OUR Services

Tax

We deliver tailored tax solutions that optimize outcomes, ensure compliance, and mitigate risks. Our innovative strategies for corporations and individuals help achieve your objectives and navigate ever-changing tax regulations, providing stability and confidence in your financial planning.

Driving financial success through unique optimized tax solutions

Tax Planning

We maximize savings with strategic tax shields, advanced planning, and tailored solutions

Tax Preparation & Compliance

We ensure accuracy and minimize risks with expert tax preparation and comprehensive compliance

Tax Structuring

We optimize your tax position with effective and tailored tax structuring strategies

Tax Controversy

We limit exposure and efficiently resolve tax disputes with expert guidance

International Tax

We adapt proactively to ever-changing laws for seamless international tax compliance

Our Tax Services Team

Lee M. Cohen, CPA
Lee M. Cohen, CPA CEO
Christopher Kotan, CPA
Christopher Kotan, CPA PARTNER
Gary Sozzi
Gary Sozzi TAX DIRECTOR & TAX TEAM CO-LEAD
Jonathan Porcelli
Jonathan Porcelli TAX DIRECTOR & TAX TEAM CO-LEAD

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