Compliance, Confidence, and Avoidance
Through our proven framework of Compliance, Confidence, and Avoidance phases, we provide expert tax advisory, representation, and preparation services tailored to keep you aligned with regulations, optimize your financial position and cash flow, and minimize future risks. From personalized guidance to proactive planning, our team ensures that your tax strategies are as dynamic as your goals.
Our Core Services
Business Tax Services
Comprehensive tax preparation, advisory, and compliance services, designed to help business owners minimize tax liabilities while staying compliant.
Estate Tax Services
Expert tax handling and wrap-up services for executors of decedent estates, ensuring a smooth and efficient process.
Trust Tax Services
Reliable tax filing and compliance services for trustees, safeguarding the financial integrity of the trust.
Individual Tax Services
Tailored tax solutions for individuals with complex situations, offering advice on reducing tax burdens and ensuring compliance.
Audit Representation
Aggressive defense services for those facing audits, leveraging our extensive experience in both criminal and civil investigations.
Tax Resolution Services
Effective strategies for resolving tax debts and penalties, helping you find the best path to financial relief.
What is an Advisory-First Tax Firm?
An advisory-first tax firm prioritizes strategic guidance while offering expert preparation and representation services. We focus on building a long-term relationship that aligns with your goals, providing proactive solutions to enhance compliance, optimize financial outcomes, and mitigate risks. By addressing your unique needs through a consulting-first approach, we ensure every tax decision contributes to your success.
What Others Say
“Michael – thanks for the update! I’m meeting with [their client] next week to process the final distributions – this one has been a long road. I appreciate you stepping-in and helping us drive it to completion!”
“As an executor, I was overwhelmed with the estate tax process. Michael made it manageable and stress-free. We finally were able to confidently make the distributions where others couldn’t help.”
“That’s it!?” The words of a taxpayer whose experience and expectations have been transformed.