Tax Services

Personal Tax Services

We provide services targeted at complex personal tax positions, ranging from business owners to high-net-worth individuals. Providing structuring and assisting in advance planning we help our clients ensure they are in the best position tax compliance wise, holistically financially, and in alignment with their strategic goals. Focusing on the larger picture we attack the small and finer details to make sure the final depiction is in alignment, optimized and what is best for the client and their family. In addition, we service the Estate and Trust income tax returns.

Corporate Tax Services

Our firm has extensive knowledge on corporate tax compliance and structuring. We advise clients on efficient tax structuring and reporting properly taxable and tax-free corporate reorganizations. We provide resolutions to corporate tax issues, tax planning/structuring, and prepare the corporate filings from the federal, state and international levels.

Partnership Tax Services

Partnerships are an ever-changing business structure that provides not only the most flexibility but also the most complexity oftentimes. Funds, private equity groups, real estate industry, vast operating businesses and many more leverage partnership structures. We have deep knowledge in partnership allocation, partnership transactions, and partnership tax maintenance/filings.

International Tax

We offer significant resources and service offerings in international tax services for our clients. With the passing of the Tax Cuts & Jobs Act of 2017, the international tax landscape has changed significantly and we focus on planning and global structuring opportunities for our clients to maintain efficiency and competitiveness in the global landscape. We work closely with tax advisors from local jurisdictions to ensure global tax optimization for our multinational clients.

Our services include the following:

  1. Income Tax Treaty Analysis
  2. Cross-Border Tax Structuring Modeling for Global Tax Efficiency
  3. US Tax Structuring in connection with Outbound transactions
  4. Inbound/Outbound Tax Planning
  5. Foreign Tax Credit Analysis & Planning
  6. Interest Charge Domestic International Sales Corporation (IC-DISC) Tax Structuring
  7. Export Tax Incentives
  8. Pre-Immigration Tax Planning
  9. US Expatriation Tax Planning & Compliance
  10. US FIRPTA Tax Planning & Compliance