Experienced Tax Strategists Working for You

Complying with ever-changing tax laws is only part of helping you keep more of your money. Ongoing planning and knowing your opportunities/risks have an even greater impact. While we understand the tax aspects of business decisions can dramatically alter the underlying economics, we also know that it rarely makes sense to base a decision solely on the tax consequences. So, we work to get you the best outcome we can without exposing your business to undue risk or compromising its real objectives. Just some of the areas we work with extensively are:

  • Business, personal, trust, and non-profit tax planning and compliance.
  • Research and experimentation (R&D) credits.
  • Expatriate taxation in the US
  • State historical property rehabilitation tax credits.
  • IRS or other taxing authority audits.
  • FBAR (Foreign Bank Account Reporting) compliance.

Many prospective clients ask about pricing. Because clients hate pricing surprises (we do, too!), we provide fixed prices in advance whenever possible based on a review of year returns. And, returning clients learn their current year fixed price via our pre-tax-season communications each January. While pricing depends on many factors, approximately 75% of returns we prepare are between $800 and $1,500.