Tax Consulting

Get More in Return

Changes in the field of tax law are never ending. Same is our commitment to stay on top of trends. Because each person’s business and personal tax situation is unique, we create a strategy to fit your specific need- and make certain no tax savings opportunity goes ignored. Sticking to our trusted code of ethics and truth, our experts will put the latest in education, compliance and representation to work. 

Income Tax Planning Services:

  • Maximizing After-Tax Income
  • Individual and Business Tax Consulting
  • Business Entity Options
  • Transaction Analysis
  • Business Reorganization
  • Tax Loss/Credit Utilization
  • State/Local Tax Planning
  • Federal and State Tax Incentives
  • International Tax Consulting

Estate and Gift Tax Planning Services:

  • Business Succession
  • Family and Charitable Giving
  • Effective Use of Trusts
  • Post-Mortem Planning

Tax Compliance SErvices:

  • Business and Individual Returns
  • Estates and Trusts
  • Retirement and Fringe Benefit Programs
  • Nonprofit Returns
  • Tax Controversy Representation

Compensation / Benefits Planning:

  • Retirement plans
  • Deferred compensation plans
  • Flexible benefit plans

Tax Consulting Team


Stephen F. Higgins, CPA, CVA, MT

Principal/Tax Director

Specific Areas of Expertise

  • Valuations of closely held businesses for business acquisitions, buy-sell agreements, estate and gift tax matters, additional equity offerings and litigation support including domestic relations matters.
  • Consultant and expert witness in business valuation and tax matters.
  • Tax and consulting experience with clients in the health care, manufacturing, construction and not-for-profit industries and high net-worth individuals.

William J. Vennetti, CPA


Specific Areas of Expertise

  • Manufacturing
  • Construction
  • Wholesale/Distribution
  • Tax Planning and Compliance
  • High Net Worth Individuals