Getting to knowing you, your needs, and how your situation changes over time is the key to effective, ongoing tax strategy. This is why a personal connection is so important. Employing all the expertise available to us through our diverse, talented and experienced team, we turn our deep, evolving understanding of your needs into an insightful, detailed strategy that both sets you at ease and optimizes your returns.

With our team of professionals getting to know you and your organization, we are informed about many aspects of your evolving business and personal financial circumstances. As a result, you experience enhanced efficiencies and benefits across all the services we provide:

  • Integrated tax planning to minimize taxes over the long term
  • Corporate tax return preparation
  • Personal tax return preparation
  • Trusts
  • Tax audit representation and negotiation
  • Corporate reorganization and restructuring
  • Assistance with corporate acquisitions and disposals
  • Succession planning
  • Estate tax planning, including working alongside other professionals such as lawyers and insurance and investment advisors to achieve a specific, well-structured plan that is tailored to your needs.