Tax Planning Services

Creating effective tax planning strategies for our clients

Tax Complexities

Navigating today’s business and personal tax environment requires professionals who can help you comply with increasingly complex regulations while managing their impact.

Planning and Preparation Services:

  • Compliance and preparation services
  • State and local taxes
  • Trusts, partnerships and estates
  • Research and development tax credits (R&D)
  • International tax expertise
Tax Preparation and Planning
Tax Services

Let our professionals help you navigate through the complexities of ever changing tax regulations.

Tax Preparation and Planning
International Business

We provide International planning for businesses and expatriate tax planning assistance for individual clients.

Tax Preparation and Planning
Trusts, Partnerships and Estates

We offer forward-looking trust and estate planning services to help you effectively plan for your future.

Tax Preparation and Planning
Tax Credits

We help businesses capture available incentives and tax credits.

Tax Preparation and Planning
Marcy D Lantz CPA CSEP

Marcy D. Lantz, CPA, CSEP

Partner

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