Tax

Why Pay More Than You Have To?

When it comes to filling out a tax return, you have a lot of options. But when it comes to going far beyond tax compliance to comprehensive tax planning built around your unique circumstances, we are the team you can trust.

 

We understand that successful tax planning is a year-round endeavor. Our team truly listens to you, rather than jumping to conclusions, so we can meet – and exceed – your expectations. 

 

Our professionals take pride in providing tailored planning and advice that minimizes your tax liabilities and maximizes your cash flow. Always keeping your big-picture financial aspirations in mind, we can help you with your short- and long-term needs so you can reach your goals with as much money in your pocket as possible.

What We Do

  • Tax compliance, preparation and planning
  • State & local tax assistance
  • International tax consulting
  • Tax credit and incentive advice
  • Tax controversy & dispute resolution

Who We Serve

  • Individuals
  • Corporations
  • Partnerships
  • S Corporations
  • Non-profits & tax-exempt entities
  • Estates & trusts
  • Associations & foundations

Your tax guide

Jim Leutenegger is a tax partner with more than 20 years of experience of providing tax consulting and compliance services to small and middle market businesses.  Jim has extensive experience working in the technology, professional services, distribution and light manufacturing industries operating in all 50 states and with considerable inbound and outbound transactions worldwide.

Learn More

We are always happy to answer your questions and discuss your tax, audit, or business needs. Reach out to schedule a no-obligation call.

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