CPA Services
Constantly changing rules require a CPA who knows you, your business and the tax implications.
Our CPA team meets your needs while helping you manage tax risk, control costs while reaping maximum benefit for your business.
Employing professional tax planning services by an effective certified public accountant is an essential element of any integrated wealth management strategy for businesses. Our CPA team offers forward-looking consulting and compliance services to help you build your net worth and manage your obligations.
Contact our CPA team today for your free consultation!
What We Do
Planning and preparation services:
- Compliance and preparation services
- Strategic tax planning services
- Trusts, partnerships and estates
- Research and development tax credits
- State and local taxes
Meet Our Professionals
Mark Birge is a highly skilled Certified Public Accountant who specializes in providing strategic tax and personal financial planning services to high-net-worth individuals, business owners, and public company executives. He is also an expert in estate, gift, succession planning, and family office consulting and structure. At our Private Wealth Tax group, Mark helps clients achieve... Read more Mark Birge, CPA, JD, PFS
Mark's EXPERTISE
- Strategic tax and personal financial planning services
- Estate and succession planning
- Family office structure and consulting
- Certified Public Accountant
- Developing and coordinating high-performing teams to meet client needs
- Planning for high-net individuals, business owners, and public company executives