

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 or organization and encourage growth.

Our team of tax specialists is proficient in all areas of federal, state, local and international tax laws, and adept at developing and implementing effective tax strategies that focus on bottom-line savings. We identify tax-efficient ways to structure 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.

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

We are experts in understanding the challenges and complexities faced by not-for-profit organizations and offer a full complement of nonprofit tax services to assist your organization with matters ranging from return preparation to audits to IRS examinations. Read more about our nonprofit tax service offerings.

2017-2018 Tax Planning Guide