Tax Advisory

During tax planning discussions with clients, the theme of the conversation is usually centered on eliminating surprises, anticipated income and life changes, and foreseeing future tax liabilities. Tax planning considers many factors, including tax credits, tax deductions, investments and expenditures. 

 Tax advisory focuses on everything
from tax liabilities to tax savings
and the initiatives that are
important to the client. These may
include saving for retirement,
preparing kids for college, and
building wealth. Instead of solely
planning for the tax bill, the focus is
on the bigger picture. 

 IRS representation includes many
different aspects of tax law. The IRS
representation is the process of
having someone represent you
during an audit or any other
business with the Internal Revenue
Service or State Tax Commission.

• Tax Compliance
• Fiduciary Tax Returns
• Charitable Planning
• Estate and Gift Planning
• Family Gift Planning
• Private Foundation Planning
• Foundation Advisory
• Educational Planning
• Trust Planning
• Business Opportunity Evaluations
• Audit Representation
• Investment Strategies
• Duty Day Strategies
• State Tax Nexus Strategies
• Pre and Post Draft Tax Planning
• NIL Tax Planning
• Free Agency Tax Planning
• Tax Settlement Resolution