Robert A. Mathers, CPA
Director, Tax Services

"We approach business issues with the big picture in mind. These are the issues that impact the ownership's personal income, short-to-mid-term business objectives and exit strategy.

Our tax team listens carefully to  management. As an advisor, I may not always be able to convince the client that one pathway is preferred over another, but there is always a respect that decisions are made with a full understanding of available options. It is our job to ensure that options are put on the table for discussion."

Tax  Services
Compliance, Planning & Management

We use a team approach to manage your taxes and achieve your goals. We call this approach tax management.  Our recognized technical expertise is the result of extensive training and leadership roles in national and state organizations. Our tax management team provides you with professional ability and expertise, superior technical and analytical skills, proven problem-solving experience and a responsive end-results orientation.

Our tax management services include:

    -    Individual Taxation
    -    Current and long range planning
    -    Personal retirement planning
    -    Estate and gift planning 
    -    Corporate taxation
    -    Corporate acquisitions and reorganizations
    -    Maximizing key employee income
    -    Assistance with entity selection
    -    Formation and liquidation 
    -    Partnership taxation
    -    IRS and State Tax Audit Management
    -    Representation & negotiation w/Federal and
         State Revenue Services and other government
         agencies 
    -    Response to tax correspondence inquiries
    -    Outsourcing services for business
    -    Services for Foreign entities and expiates

Our tax team is prepared to assist you reduce and manage your tax challenges.