Tax Compliance & Tax Consulting

Individuals face a wide array of financial questions in the quest for long-range financial security. Our tax compliance and consulting services team helps clients design a comprehensive plan to reach their financial objectives. Grassi analyzes the current status of clients’ investments, tax, insurance, retirement and estate plans. We dissect each component and make recommendations for improvement. Because the elements of a sound financial plan are interwoven, Grassi & Co.’s tax services professionals regularly monitor the plan and assist in making modifications that reflect clients’ changing needs, goals and priorities.

Grassi & Co. provides the following Tax Compliance & Tax Consulting services:

For Closely-Held Business & Owners:

• Commercial Building Tax Deductions for AEDs
• Cost Segregation Studies
• Income Tax Planning & Projections
• International Taxation
• LIFO Consulting Services
• R&D Tax Credits and Incentives
• State & Local Taxation
• State Tax Credits
• Succession Planning
• Tax Controversy
• Tax Credits & Incentives
• Tax Return Compliance
• Tax-Exempt Business
• Transaction Advisory

For High Net Worth Individuals:

• Bankruptcy & Insolvency
• Charitable and Gift-Giving Strategies
• Estate Planning
• Family Wealth Services
• Financial Administration
• Income Tax Planning & Projections
• International Taxation
• Investment Strategies
• Retirement Planning
• State & Local Taxation
• Tax Controversy
• Tax Credits & Incentives
• Tax Return Compliance
• Transaction Advisory
• Trusts & Estates

CLIENT TESTIMONIALS: Click here to see what some of our clients have to say about our tax compliance services.
UPCOMING EVENTS: Click here to see our upcoming events.