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

SEC Proposes to Narrow Broker-Dealer Exemptions to FINRA Membership

OMB 2022 Compliance Supplement for Single Audits

Life Insurance Policies: Planning Options If You No Longer Need Coverage

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Your Opportunity Advisors

Jen Flinchum


Ann Ramage


Stephanie Casey

Tax Senior Manager

Ginny Graef

Tax Senior Manager

Shana Francis

Tax Manager

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