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What We Do
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Income and payroll taxes are one of your largest annual expenditures. By reducing current and future taxes you will likely have the ability to do more of the things you love. Throughout the year, many people face decisions that affect wallets. We want to be a lifelong strategic partner to help build and protect your wealth.
Firm
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Case Studies
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We reviewed E's last 2 years of tax returns and asked about long-term goals. Her main goal was to remain independent for the foreseeable future and to accumulate some savings. We analyzed the tax effect of continuing as a sole proprietorship for the next 3 years versus as a Subchapter S Corporation.
Employment
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We are seeking a Tax Manager with track to Partner, or an opportunity to join immediately as a Partner. Lead growth efforts through active involvement in the delivery of client services. Work with Partners and other lines of business in order to provide exceptional client service. Have a solid understanding of client industry, business, objectives, and risk tolerance. Perform detailed and technical tax review, approval, and signing of tax returns of any complexity. Perform, delegate and manage tax projects.
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