Tax strategies that move you closer to your financial goals

Grassi’s Tax advisors are committed to providing the advice and strategies that will move you closer to your business and financial goals. Taking a holistic view of your financial situation and business plans, our tax consulting and compliance specialists customize their recommendations to meet your current and future objectives. 

With in-depth knowledge of changing tax law and IRS guidance, Grassi’s tax consultants keep you informed of changes that impact your tax liabilities, as well as new credits and incentives that can put tax dollars back in your pocket. As your business and wealth grow, your advisor will proactively modify strategies to keep your tax obligations minimized on the federal, international, state and local level.

Our tax consultants also provide guidance at critical junctures in your personal and professional life, such as retirement planning, matrimonial matters, gift and estate planning, M&A transactions, international business expansion and IRS audits.