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Tax Solutions
We are committed to supporting you in an increasingly complex tax environment by accurately applying tax laws and regulations to help you reach your financial goals.
Tax Preparation & Compliance
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Individual, Trusts, & Estate
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Sole proprietorships
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Pass-Through Entities (S- Corporations and partnerships)
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Corporations
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Nonprofit
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Payroll & Information Returns*
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State & Local Tax Filings
*Cloud-based payroll tax solutions only
Specialized Tax Services
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Complex or non-routine tax situations
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Transaction- and event-driven tax matters
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Tax credit identification and support
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Amended tax returns and catch-up filings.
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IRS and state tax notices / correspondence
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IRS and state audit support
Tax Planning & Projections
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Income & timing strategies
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Deduction & credit optimization
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Entity & compensation planning
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Investment & transaction planning
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Multi-year & scenario projections
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State & local tax planning
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Retirement & succession planning
