Tax Planning & Compliance

No one enjoys paying taxes. That’s why we work to help our clients develop strategies to reduce the amount they have to pay. Our Tax Planning and Compliance team has decades of experience in helping our clients navigate the complex and ever-changing tax environment.

We know that every situation is different and that it’s not enough to simply understand tax law. We believe that to provide actionable insights to our clients, it is critical to be familiar with their particular situation and their complete financial picture.

That’s why we take the time to get to know you and your business. To understand how your personal and business taxes are related. To help you design and implement strategies to stay ahead of ever-changing rules. And to help you craft (and stick to) a plan that will save you money, year after year.

Our approach is integrated and consultative. We’ll take a look at every aspect of your personal and business finances to guide you toward good financial decisions for your family and business.

That’s why we’re here: to help you succeed.

Our Tax Planning & Compliance Team Has Expertise In Such Areas As:

  • Federal Income Tax Planning and Compliance
  • State and Local Tax Planning and Compliance
  • Cash Flow and Compensation Planning
  • Budgeting and Forecasting
  • Crossborder, International & Multinational Tax Issues
  • Expatriates

We offer our tax planning and compliance services to a variety of clients, including:

  • Individuals
  • Corporations
  • Estates
  • Trusts
  • Partnerships
  • Not-for-Profit Organizations

Tax Planning & Compliance Team

Cindy Lyons

Tax Partner

Matt Kerr, CPA

Managing Partner

Scott Kobren

Tax Partner

Please contact us by using the form below: