Year-round proactive tax strategy

Income and estate tax planning for individuals and key stakeholders

Interim and year-end corporate tax projections

Execution and advisory for 1031 exchanges

Cost segregation studies to accelerate depreciation

Multistate tax planning and nexus evaluation

Timing optimization for transactions and deductions

Federal, state, and local tax return preparation

Flow-through entity compliance (S-corps, partnerships, LLCs)

Individual tax filings with complex reporting needs

Estimated tax payment planning and tracking

Audit-ready documentation and support

Coordination with legal and financial professionals

Secure, paperless filing and client communication

Strategic planning and goal setting

Revenue forecasting and financial modeling

Succession planning and ownership transitions

Entity structuring and operational efficiency

Industry-specific insights for professional services, hospitality, construction, and real estate