Tax Planning & Compliance

Our tax expertise and familiarity with you and your business enables us to proactively manage all your tax obligations. We stay abreast of changes and developments in income, estate and gift tax laws and how they affect you and your business to help minimize your tax liability.

Every year, opportunities to save on this year’s taxes are lost at year-end. Effective tax strategies start early in the year and align your personal needs with those of your business and estate plan. Advance tax planning can yield significant tax advantages and go a long way in helping you achieve financial goals.

When the tax return is filed, our most important work is just beginning. Using our extensive knowledge and tax expertise, we work with you to improve tax efficiencies, mitigate risk and find opportunities all year long for additional tax savings.


Examples of Tax Services

  • Federal tax consulting
  • International tax consulting
  • State and local tax consulting
  • Comprehensive tax compliance services
  • Tax audit assistance and support
  • Estate and gift tax planning
  • Merger and acquisition tax support
  • Nonprofit exempt status filing and tax compliance
  • Business entity selection and elections

Bonita Springs | Naples

3301 Bonita Beach Road, Suite 101
Bonita Springs, FL 34134
Office: 239.390.8882 | Fax: 239.390.8883

Sanibel Island | Fort Myers

1619 Periwinkle Way, Ste 102
Sanibel, FL 33957
Office: 239.472.5152 | Fax: 239.390.8883

Raleigh, NC

1776 Heritage Center Drive, Ste. 204-B
Wake Forest, NC 27587
Office: 919.426.2532