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 September 29, 2026, the Office of Management and Budget (OMB) released a draft of the Compliance Supplement, similar to…
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Read More >The U.S. Treasury Department and Internal Revenue Service have issued proposed regulations that would provide that a private school is…
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