Now Hiring R&D Credit Manager and Tax Seniors
Identify tax opportunities. Reduce tax liabilities.
Meet your strategic business objectives.
Taxes are complicated.
Staying compliant doesn’t have to be.

Taxes can be nuanced, expensive to fix and slow a business down. Your tax approach shouldn’t be left to chance and leave you constantly wondering if you’re doing enough or worrying if you’re missing something big. For practical answers that make business sense, you’ve come to the right place. We see tax through the business lens of risk and cost and advocate for your business goals so you can stay focused on the business.
Federal Tax
No two businesses are the same. So, our federal and international tax solutions are fully customized to the way you do business.
State and Local Tax
What you don’t know about taxes shouldn’t undermine your business success in all 50 states, five U.S. territories and internationally.
Tax Minimization
Our best practices uncover opportunities to increase credits, deductions and deferrals in ways that often go undetected by other firms.
ASC 740
Accounting for income taxes is detail-oriented, complex and time-consuming. Let’s take it off your plate.
TAX PROVIDERS AREN’T “ONE-SIZE-FITS-ALL”

We understand that finding the right tax partner is essential to achieving your business objectives. Making the right tax decisions takes knowledge and years of experience, and shouldn’t be relegated to AI solutions and junior staffing. In solving complex tax puzzles, we help companies take control of how taxes impact strategy before taxes have a chance to slow the business down.

A comprehensive tax approach that leaves nothing to chance.
Leverage unmatched authority and experience. Our team of Big Four seasoned leaders understands that achieving business strategy is your number one priority. Ours is to make sure taxes don’t get in the way of what you want to accomplish. This requires practical tax solutions that flex with your business strategy so you can move forward with confidence knowing there are no weak spots in your tax strategy.
Our team offers you peace of mind. What you see as a tax headache and distraction, we see as a puzzle to solve. We get ingrained in your business, learning the strategy and nuances that drive performance so we can tame–and manage–any tax issues that threaten forward momentum.
Tax News, Analysis & Events

Answers to Your Burning R&E Expenditure and R&D Tax Credit Questions
Jamie Overberg, Partner at TaxOps Minimization, shares insights on R&D expenses and credits with a panel of tax professionals for Bloomberg Tax. By Hogan Humphries, Jamie Overberg, Lawrence Sannicandro, and Jonathan Forman* KPMG LLP,...

Texas Sirius XM Ruling: Another Look at Sourcing Service Receipts
In this installment of Spreading SALTovation for Tax Notes, Tram Le examines the Texas Supreme Court’s Sirius XM ruling in relation to the challenges of sourcing service receipts in multiple states. By Tram Le. Reprinted from Tax Notes State, June 6, 2022, p.977 The...
Insights on California Tax Issues with Michael Cataldo (Part 2)
Insights on California Tax Law with Michael Cataldo (Part 2)Hosts & Guests Stacey Roberts, State and Local Tax Director Meredith Smith, State and Local Tax Senior Manager Michael Cataldo, Shareholder at Cataldo Tax Law, P.C. TranscriptTopics...






Get the right set of eyes on your challenging tax issues.
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