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Business moves fast. So do our tax laws.

Whether it's personal or business, helping you retain more of what you earn is what we do.

You aim to reach your goals effectively while adhering to relevant tax regulations. Our experienced tax team offers industry-leading expertise, catering to a wide spectrum of tax matters. We provide comprehensive tax services to individuals, businesses, and nonprofits of all scales, ensuring thorough support for your financial needs.

Pastry Chef

Business Owner Tax Planning

Your company possesses distinct qualities, and the tax guidance you receive should reflect that uniqueness.

Car-making factory

Tax Credits & Incentives

Tax credits and incentives create opportunities for businesses and individuals. 


Individual Tax Planning

As circumstances evolve in your life, we assist you in adapting your tax planning strategies accordingly.

Business Video Call

State & Local Tax

A strategic approach to state and local taxes (SALT) can help you reduce overall tax liability.


NonProfit Tax Services

Strengthening your nonprofit benefits the thousands of local people who rely on your services.

Local Family Business

Section 382

Limitations on tax attribute carryforwards following an acquisition or ownership change.

Building generational wealth through real estate, oil/gas investments & tax strategies

By combining strategic investment decisions with tax-efficient planning and long-term wealth preservation strategies, you can build a solid foundation for generational wealth across real estate, oil/gas investments, and beyond.

Oil & Gas Investments

Research and invest in oil and gas projects with promising returns. This may include direct investment in exploration and production ventures, purchasing royalties or mineral rights, or investing in oil and gas mutual funds or exchange-traded funds (ETFs). Due diligence is crucial to assess potential risks and rewards associated with these investments.

Strategic Real Estate Investments

Identify properties with potential for long-term appreciation and steady rental income. Consider factors like location, market trends, property condition, and rental demand. Leverage techniques such as rental property ownership, real estate investment trusts (REITs), or real estate partnerships to diversify your portfolio and mitigate risks.

Tax-Efficient Strategies

Work with tax professionals to optimize your tax situation and minimize liabilities. Utilize tax-saving vehicles such as retirement accounts (e.g., 401(k), IRA), health savings accounts (HSA), and 529 college savings plans. Additionally, consider tax-deferred exchanges (e.g., 1031 exchange for real estate) and tax-efficient investment structures to maximize after-tax returns.

Long-Term Wealth Preservation

Implement asset protection strategies to safeguard your wealth for future generations. This may involve establishing trusts, creating family limited partnerships (FLPs), or structuring your estate plan to minimize estate taxes and facilitate smooth wealth transfer.

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