Taxation
The concept of tax strategy is simple: minimize your taxes in order to maximize your opportunities. But effective tax strategy is anything but simple. We believe the most effective tax strategy is proactive and planned. We work with you to understand your business objectives, personal goals and fiduciary responsibilities.
Our tax researchers and advisors stay abreast of changes in the tax code as they happen, and we apply our deep knowledge and practical experience to understanding how these changes may impact you. We strive to communicate with you throughout the year – we’re with you every step of the way!
Services Include
Tax planning and return preparation
Taxing authority representation
Estate, gift and trust tax planning
Transactional tax planning and consulting
Business entity selection and consulting
Multi-state tax planning and compliance
Divorce and support taxation issues
Tax effects of buying/selling a business
State and local tax minimization
International taxation
Research and experimentation tax credits
Cost segregation studies
Industry Partners
Kristina Drzal Houghton, CPA, MST
James W. Barrett, CPA/PFS, MST
Industry Leaders