Practical advice from advisors you trust

Law, financial services, manufacturing, retail… whatever your industry, we make sure your business is optimized for tax savings and compliance.

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Practice Lead

Joan Smith


Joan specializes in tax planning and strategy, succession planning and exit strategies, connecting clients with the right resources at every stage of growth.

An advisor you’ll want to keep close

We are confidants to our business clients. We deliver practical advice aimed at saving you time and money on your taxes, drawing on our breadth of tax specialties to examine and explore your best options when structuring for tax purposes, planning a transaction, building an M&A plan, filing or amending tax returns, and much more.

We bring the right expertise to the table to meet your needs as you grow and change.

We want to meet you!