Specialized services to help clients meet all of their tax compliance and planning needs.
PRIMARY CONTACTS: Justin C. Steele JD, Matthew Werner CPA
In today’s complex business and tax environment, most companies cannot maintain the requisite level of in-house tax expertise necessary to ensure compliance in all tax disciplines and jurisdictions.
Managed Tax Services provides a strategic opportunity for companies to house those areas of the tax function that are most strategic, while outsourcing those tasks that are prohibitively resource-intensive or too expensive to complete in-house. It’s all about getting the most from limited resources and leveraging your tax resources. We work with our clients to create a tailored, customer-specific plan to address current needs with the flexibility to adapt to new situations. We provide the following servicesBig Problem: Company Impacted By Ransomware.
Big Thinking: Restore System On-site And Avoid Six-figure Ransom.
Big Problem: Inefficient Tax Credit Realization.
Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.
On April 3, 2026, Executive Order 14400, titled Urgent National Action to Save College Sports, was issued to address escalating…
Read More >A recent U.S. Supreme Court decision creates refund opportunities for importers that paid duties while tariffs were in effect in…
Read More >On April 23, 2026, the Federal Deposit Insurance Corporation, the Federal Reserve Board and the Office of the Comptroller of…
Read More >The middle-market manufacturing sector is entering a period of growing divergence. Well-positioned companies with diverse customers, scalable operations, and professional…
Read More >The One Big Beautiful Bill (OBBB) restored immediate expensing for domestic research and development costs, significantly improving the value of…
Read More >