We focus on tax services for the investment management and real estate industries, and select private clients.

Investment Management

We have an in-depth understanding of the tax compliance needs of firms with complex financial products and alternative investments. We provide federal, state and local income tax compliance and consulting services (including related accounting support) for domestic and foreign...

Real Estate

We have helped hundreds of clients with their real estate tax compliance and planning needs – from multi-billion dollar operators, to individuals with a few rental properties. We have extensive experience in all types of property and all stages of the real estate life cycle...

Private Clients

Whether you are a sophisticated investor or business person, or know less about taxes than a fifth grader we can help make your relationship with the IRS an uneventful one. Our select private clients include business owners, executives, family offices, individuals, trusts and estates...