Tax Services
Amanda O’Rourke, CPA
Managing Partner
What we do
As your tax advisors we provide proactive, year-round tax planning that aligns with your business and personal financial goals.
We know that everyone’s tax situation is unique, and various careers may be associated with complicated tax implications. That’s why we take the time to understand your individual financial landscape, allowing us to provide personalized, year-round advice that fits your specific needs. We believe in building trust through careful attention to detail, proactive planning, and a genuine commitment to helping you navigate around your career milestones. Here are some unique tax situations we commonly assist our clients with:
We go beyond tax preparation to provide proactive, year-round tax planning that aligns with your business and personal financial goals. We strive to understand the broader financial health of your business and integrate tax planning into a comprehensive strategy to offer more value, helping you not only minimize tax liabilities but also optimize your overall financial well-being. In addition to tax preparation, we can partner with our CFO & Accounting Services Team (CAS) to take care of all your bookkeeping and payroll needs. Ask us more about having GO do your bookkeeping as well.
We specialize in many industries including the following:
Our dedicated group of tax professionals works together with our Accounting Services and Audit/Assurance teams to ensure your not-for-profit organization stays compliant with the guidelines of the IRS. Form 990 isn’t just a tax return —it’s your organization’s chance to tell your story and showcase the impact you’re making in the world. Let’s work together to ensure it gets told correctly. We have experience with nonprofits of all sizes and industries, but specialize in the following:
Estate and Trust
Effective trust and estate planning is about more than managing assets—it’s about ensuring your loved ones are cared for and your legacy is preserved. By guiding you through this complex process, we help secure your family’s future and protect the business and investments you’ve built with dedication and passion.
We provide the following services:
Dedicated Professionals
Years of Proven Experience
Focused Service and Team
Tax Services Team
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