Tax
Your peace of mind is our priority. In addition to monitoring tax liability, we focus on understanding your full financial picture and recommending strategies that support long-term stability for you and your business.
We take a proactive approach to tax planning by structuring transactions, guiding decisions, and identifying opportunities to reduce taxes whenever possible. Thanks to our thorough knowledge of New York State, multi-state, federal, and international tax laws, our advice is both practical and forward-looking.
Our Services
Research & Development Tax Credit (R&D)
The federal R&D tax credit allows businesses across many industries to offset development-related costs, often generating cash savings of up to 10% of qualified spending. If you’re not currently claiming the credit, you may be missing a valuable opportunity to reduce your tax burden and reinvest in critical initiatives.
Tax Planning & Compliance
We take a proactive, integrated approach to tax planning and compliance for both individuals and businesses. Our approach ensures timely, accurate filings at every level. By aligning tax strategy with your broader objectives, we help you to confidently make informed financial and business decisions.
Latest Insight
California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027
Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]
Service Leaders
John Anderson
Manager
Bradley Bach
Principal
Hannah Borden
Manager
Hayden Coll
Principal
Jonathan Herdlein
Manager
Sarah Hopkins
Partner
Robert Ingrasci
Partner
Alexander Intihar
Manager
Cheryl Jankowski
Partner
Mark Janulewicz
Partner
Brian Kern
Partner
D’Marie Kleeman
Principal
Jenna Mahns
Manager
Kayla Manus
Manager
Jordan Meagher
Manager
Katie Mellon
Principal
Angela Miles
Principal
Amanda Mooney
Principal
Megan Morris-Smith
Principal
Michē Needham
Partner
Isabella Newman
Manager
Amanda Ornowski
Principal
Kristin Ré
Principal
Kerry Roets
Principal
Jonathan Roller
Partner
Kevin Smeader
Principal
Mark Stack
Partner
Courtland “Cory” Van Deusen V
Partner
Kelsey Weigel
Principal
Amanda Wojtkowski
Manager
Emilie Wuerch
Manager