Discover Real Strategies to Save on Taxes

Today’s ever-evolving tax law presents new challenges and opportunities for individuals and businesses at the local, state, and federal level. To help you achieve your short and long-term financial goals, our knowledgeable tax professionals work closely with you to address your individual and business taxation needs from tax preparation to compliance with long-term planning.

Tax Services for Organizations and Businesses

We offer specialized taxation services for businesses including:

  • Business Start-Up and Choice of Entity
  • Business Income Taxes
  • Buy-Sell Agreement Structuring
  • Lease/Buy Decisions
  • Mergers and Acquisitions Consulting
  • Multi-State Tax Planning
  • Sales and Use Tax

Tax Services for Individuals

We offer hand-picked taxation services for individuals including:

  • Estate and Succession Planning
  • International Tax Planning
  • Investment Analysis
  • Personal Expenditure Management
  • Retirement Planning
  • Tax Planning and Compliance
  • Trust Accounting

Taxation Services Team

Larry Friedman Director Headshot Larry D. Friedman CPA, MT · Director
Matthew D. Maker CPA, MT · Director
Floyd Trouten Director Headshot Floyd A. Trouten III CPA · Director
Jeff Neuman Director and President Headshot Jeffrey D. Neuman CPA, J.D. · Director and President
Jeff Schmittgen Director Headshot Jeffrey L. Schmittgen CPA · Director
Don Zwilling Director Headshot Donald F. Zwilling CPA, ABV · Director
Angela Alexander headshot Angela Alexander CPA, MSA · Principal
john funk headshot John R. Funk CPA · Principal
kim scott headshot Kimberly A. Scott CPA · Principal
Sondra L. Sofranko CPA · Principal
Stephen J. Cox Jr. CPA · Senior Manager
Mandi C. Raneri CPA, MT · Senior Manager
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