Tax Planning is a Dynamic Process...

Our specialists are trained to minimize your tax liability while maximizing your business opportunities.

We have extensive tax advisory experience serving businesses of all types, as well as individuals, estates and trusts. We understand how a heavy tax burden can negatively impact your business and personal finances. This is precisely why we take a proactive approach to proper tax planning to achieve your tax goals. Our tax specialists work closely with you to make certain that you are taking full advantage of all tax saving opportunities to preserve your bottom line and personal wealth.

We can help you in the following areas:

  • Advisory Services—Most business and investment decisions have tax implications. Rely on us throughout the year for the best advice at structuring transactions to minimize your tax bill.
  • IRS Representation—Our CPAs are licensed to practice before the Internal Revenue Service, state, and local taxing authorities.
  • Estate Planning—We recognize the importance of planning for the orderly transfer of your assets to your beneficiaries. We can create a well-structured estate plan to ensure your family's security is well protected.

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Phone: 317.834.2276 • Fax: 317.834.2290