Who we are

We're former Big 4 CPA and commercial real estate brokerage firm partners, Managers and staff. We help Fortune 1000 companies secure state and local grants, and reduce and recover federal, state and local taxes. Our focus areas include:

  • Federal Interest Recovery
  • State and Local Tax Incentive Services
  • Research and development Credit
  • State Income Tax¬∑ Sales/Use Taxes
  • Employment tax representation and recovery
  • Property Taxes & Unclaimed Property
  • Cash Grants
  • Location Analysis
Lorman Distinguished Faculty Member


  • It is a privilege to be selected and trusted to serve our clients;
  • Always act with integrity and honesty in all our relationships including colleagues, clients and government professionals.
  • Take personal responsibility for identifying and delivering results to clients.
  • Provide a high level of personal attention to every client;
  • Provide intellectually stimulating, rewarding career opportunities in a positive environment for talented an highly motivated tax professionals.