Tax Services

Our Approach

Meet these obligations with intention, knowledge, and a customized approach..


Financial Statement Services

Taxes are inevitable, but are you planning for your future liability? We help clients create strategic tax plans to protect and grow wealth.

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Estates & Trusts

Our seasoned professionals advise you on the tax implications of your current plan and provide advice on actions you can take to maximize tax effectiveness.

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Business Tax Advisory Services

Our Business Tax Services Team delivers top-tier tax preparation, planning, and consulting to help reduce your company’s tax liability.

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Nonprofit Complaince

Helping organizations work toward achieving their mission and maintaining a transparent and sustainable effort.

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Tax Credits & Incentives: Advisory & Long‑Term Strategy

Beyond identifying tax credits and incentives at federal, state, and local levels, we guide clients in developing long‑term strategies—such as income deferral, gifting techniques, and credit optimization—to maximize savings over time while remaining compliant and forward-thinking.

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Meet the Experts

Our team members have spent a lot of time problem-solving for a variety of industries. Their expertise is unmatched and they are driven and excited about new challenges.

Anna Kross Headshot

Anna Kross

Tax Manager

Laura Rodriguez Headshot

Laura Rodriguez

Tax Manager

Susan Headshot 2

Susan Penno

Partner

Tim Griffith Headshot Full

Tim Griffith

Senior Tax Manager