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BUSINESS TAX AND ADVISORY SERVICES
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Business Tax and Advisory Services

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PERSONAL TAX AND ADVISORY SERVICES
TRUST AND ESTATE TAX SERVICES
BUSINESS AND ESTATE VALUATION

Unlike traditional firms that only engage at tax time, we partner with you year-round. We take the time to understand your goals, challenges, and industry dynamics, providing proactive guidance that feels like having a board-level advisor at your side. Whether you’re focused on growth, improving cash flow, or making smarter financial decisions, we help you identify opportunities and address risks before they become costly issues.

Our advisory services go far beyond the numbers. From financial strategy and tax planning to long-term growth initiatives, we bring clarity to complex decisions and keep your business moving forward with confidence. Many clients rely on us as an extension of their leadership team—seeking our insight on operations, financing, hiring, and strategic planning.

We also support major milestones such as evaluating new opportunities, reviewing performance metrics, and preparing for succession or retirement transitions. With a client-first approach, you can expect responsive communication, regular check-ins, and recommendations tailored to your unique circumstances.

Our extensive range of services includes:

  • Business tax returns

  • Payroll and payroll tax filings

  • Business tax planning

  • Business entity structuring and advice

  • Exit strategies and planning

  • Fractional CFO

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Personal Tax Services

While many firms only focus on filing returns, we take a proactive approach. Tax planning is woven into our relationship with clients throughout the year. We look at your entire financial picture to identify strategies that minimize tax burdens, maximize deductions, and keep you prepared for the future. By staying engaged beyond April 15th, we help ensure there are no surprises when deadlines approach.

Our preparation services are detailed and thorough, giving you peace of mind that every form is accurate and submitted on time. Whether you’re an individual taxpayer, business owner, independent professional, or growing entrepreneur, we tailor our strategies to your unique situation. From quarterly estimates to annual tax planning, we handle the details so you can focus on living your life without worrying about taxes.

Our wide array of services includes:

  • Detailed tax preparation and strategic planning

  • Charitable giving planning to maximize your philanthropic impact

  • Optimizing overall tax efficiency tailored to your unique circumstances

  • Rental property reporting and specialized tax planning guidance

  • Sole proprietor tax planning focused on Schedule C reporting

  • Accurate estimated tax calculation and timely filing

  • Handling complex multi-state tax returns with precision and expertise

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Trust and Estate Taxation

When a loved one passes away, the experience can be both overwhelming and confusing as you attempt to navigate the intricate process of settling their estate. Our team is here to help simplify and demystify this often complex journey, providing clear guidance every step of the way.

We also offer expert advice on the various tax implications related to the estate, ensuring you are fully informed and compliant. We work with your trust and estate attorney and financial advisor to put the pieces together so that you can to settle the estate in the most tax efficient manner.

Our expertise includes, but is not limited to the following:

  • Preparation and filing of trust and estate income tax returns.

  • Estate tax returns for taxable estates, and estate tax returns related to the portability of the deceased spouse’s unused estate exclusion (DSUE).

  • Additionally, we handle charitable trust tax returns and provide comprehensive estate planning services.

  • We also offer strategic tax planning tailored for trust and estate beneficiaries, as well as professional trustee services to manage the estate efficiently and effectively.

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Business and Estate Valuation

Knowing precisely what your business is worth provides valuable insight and empowers you to plan strategically for the future—whether you are preparing an exit strategy, considering a sale, or transitioning your business to the next generation. A clear understanding of your company’s value is essential when evaluating growth opportunities, identifying risks, and making informed financial decisions.

Our Valuation Services Include:

  • Business and estate valuations

  • Exit and succession planning

  • Mergers and acquisitions support

  • Buyer’s due diligence

  • Buy-sell agreement structuring

  • Shareholder buyouts

  • Gift and estate tax planning

  • Determination of indicated value

  • Tax compliance support

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