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.
Quick Summary The Boston Scientific cyberattack shows that no enterprise is immune, and medical device makers are especially attractive targets…
Read More >The International Financial Reporting Standards (IFRS) continue to take feedback from the global business community and evolve to meet expanded…
Read More >On Tuesday, September 29, 2026, the U.S. Department of the Treasury and the Internal Revenue Service released the 2026–2027 Priority…
Read More >On September 29, 2026, the Office of Management and Budget (OMB) released a draft of the Compliance Supplement, similar to…
Read More >Quick Summary Companies without budget for a third-party application can automate their SAP segregation of duties (SOD) review using Microsoft…
Read More >