We will partner with you during the lifetime of your company, whether managing the rapid growth stage, considering opportunities to exit the business, or investing in other opportunities. Our team will collaborate with you to consider planning opportunities for your business and identify the possible impacts to your shareholders, family, and personal financial goals.  We will actively engage your team of advisors to plan for opportunities that may arise and to ensure a comprehensive approach to identify and mitigate tax exposure areas.

Our team offers the following services:

2020-2021 Tax Planning Guide

Featured Insights

Tax Friendly Provisions for Rental Property Owners

Typos and Turmoil: Lyft’s Fourth Quarter Earnings Release Oops

Accounting Entry-Level Job Search Tips from our HR Director

Receive Updates on Tax Planning for Entrepreneurs

Your Opportunity Advisors

Jen Flinchum

Partner

Ginny Graef

Partner

Ann Ramage

Partner

Stephanie Casey

Tax Senior Manager

Dalton Bradshaw

Tax Manager

Shana Francis

Tax Manager

Contact Us