We help doctors, attorneys, consultants, and other self-employed service professionals to minimize their tax liability by ensuring they are in the most tax-efficient structure possible.
- Proactive tax planning and forecasting from entity to the individual
- Federal and multi-state income tax preparation
- Advising on retirement plans and deferred compensation tax strategies
- Business succession planning with structuring sales
- Trust and estate planning
- Structuring incoming partner’s buy-in