Tax Advisory

At the cornerstone of tax and consulting services is planning, planning, and more planning while staying up to date on the ever-changing tax code and its endless complexities.

Things we do in the tax area include

  • Creating tax strategies that include previous, current and future years
  • Preparing tax returns for individuals, corporations, partnerships, and estates and trusts
  • Estate and succession planning
  • Tax projections associated with buying or selling a business
  • Tax consulting for business reorganizations
  • Tax credit and incentive assessments, including cost segregation studies
  • IRS audit representation
  • Special tax projects


Tax Bro CoverClick here to download a PDF brochure about our Tax Advisory Services.