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We focus on being tax advisors not just tax preparers.

While a preparer focuses on churning out tax returns, an advisor tries to evaluate broader implications of an ever-revising tax code by assisting clients with structuring and documenting transactions to maximize benefits and to keep in compliance with federal and state tax regulations. Tax rules are modified constantly, and alterations aren’t always easy to interpret. Credits often go unclaimed due to lack of knowledge.


Current knowledge is the backbone in the evolving tax process, our understanding of these regulatory developments benefits our clients while navigating the complex procedures relating to credits and incentives.


Our team provides a wide range of tax specialties, in various industries including, but not limited to, food and beverage, venue, real estate, manufacturing, distribution, banking, healthcare and e-commerce.


Planning and Compliance

Being experienced tax professionals focus on tax reduction and regulatory compliance, benefits our clients in all areas of industry and tax, constantly elevating the client experience.

Incentives and Credits

We strive to reduce our client’s tax liability whenever possible and ensure capital is being used to promote and grow your business.

State, Federal
Local Tax

Government agencies on all levels, are more aggressive than ever. Legislating new regulations each year. We have the expertise to guide companies through compliance requirements, so you have peace of mind and can make informed business decisions.

Tax Transaction Advisory

When considering the acquisition or sale of any enterprise, let our team help. We provide comprehensive transaction structuring and tax due diligence in your evaluation of the opportunity designed to maximize value for you.

Estate and Trust

From estate planning, succession planning, and tax compliance to estate administration. Books and Beyond can support you, your family, and your business with all your estate and trust needs.

Learn More Here

Take credit, you’ve earned it. Speak with our experts today to learn how we can streamline your company and personal tax preparation.

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