Tax Services

We provide tax compliance and consulting services on a wide range of federal and state tax matters.  Our services include federal and state income tax preparation, consulting on business transactions, and rendering services as an expert witness.  We work closely with our clients to deliver focused and creative solutions on each engagement.

Clients regularly engage us for tax compliance services for the following entities

  • Corporations
  • Partnerships
  • Estates & Trusts
  • Individuals

We deliver a broad range of tax planning services to our clients including:

  • Structural planning for new and existing businesses
  • Acquisition planning for buyer and seller
  • Partnership tax matters including operating agreements, structuring allocations, and maintenance of capital accounts
  • Consulting on international tax matters including Subpart F and foreign tax credit planning
  • State income tax planning and consultation
  • Individual income tax planning
  • Representation of clients in audits and disputes with the Internal Revenue Service and state tax authorities
  • Tax matters related to insolvency and bankruptcy
  • Estate planning including family limited partnerships, trust planning, and gift taxes

Matters in which we have been retained as an expert witness include:

  • Estate disputes
  • Preparation of fiduciary accountings
  • Asset Tracing
  • Forensic accounting in corporate and partnership disputes
  • Corporate and partnership disputes in mergers and acquisitions
  • Business disputes over specific tax matters
  • Taxpayer disputes with the Internal Revenue Service