We have a proven history of creative solutions to clients’ tax planning needs. We are dedicated to providing you timely and accurate tax returns.

When dealing with taxes at any level—local, state, or federal, Jim and Mark can assist with general tax planning, tax credits and incentives, compliance or consulting on a variety of accounting-related issues.

We address state and federal tax matters, staying up-to-date on rapidly changing laws and tax code. We assess your short- and long-term goals, modifying your plan to suit your business priorities. We help you understand reporting requirements so you can make wise decisions throughout the fiscal year. Should you ever need to interface with taxing authorities, we are there for you, representing your company on your behalf and making accurate presentations of key information.

Our experienced team provides you with all the tax services you need for:

  • Tax planning (general, mergers and acquisitions, estate and trust planning)
  • Preparation and returns
  • Local, state, federal and international taxes
  • Credits and incentives
  • Business valuation and appraisal
  • Compensation, benefits and payroll taxes
  • Government audits