Tax
BUSINESS TAX SERVICES
Practical advice from advisors you trust
Law, financial services, manufacturing, retail… whatever your industry, we make sure your business is optimized for tax savings and compliance.
Practice Lead
Joan Smith
Principal
Joan specializes in tax planning and strategy, succession planning and exit strategies, connecting clients with the right resources at every stage of growth.
An advisor you’ll want to keep close
We are confidants to our business clients. We deliver practical advice aimed at saving you time and money on your taxes, drawing on our breadth of tax specialties to examine and explore your best options when structuring for tax purposes, planning a transaction, building an M&A plan, filing or amending tax returns, and much more.
We bring the right expertise to the table to meet your needs as you grow and change.
How we can help
- Tax planning and compliance strategies
- Advising to Family-Owned Businesses
- State and Local Tax (SALT)
- International Tax
- Partnership / Subchapter-K tax planning and compliance
- Income Tax Accounting (ASC 740)
- Merger and acquisition planning
- Advising on compensation and benefit matters
- Tax accounting (support with quarterly and annual tax provision calculations)
- ESG reporting services