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.