What We Do
Tax strategy shouldn’t be reactive—it should unlock opportunities. Our Tax team helps businesses and individuals manage obligations with precision while uncovering ways to reduce risk, enhance efficiency, and capitalize on credits, incentives, and timing. Whether you’re filing returns, preparing for a liquidity event, or untangling complexity, we make sure your tax approach is both smart and scalable.
Capabilities
Business Tax Compliance
Tax Services Services That Turn Complexity into Opportunity
Business Income Tax Nexus Study
Nexus Studies that Protect Your Business and Strengthen Compliance
R&D Tax Credit
Unlock Hidden Value with R&D Tax Credits
Individual Tax Compliance
Individual Tax Compliance with Accuracy and Confidence
Income Tax Return Preparation for Self-employed
Tax Return Services for the Self-Employed
Income Tax Return Preparation
Individual Tax Return Preparation Made Simple
IRS Dispute Resolution
IRS Dispute Resolution with Confidence and Clarity
Business Tax Compliance
Tax Services Services That Turn Complexity into Opportunity
Business Income Tax Nexus Study
Nexus Studies that Protect Your Business and Strengthen Compliance
R&D Tax Credit
Unlock Hidden Value with R&D Tax Credits
Individual Tax Compliance
Individual Tax Compliance with Accuracy and Confidence
Income Tax Return Preparation for Self-employed
Tax Return Services for the Self-Employed
Income Tax Return Preparation
Individual Tax Return Preparation Made Simple
IRS Dispute Resolution
IRS Dispute Resolution with Confidence and Clarity
Insights
Advisory
2025 Year-End Individual Tax Planning Guide
Nov 10, 2025
With 2025 soon coming to a close, there is still time to take advantage of tax-saving ideas to lower your 2024 tax bill before December 31. This guide offers potential tax-saving…
Read More
Advisory
2025 Year-End Individual Tax Planning Guide
Nov 10, 2025
With 2025 soon coming to a close, there is still time to take advantage of tax-saving ideas to lower your 2024 tax bill before December 31. This guide offers potential tax-saving…
Read More
Advisory
2025 Year-End Individual Tax Planning Guide
Nov 10, 2025
With 2025 soon coming to a close, there is still time to take advantage of tax-saving ideas to lower your 2024 tax bill before December 31. This guide offers potential tax-saving…
Read More
Advisory
SEC to Delay New Form PF Effective Date
Jun 16, 2025
The Securities and Exchange Commission (SEC) on Wednesday voted 3-1 to delay a compliance deadline for new Form PF filing requirements…
Read More
Advisory
SEC to Delay New Form PF Effective Date
Jun 16, 2025
The Securities and Exchange Commission (SEC) on Wednesday voted 3-1 to delay a compliance deadline for new Form PF filing requirements…
Read More
Advisory
SEC to Delay New Form PF Effective Date
Jun 16, 2025
The Securities and Exchange Commission (SEC) on Wednesday voted 3-1 to delay a compliance deadline for new Form PF filing requirements…
Read More
Advisory
House GOP Reconciliation Bill
May 23, 2025
On May 22, 2025, the House passed H.R. 1, the House GOP Reconciliation Bill, with amendments, including Title XI, known as the “The One Big…
Read More
Advisory
House GOP Reconciliation Bill
May 23, 2025
On May 22, 2025, the House passed H.R. 1, the House GOP Reconciliation Bill, with amendments, including Title XI, known as the “The One Big…
Read More
Advisory
House GOP Reconciliation Bill
May 23, 2025
On May 22, 2025, the House passed H.R. 1, the House GOP Reconciliation Bill, with amendments, including Title XI, known as the “The One Big…
Read More