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Tax Compliance and Planning

Taxation rules and regulations are constantly evolving at the local, state, federal and international levels, making it virtually impossible for today’s business managers to stay abreast of requirements. Our expertise frees our clients from this burden.

From compliance and wealth planning to local, state and international consulting, our insight can prove invaluable to an organization’s future as well as to its leaders’ financial position and peace of mind. Each member of the engagement team – from professional to senior partner – possesses an extensive tax and business advisory background across diverse industries and sectors from financial services, real estate, manufacturing and distribution to IT, health care and not-for-profit organizations.

Formidable Experience

Our engagement teams work closely with industry executives at major corporations, not-for-profit organizations and start-up companies, delivering deep experience, extensive resources and profound dedication – in addition to unparalleled knowledge of all aspects of tax planning and compliance.

The breadth and depth of our services frees our clients to focus on operating— and growing— their businesses.

Active Industry Involvement

Regular participation in a range of industry professional groups equips our tax professionals to identify, advise on and address the issues organizations face with efficiency and cost-effectiveness. As a result, our clients are confident that their best interests are a priority to us, regardless of the tax challenges that may arise.

Our tax services include:

  • Employee Benefit Planning & Tax Compliance
  • International Tax
  • IRS Representation & Tax Controversies
  • Personal Financial Planning
  • Private Foundation Services
  • Tax-Exempt Organizations
  • State and Local Tax (SALT)
  • Tax Compliance & Reporting
  • Tax Research and Strategic Planning
  • Trust and Estate Planning

Global Expertise

Tax expertise is available no matter where you are or what your needs; we maintain seven convenient office locations throughout the region and membership in the PKF International network. This network of legally-independent member firms offers access to accounting, auditing, tax and business advisory expertise on a global scale, with more than 440 office locations in 150 countries worldwide. Clients are also kept abreast of general business and tax developments via newsletters and periodic seminars.