Tax Planning and Advisory

Tax Accounting, Preparation and Planning

Our tax advisors have extensive expertise in tax accounting, preparation and planning. This expertise places us in a unique position to partner with you at all phases of your business and personal journey.

We will help you achieve your best results by developing a comprehensive strategy and action plan based on your needs and objectives.

A sound tax and estate plan will assist you in creating, growing and protecting your wealth. We meet with our clients proactively and on a regular basis so we can look to the future, anticipate their needs, avoid surprises and deliver long-term, sustained value.

What We Do

Build Your Foundation

Realize Your Potential

Establish Your Legacy

  • Business Formation and Choice of Entity
    • Taxable and Tax-Exempt
  • Business Licensing
  • Individual Income Tax Preparation and Planning
  • Business Income Tax Preparation and Planning
  • Multi-State Planning
  • Tax Planning
  • Trust and Estate Accounting and Tax Preparation and Reporting
  • Family Wealth Planning
  • Grants and Tax Credit Opportunities
  • Management Planning and Advisory Sessions
  • Sales, Mergers and Acquisitions
  • Succession Planning
  • Retirement Planning
  • Trust and Estate Planning
    • Charitable Trusts and Donor Advised Funds
    • Gift Planning/Gift Tax
    • Private Foundations

Ready to learn more?

We're here to help! Contact us about our Tax Planning and Advisory services.

headshot of Johnathan

Johnathan G. Orrock, CPA
Partner, Tax


Joe Bugg, III, CPA
Partner, Trusts and Estates