Unified Tax Approach

We take a holistic approach to tax services, providing both insightful tax planning and expert tax return preparation to a wide variety of clients. We specialize in providing coordinated business and personal tax services, with particular focus on privately-held, family-owned, and closely-held companies or trusts, and the individuals concerned with them. We understand the dynamics of the closely-held or family-owned business and the relationship between the personal interests of the stakeholders and the overall interests of the business, recognizing that family-owned or closely-held business interests are typically highly integrated with the personal interests of the individual stakeholders. Our seasoned professionals are experienced not only in tax return preparation for family-owned or closely-held businesses or trusts, but also in formulating tax strategies that balance the business and personal tax needs of the owners and stakeholders.