Tax Planning for every stage of life and business

Grassi’s tax planning and compliance solutions are customized to meet your short- and long-term financial goals. Our tax professionals draw from decades of experience and up-to-the-minute knowledge of changing tax law to execute strategies that minimize your tax liability and maximize your financial outcomes.

Your tax savings plan will be continually monitored and modified by your Grassi advisor to ensure you are receiving maximum tax benefit at every stage of life and business. Our tax professionals are highly skilled in corporate and individual taxation, entity and transaction structuring, estate and gift planning strategies, tax credits and incentives, tax return preparation, state and local tax, international taxation and tax-efficient accounting methods.

Don’t settle for a one-size-fits-all approach to tax planning. Grassi has the resources and strategies you need to confidently plan, stay in compliance and keep more money in your business and estate.