Our advisors and accountants develop deep relationships with clients. We take an entrepreneurial approach to solving their problems. This is why many clients have grown up with our firm. They see us as a trusted advisor who provides a sounding board, creative engine and path-clearer to their goals.
Search our listing of directors, associate directors and senior managers here.
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Areas of Focus
- Consolidated and affiliated groups
- High-net-worth families
- Partnership/LLC taxation
- State and local tax compliance
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Areas of Focus
- Credits and incentives
- Employment tax
- Excise taxes
- Income and franchise tax
- Indirect tax
- Mergers and acquisitions
- Property tax
- Research and development
- State tax controversy
- Unclaimed property
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Areas of Focus
- Business architecture, process design and improvement
- Data analytics and business intelligence
- Internal control analysis
- Mergers and acquisitions integration, including systems, processes and teams
- Operations review, management and improvement
- Outsourced back-office support, including finance, accounting and reporting, financial planning and analysis, and human capital
- SOX compliance and SEC reporting
- Strategy and technology consulting
- Transaction support services
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Areas of Focus
- Business consulting
- Corporate structuring
- Income tax provisions (ASC 740)
- IRS examination representation
- Mergers and acquisitions
- Multi-state compliance
- Tax planning and compliance
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Areas of Focus
- Federal and state research tax credits
- General business credits
- Income and franchise tax
- Tax credits and deductions
- State and local taxation
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Areas of Focus
- ESG reporting
- Financial audits, reviews, compilations and agreed upon procedures
- IPO/SPAC advisory and attest services
- Implementation and documentation of complex accounting standards
- Procurement services and access to capital markets
- SEC and PCAOB audits
- Transaction planning
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Areas of Focus
- Denials of refund claims
- Dispute resolution
- Federal, state and local audit defense
- IRS collection matters
- Nexus studies
- Offers in compromise
- Penalty abatements
- Representation before appeals, hearings, conciliation conferences and U.S. Tax Court
- Tax-exempt applications and reinstatements
- Voluntary disclosure agreements
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Areas of Focus
- International tax compliance
- Pre-immigration planning
- FIRPTA and tax withholding
- Tax issues relating to Green Cards, visa and EB5
- Foreign trusts
- Export tax incentives and IC-DISC
- Foreign account reporting
- International tax structuring
- Offshore Reporting assistance
- PFIC issues
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Areas of Focus
- Accounting-related consulting
- Federal and state tax planning and compliance
- IRS audit examinations
- Partnerships/LLC taxation
- Real estate taxation
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Areas of Focus
- Commercial Mortgage-Backed Securities taxation and structuring
- Corporate taxation
- International taxation (inbound and outbound)
- Partnership / LLC taxation
- Qualified Opportunity Zone transactions
- Real estate deal structuring and joint ventures
- Real estate funds
- Real Estate Investment Trust (REIT) taxation
- Tax planning and compliance
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Areas of Focus
- Complex partnerships and pass-through structures
- Partnership and LLC taxation
- Real estate investment funds
- Tax planning for complex partnerships, pass-through structures and joint ventures
- Transfers of business and property ownership
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Areas of Focus
- Apportionment methodology, sales and use taxability studies
- Audit defense
- Controversy resolution
- Nexus studies
- Risk assessments
- Tax planning and compliance
- Voluntary disclosure agreements
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