Becoming familiar with your specific needs, your historical situation and how your needs will change going forward over time is the key to effective, ongoing tax strategy. This is why a personal connection is so important. Whether you are a large or small enterprise, a for-profit or not-for-profit operation, a farmer, or a shareholder in large corporation or a small one, we deploy our diverse, talented and experienced team, to build and maintain an insightful, detailed strategy that sets you at ease and optimizes your returns.

  • 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