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Tax Services

Proactive and specialized tax services.

A proactive approach delivers confidence in results when meeting the tax challenges of financial services organizations.

Tax associates have in-depth specialized knowledge of the financial services industry and provide proactive tax planning and proactive consultation, compliance, and audit assistance on industry-specific as well as general tax issues.

In addition to traditional tax services, we have extensive experience in the following areas:

  • State and local income, sales and use property taxes
  • Mergers and acquisitions
  • Accounting for income taxes
  • 1099 and other information reporting
  • Employee benefits tax issues

Enhanced connections
See how we brought inside to both our firm and clients in FY23.
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