A simple case of addition by subtraction.

Any missed deduction is a missed opportunity to protect your organization’s hard-earned capital. We take a proactive approach across all industry teams in reviewing our clients’ tax situations and evaluating new and potential tax law changes. Through advanced planning and a willingness to explore every possible advantage, we help our clients give Uncle Sam no more than his due.

Each member of our Tax Services Team has honed specialized skills, such as estate taxation, cost segregation, LIFO inventories, LLC taxation and unrelated business income tax. By gaining a mastery of specific aspects of complex tax codes, these individuals can come together for your business with the knowledge no one person could ever possess.

Our tax services include:

  • Retirement planning
  • Estate planning
  • Executive compensation techniques
  • Multi-year tax projections and alternative scenario analyses
  • Tax planning and compliance for:
    • Individuals
    • Corporations/partnerships
    • Family limited partnerships and LLCs
    • Estates and trusts
    • Not-for-profit organizations
  • Representation before the IRS and state and local tax authorities
  • Cost segregation studies (accelerating depreciation deductions)
  • Multi-state tax consultation
  • Tax saving strategies for mergers, acquisitions and liquidations
  • Sales tax matters
  • Personal financial statements
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Tax Pocket Guide

James B. Wagoner, CPA
Director of Tax
317.260.4428
Lawrence E. Brodnik, CPA
Senior Tax Partner
317.260.4488