We work with individuals, small businesses, trusts, nonprofits, insurance agencies, rental real estate investors, and more on their taxes each year nationwide. Our proactive approach helps us maximize your tax planning opportunities and minimize liability.

Here are some of the tax services we provide:

• Tax planning and return preparation for individuals, corporations, partnerships, LLCs, estates, trusts, nonprofits, and more

• Taxing authority representation

• Analysis of the tax effects of buying or selling a business

• Cost-segregation study to maximize tax deductions

• R&D credit calculation

• Captive insurance assistance

• Quarterly strategic planning to minimize tax liability through tax planning