Tax Solutions

Tax Solutions

Create a Tax Plan
Taxes impact business and personal goals, wealth accumulation and wealth transfer plans. Our professionals believe taxes should be planned events that are the result of timely and accurate forecasting combined with frequent client communications. By working closely with you, we can better identify opportunities to modify your tax plan and investigate the potential of incentives.

Some Quick Facts About Our Tax Practice:

  • 500 plus organizational tax clients
  • 700 plus individual tax return clients

Business Compliance and Reporting

  • Domestic tax planning and return preparation
  • Foreign return preparation and filing
  • Transfer pricing
  • Sales and use tax consultation and audit defense
  • Multi-state consultation and return preparation
  • SFAS 109; tax accrual preparation and review
  • IRS communications and representation
  • Tax department overflow support or complete outsourcing

Business Planning and Incentives

  • Mergers, acquisitions or sale of business support
  • Family succession planning
  • Stock option planning
  • 409A analysis and deferred compensation plan taxation consulting
  • Research and development credits
  • Section 382 calculations; change in control limitations on NOL carry-forwards
  • SFAS 123R; stock compensation deductibility
  • FIN 48 analysis; aggressive tax position

Personal Tax Planning and Reporting
Tax return preparation, retirement strategies, estate and gift planning and family wealth transfer planning

For information about our tax practice, please contact Norman Trubee, our Partner in Charge of Tax.