We help clients minimize taxes and plan confidently with tailored strategies for individuals, families, and businesses, ensuring compliance with tax laws.

M&A transactions demand careful tax planning to avoid costly surprises. We advise on acquisitions, sales, reorganizations, and joint ventures, ensuring each deal is structured to achieve your business objectives while minimizing tax risk.

If you’re facing an IRS audit, examination, or collection matter, we advocate on your behalf. With firsthand insight from inside the IRS, we know how the government approaches disputes and how to resolve them efficiently—through negotiation, appeals, or litigation if necessary.

We design estate plans that preserve wealth and secure your legacy. From wills and trusts to advanced tax planning strategies, we provide customized solutions that minimize estate and gift taxes while ensuring your wishes are carried out.

We help real estate investors and developers maximize returns through tax-efficient structuring. This includes 1031 exchanges, depreciation strategies, Opportunity Zone investments, and real estate investment trusts (REITs).

We help businesses, developers, and investors take advantage of valuable tax credit opportunities. From renewable energy and affordable housing to historic rehabilitation projects, our firm makes complex tax credit programs easier to understand and puts the benefits within reach. Whether you’re raising capital or investing in a project, we structure deals that align with your goals and ensure compliance every step of the way.

The details matter. We guide clients through accounting method changes and reporting strategies that improve compliance while unlocking tax savings opportunities.

For businesses with international operations, transfer pricing is a critical area of compliance. We help design, document, and defend intercompany pricing arrangements to reduce the risk of double taxation and IRS disputes.