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

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Your Opportunity Advisors

Jen Flinchum


Ginny Graef


Ann Ramage


Stephanie Casey

Tax Senior Manager

Shana Francis

Tax Manager

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