Tax Services


Roughly half our practice is concentrated in providing tax planning and compliance services. Our goal is to provide tax planning services that will allow you to enjoy substantial tax savings in excess of our fees. That’s why we take a proactive approach in providing tax services and take pains to inform you of all significant tax planning opportunities.

Our tax services include:

  • Analysis, planning, and consulting to minimize federal, state, and local taxes
  • Preparing and reviewing tax returns for individuals, estates, trusts, not-for-profit organizations, and all forms of business entities
  • Preparing tax returns for trust and estate accounts for financial institutions
  • Representing clients in dealing with the Internal Revenue Service and other tax authorities

Tax consulting and planning 
Many members of our staff have extensive experience providing sophisticated tax services to businesses and individuals. Our experience, education, and professional interest in the tax area far exceeds the other firms in our market area.

To learn more about our areas of expertise, select a new page below:

International Tax                 Estate Planning and Administration                   Cost Segregation

Please contact Mike Shepherd, Director of Tax Services, at or at 859.425.7637.