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Tax Services

Work with CPAs who will help you implement tax-saving and wealth-generating tax strategies.


It’s Not Just About April 15

When you only think about taxes when your returns are due, you lose out on significant tax savings opportunities. That’s why we take a year-round approach to tax planning, focusing on minimizing tax liability and increasing cash flow.
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Tax Planning & Compliance For Businesses

We prepare federal and state income tax returns for businesses but more importantly, our tax specialists give proactive advice to help business owners minimize tax liability, mitigate risks and maximize savings opportunities.

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Tax Planning & Compliance For Individuals

Personalized tax planning and income tax preparation are essential for reducing income taxes. And if your income is tied to a business, our CPAs create a carefully integrated tax plan that considers your business and personal financial positions.

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Multi-State Tax Expertise

Our multi-state tax specialists help business owners find ways to minimize income taxes while handling a variety of complex reporting requirements.

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Form 990 For Nonprofits

A carefully prepared Form 990 is essential to your nonprofit’s success. Often scrutinized by donors and grant administrators, your Form 990 is more than just a tax form.

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R&D Tax Credits

We can help determine whether your business qualifies for the often-overlooked R&D tax credit and recommend process improvements that can help you get bigger tax benefits.


International Tax

We help businesses and families navigate international tax concerns. Through our alliance with BKR International, a global network of accounting firms, we coordinate international accounting and tax reporting requirements.

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Entity Selection Consulting

There are tax advantages and disadvantages to different entity types. Our tax specialists can advise whether your business should operate as an S corporation, C corporation, limited liability company, limited partnership or general partnership.

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Cost Segregation Studies

If you build a new facility, or purchase or renovate an existing space, you can potentially lower your tax burden with a cost segregation study. These studies help property owners and developers find opportunities to accelerate tax deductions.

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Don’t Just Take Our Word For It


“Dan helps us see where we stand at year end and advises us on what we need to do to plan for the next year. Our multi-generation business continues to grow and Dan gives us tax planning strategies to support that growth.”

Karen Beitzell, Owner
Beitzell Fence Company

“Dan doesn’t just help us with routine tax and accounting issues. He’s always there for us no matter what we need.”

Renee Cordova, Office Manager
Chander’s Plumbing & Heating Co.

“Gross Mendelsohn has taken a keen interest in our business and has provided us with strategic business advice as we continue to refine and evolve our business model.”

Hilton Gluck, President
Dynamic Design Enterprises

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