Comprehensive Services

Tax Consulting and Compliance

Keep more of the money you earn by taking advantage of all the tax-savings opportunities available to you and your business. Whether it’s reducing your individual tax burden or applying for tax credits and incentives for your company, experienced strategic and technical guidance can save you money.

Successful tax planning requires the help of an experienced tax professional with the technical skills, knowledge, and strategic thinking to help you address challenges and take advantage of timely opportunities. Whether your needs are industry-specific or involve matters of personal income tax, Tate can provide you with personalized service wherever you reside or do business.

Discover more about our tailored tax solutions in the following areas:

  • Tax Structuring
  • Credits and Incentives
  • Cost Segregation For Real Estate
  • Entity Structuring and Selection
  • Retirement Plan Selection and Optimization