Tax Compliance

Our full range of tax compliance and planning services include:

  • Income tax compliance (return preparation) services for individuals, corporations, partnerships, estates and trusts
  • Tax minimization strategies for acquisitions and mergers, as well as exit strategies
  • Annual planning exercises to minimize recurring taxes and “bracket management”
  • Multi-state income tax planning and minimization strategies

Tax Compliance Team

David Nelson, CPA
Lee Daniels, CPA
Sandi Oakley, CPA
Tim Van Cleve, CPA
DonnaWillis
Barry Wright, CPA
Jeff Little, MBA, CPA
Bob Bullard, CPA
Doug York, CPA
Terry Graham, CPA
W. Issac "Ike" Orwick, CPA, CFE


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