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Tax Services

Whether you have a growing business or growing family, or maybe you’re planning to retire or buy a building, it’s important to consider the tax implications of each decision you make – now and into the future. How and when you make investments to grow your business or manage your personal affairs is often determined by what the tax consequences are.

RBZ provides tax planning, return preparation and consulting services to individuals and businesses in each of the niches we serve: Family Wealth, Law Firms, Middle-Market, Nonprofits and Real Estate. Our people who serve clients in each of these niches are seasoned professionals who stay in the forefront of emerging tax issues and who continually work to develop unique solutions to these problems so you can remain focused on your long-term business or financial goals.

Our tax professionals work to minimize your tax liabilities today and in the future, so you can preserve as much of your wealth as possible – wealth you have spent a lifetime to build.

Our tax expertise has the depth and breadth to help you successfully navigate through the maze of tax laws, regulations and issues in the areas of federal, state, local and international taxation. A partial summary of our tax services is listed to the right.

• Individual tax return preparation
• Wealth transfer planning
• Charitable gift planning
• Estate and trust planning
• Multi-generation planning
• Tax-free exchanges
• Cost segregation
• Optimizing tax credits
• Exemption protection for nonprofits
• Entity selection
• Multi-state taxation
• Sales and use tax
• International taxation
• IRS/State audit representation