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Tax Consulting

Tricia applies her deep knowledge of tax technical issues to help a wide range of client businesses, including real estate partnerships, tax-exempt entities, high-net-worth individuals, and S corporations. 

Director

Kelly specializes in preparing and reviewing tax returns for individuals, partnerships, S corporations, and C corporations, partnering closely with clients to coordinate personal and business needs and minimize tax liabilities.

As a Tax Director, Adele assists clients with tax preparation and advisory services. Adele’s clients appreciate her conscientiousness and responsiveness, and the year-round peace of mind she gives them around tax preparation.

Robin focuses on business tax planning and compliance and specializes in individual tax returns.

Cathy specializes in taxation issues in the affordable housing industry, particularly entities organized as partnerships and LLCs. She serves as a trusted advisor to clients in the real estate and affordable housing industries. 

Keri specializes in working with companies in a wide range of industries, including private equity firms and businesses undergoing a business transition.

Christopher provides clients with cost segregation tax studies and green energy incentives that result in reduced tax liabilities and increased cash flows. He specializes in delivering cost segregation services, 179D, and 45L studies.

Senior Manager

Becky assists clients with federal, state, and local tax issues, including income and estate tax planning. She serves as a tax advisor for clients ranging from closely held and family-owned businesses to multi-million-dollar corporations and partnerships. 

As a tax controversy specialist with over 20 years of experience, David handles federal and state tax controversies, representing individual and business clients at various stages of their controversy.

Tamara leads complex tax engagements, manages staff workflows and deliverables, develops internal talent, oversees the preparation of complex tax returns, and provides tax research and planning services to a diverse client base

Tax Consulting

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