Tax Services

Achieving tax savings is a universal financial goal. When tax burdens decrease your available financial resources, you need advice and guidance from financial professionals who know how to address tax challenges and seize tax-saving opportunities.

At Perspective, we view tax planning as a key component of a unified strategic planning process. Our corporate, partnership, individual, fiduciary, state and local, and international tax professionals work as a team with our financial planning and benefits advisors on an ongoing basis to integrate the most effective tax strategy into your financial and business planning. We are business advisors experienced at serving the needs of a diverse client base, with an understanding of the issues faced by organizations ranging in size from start-ups to large multinational corporations. Our individual, fiduciary, and private foundation clients also cover a broad range of situations.

You can count on Perspective for cost-effective tax advice, advocacy and action in the context of both your immediate and long-term personal and business objectives. We are also diligent in assisting you to meet your tax compliance obligations so as to avoid onerous penalties and minimize the risk of a costly tax examination.

Tax services include: