TAX
Imagine a stress-free tax season.
No matter how straightforward or complex your tax return is, we have the tools and expertise to make tax time a little easier. By keeping current with IRS regulations, we consider tax planning opportunities while working through your return.
How We Help
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.
- Compliance
- Consulting
- Tax Planning
- Multi-state Issues
- M&A Transactions
- Succession Planning
- Estate Planning
- Trust & Gift Planning
Who We Work With
- High-net worth individuals
- Small business owners
- Nonprofits
- Governmental units
- Real estate
- Professional service companies
- Construction
- Motorsports
- Manufacturing & Distribution
- Employee benefit plans
Carter Welcomes Cindy Walia as Audit Senior Manager
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