High Net Worth Individuals

These individuals have complex tax issues that require a high level of tax planning, advice, and technical expertise for tax return preparation. Their focus is on planning in coordination with the advice of their investment advisors and estate planners.

Our high net worth clients often have one or more closely held businesses, trusts, and/or private foundations. 

These clients rely on us to understand the complexities of their businesses, family dynamics, investments, and estate plans so we can advise them on how to meet their financial goals. 

For more information contact Stacie Clifford Kitts

Closely Held and Multiple Entity Organizations

These are privately held small and middle-market businesses where tax planning, tax advice, and accurate tax compliance is critical to the financial success of the business.

Our business clients span an array of diverse industries including:

• Construction
  
• Healthcare
• Manufacturing/Distribution
• Oil and Gas
• Professional services
• Real-Estate
• Restaurant
• Technology
• Transportation

For more information contact Jim Katherman.

Retirement Plan Audit Clients

These plans which are sponsored by privately held businesses, rely on our quality audit services to help them comply with their legal responsibility to file a complete and accurate annual return/report.

For more information contact Stacie Clifford Kitts

Businesses and Individuals With Cross Border Transactions

These businesses and individuals have U.S. tax reporting issues for international transactions. 

• U.S. companies or individuals having foreign operations or transactions
  
• Foreign based companies or individuals having U.S. operations or transactions
  

These clients rely on our international experience to help them comply with their U.S. reporting requirements.

For more information contact Jim Katherman