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SERVICES

PRIVATE TAX

SCOPE

PRIVATE TAX

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SCOPE

Personalized Tax Management Solutions

With the increasing importance of tax planning and compliance in personal finance, the demand for skilled and knowledgeable tax professionals is increasing.
of Private Clients Face Tax Audits from Improper Reporting​
45 %+
of Wealthy Families Save 22%+ in Taxes with Tax Planning
29 %+
of High-Net-Worth Individuals Overpay due to Poor Tax Planning
65 %+
of High-Income Earners Save $50,000+ Annually with Tax Deferral
20 %

OUR EXPERTISE

Expert Guidance for Your Financial Journey
We navigate the complexities of tax planning, preparation, and compliance, ensuring that clients are in compliance with government regulations and minimizing their tax liabilities.
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  • Accounting
  • Compliance
  • Corporate Tax
  • International Tax
  • People & Culture
  • Private Tax
  • Risk Advisory
  • Strategy
  • Tax Administration
  • Technology
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TAX COMPLIANCE

SCOPE Reliable Tax Compliance Tax compliance difficulties arise from complex laws, lack of understanding, improper record-keeping, and limited resources, leading…

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TAX RESOLUTION

SCOPE Reduce or Eliminate Penalties and Interest Resolving tax debt issues with the Internal Revenue Service (IRS) or other tax…

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INTERNATIONAL TAX

SCOPE Navigate Global Tax Strategy In today’s interconnected world, businesses and individuals seek to expand their reach and grow their…

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STATE & LOCAL TAX

SCOPE Simplify Your Path to Growth As businesses expand their footprint, they face a complex web of state and local…

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PARTNERSHIPS

SCOPE Simplifying Complexity for Success Partnership tax services can be challenging due to complex tax laws and regulations, including tracking…

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TAX RETURN

SCOPE Financial Clarity and Success At our firm, we understand the importance of comprehensive tax services in helping individuals and…

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FAMILY OFFICE

SCOPE Tailored Tax Solutions for Families We provide specialized tax services designed for family office tax solutions, focusing on tax…

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TRUSTS ESTATES

SCOPE Preserve Your Legacy Trusts and estates are evolving in response to changing tax laws and client needs to navigate…

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ASSET MANAGEMENT

SCOPE Maximize Returns, Minimize Risks Asset management involves managing investments to help clients achieve their financial goals and maximize their…

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TAILORED SERVICES

Industries Expertise

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Knowledge

We possess in-depth knowledge and expertise in personal taxation, enabling us to provide comprehensive guidance on tax planning, preparation, and compliance. Our expertise encompasses individual income taxes, tax credits, deductions, and exemptions, as well as estate and gift taxes, ensuring our clients make informed decisions about their financial affairs.

Featured Resources

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Sustainable Tax Practices

Learn how sustainable tax practices benefit businesses by promoting environmental responsibility and offering tax advantages. Discover strategies to optimize your tax planning for a more sustainable future. IntroductionAs the importance of environmental sustainability grows, companies are increasingly adopting sustainable tax practices that balance profitability with environmental and social responsibility. Sustainable

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Preparing Your Organization for Generative AI Integration

Successful AI adoption requires more than just implementation. It demands strategic planning and governance to prepare the workforce and leverage technology for driving innovation and efficiency. In today’s competitive market, organizations are increasingly turning to generative artificial intelligence (AI) to enhance efficiency and integrate data seamlessly. However, successful AI adoption

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IRS Reopens ERC Voluntary Disclosure Program

The ERC Voluntary Disclosure Program aids businesses in rectifying potential misclaims of the Employee Retention Credit, promoting transparency and compliance with IRS regulations. The IRS has recently announced a limited time reopening of the Employee Retention Credit (ERC) Voluntary Disclosure Program, creating a crucial opportunity for businesses that received ERC refunds for

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Revenue & Tax Proposals FY 2025

The Biden administration has released its 2025 Budget Proposal, outlining the president’s policy priorities and tax proposals in the next fiscal year from Apr 1, 2024, to Mar 31, 2025. U.S. Department of the Treasury also released the “Green book,” as an additional 256 pages for General Explanations providing further

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Technology Transforms Financial Management for SMEs

In today’s fast-paced business world, small and medium-sized enterprises (SMEs) face unique challenges in managing their finances. Limited resources, increased competition, and the need for real-time financial insights make efficient financial management critical for success. Thankfully, innovations in technology like cloud accounting, AI, and machine learning help SMEs improve their

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Corporate Transparency Affects Private Businesses in 2024

CTA (Corporate Transparency Act)The CTA was enacted by Congress on January 1, 2021, in an effort to combat financial crimes, money laundering, and corruption across all industries. The legislation mandates that privately held corporations, LLCs, partnerships, and other legal entities formed by filing with a Secretary of State must provide

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Strategies for Optimizing ERP Systems Without Replacement

Discover powerful strategies to supercharge your existing ERP system and transform it from a burden into a driving force for efficiency and profitability without the need for costly upgrades. If your enterprise resource planning (ERP) system is starting to feel more like a burden than a benefit, you’re not alone.

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Generative AI to Heighten Deception and Fraud Threats

AI brings forth a new wave of cybersecurity challenges and data vulnerabilities. Organizations must skillfully navigate the intricate relationship between AI and cybersecurity to manage these threats effectively. Explore innovative strategies to confront these challenges. As organizations embrace the transformative power of artificial intelligence (AI) to enhance efficiency and drive

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How AP Bots are Boosting Faster Payments

AP bots are strengthening and making more reliable contact between companies and suppliers by having better credit terms that result in mutual trust between parties. AP bots are changing a cumbersome, labor-intensive, and often time-consuming function into smooth, efficient processes. AP automation promises a reduction in operational costs and better

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Corporate Tax Capitalizing Technology Expenditures

Discover essential 2024 corporate tax planning updates, focusing on technology expenditure capitalization and the IRS’s latest compliance innovations. Corporate tax planning is no longer about simply “checking the boxes” – it’s about outsmarting tax complexity. With new regulations and IRS initiatives sprouting up like tech startups, businesses now have to

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Visualize Business Intelligence Dashboards

Find out how financial dashboards and BI tools turn complex data into accessible insights, aiding decision-making. Utilize real-time analytics for improved financial management. Smart Financial Dashboards: Visualizing Financial Data with BI ToolsModern businesses have huge volumes of financial data that need to be processed. The analysis is quite important in

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A Cross-Border Tax Odyssey: New Challenges of Pillar Two

Uncover the transformative impact of Pillar Two on international taxation and learn how businesses can adapt to new global minimum tax standards while avoiding the pitfalls of double taxation. For businesses engaged in international operations, the realm of cross-border taxation is undergoing significant changes. New regulations from the Organization for Economic

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