Getting a good or bad spot can make the difference in a game; getting good or bad tax advice can be equally pivotal.
Every business decision you make has tax consequences. Our goal is to help you pay the least amount of tax required by law, while meeting your overall financial objectives. Clients who consult with our tax advisers prior to making major financial decisions can expect a more favorable outcome. By working together proactively, we can help you determine the best tax strategies to achieve your business and personal financial goals.
Tax services for your business:
Tax return preparation
Income tax planning
State and local tax planning
Choice of entity selection
Merger, acquisition, and business succession planning
Deal structuring for favorable tax consequences
Tax controversy resolution
Tax-saving cost segregation studies
Research and experiment credit studies
Tax services for individuals:
Income tax planning and tax return preparation
Estate and gift tax planning
Comprehensive personal financial planning
Special projects e.g., education funding, loan comparison analysis, lease versus buy analysis
State and local tax (SALT) services:
Nexus study
Income/franchise tax return reviews
Restructuring designed to minimize state tax liability
Merwin Ullestad,
Jerry Moss,
