CAPABILITIES

Tax Consulting & Compliance

Your long-term sustainability in today’s world depends on quality, costs, commitment, and equally as important: compliance.

We take a comprehensive approach to monitoring and understanding how the constantly changing federal, state and local tax laws, regulations, pronouncements, and various court decisions will affect you and your business. We apply that insight to help organizations of all types design a tax planning strategy that will eliminate unexpected surprises along the way. By maintaining frequent contact with our clients throughout the year, we offer proactive advice and help properly structure transactions. Our objective is straightforward: to allow you to minimize and control your tax liabilities and ensure your good standing. 

What we do

  • Federal, state, and local income tax planning and compliance
  • Estate, gift, and trust income tax planning and compliance
  • Family wealth transfer planning
  • Charitable giving and philanthropy planning and administration
  • Non-profit organizations tax compliance and planning, including unrelated business income tax planning and compliance
  • Merger and acquisition assistance
  • ESOP conversion planning
  • Business entity selection consulting
  • Business succession planning
  • Representation before the Internal Revenue Service and state tax authorities
  • Cost segregation studies
  • Research and development tax credit studies
  • Multi-state tax planning and compliance
David-H.-Lichtenstein

David H. Lichtenstein

CPA, MST, Partner

David is a partner within the firm’s Tax Consulting & Compliance Group. His core services include Tax Consulting & Compliance and Business Strategy. Dave specializes in manufacturing, distribution, retail, high-net worth individuals, construction, and real estate industries.
David A. Gobeille, Partner
Tax Consulting & Compliance Expert
  • Over 30 years of tax and consulting experience
  • Provides tax planning advice to family owned and closely held businesses
  • He has been instrumental in planning for and assessing the tax ramifications of major business transactions
Email | LinkedIn | Direct: 401-752-0577
Frederick K. Uttley
Tax Consulting & Compliance Expert
  • Over 30 years of experience
  • Expert in structuring transactions, federal and state laws, and compliance
  • Has advised emerging and closely-held businesses with revenues in excess of $100M
Email | Direct: 401-752-0591
Susan B. Windle, Partner
Tax Consulting & Compliance Expert
  • Over 30 years of experience advising entrepreneurs and business owners
  • Advises healthcare, professional services, and closely-held business clients
  • Has extensive experience with negotiating bank financing arrangements, buying and selling businesses, and executing succession plans
Email | LinkedIn | Direct: 401-752-0561
Anne M. Pisaturo, Partner
Tax Consulting & Compliance Expert
  • Over 30 years of experience
  • Advises clients across numerous industries including manufacturing & distribution, construction and related services, and professional services
  • In-depth understanding of complicated accounting standards & tax laws, in addition to strategic income tax, estate tax planning, growth strategies, and formulating tax effective alternatives for structuring transactions
Email | LinkedIn | Direct: 401-752-0576
Michael J. Raftery, Partner
Tax Consulting & Compliance Expert
  • Tax Consulting & Compliance, Business Strategy
  • CPA Certified public accountant
  • Specializing in construction, real estate, high-net worth individuals, manufacturing, distribution, nonprofits, and retail industries
James R. Walsh, Senior Manager
Tax Consulting & Compliance Expert
  • Tax Consulting & Compliance expert
  • CPA Certified Public Accountant
  • Specializes in Professional Services, Construction, Real Estate, Manufacturing, Distribution, Retail, high-net worth individuals, & Nonprofit industries
Kathleen J. Craddock, Tax Manager
Tax Consulting & Compliance Expert
  • Tax Consulting & Compliance, Audit & Accounting
  • CPA Certified Public Accountant
  • Specializes in small businesses
Luis Kelly
Luis D. Kelly, Tax Manager
Tax Consulting & Compliance Expert
  • Tax Consulting & Compliance
  • CPA Certified Public Accountant, RI & MA
  • Specializes in Partnerships, Private Equity, and Professional Services
Michelle Bertrand
Michelle A. Bertrand, Tax Manager
Tax Consulting & Compliance Expert
  • Tax Consulting & Compliance
  • CPA Certified Public Accountant, RI
  • Specializes in Small Businesses, Professional Services, and Real Estate
Devon Klinka
Devon M. Klinka, Tax Manager
Tax Consulting & Compliance Expert
  • Tax Consulting & Compliance
  • CPA – Certified Public Accountant, RI
  • Specializes in Construction, Real Estate, Manufacturing, Distribution, and Retail industries

Bold ideas, expert analysis, and impacts-driven advice on tax consulting and compliance issues.

45+

Years in Business

Locally owned, controlled, and managed. Since day one.

MORE WAYS WE CAN HELP YOU DEFINE THE FUTURE

Audit & Accounting

Results-driven ideas focusing on strategic and operational issues, in addition to strengthening internal controls to protect assets

Business Strategy

In-depth expertise aligning vision and resources to help you compete, tap into opportunities, and maximize profit — now and into the future

Business Valuation

A holistic, integrated, and calculated approach to handle stockholder disputes, estate planning, marital dissolutions, in addition to mergers and acquisitions

Employee Benefit Plan Audits

Rigorous analysis ensuring that employers meet reporting requirements, have viable internal controls in place, and are informed of any new financial reporting changes

Forensic Services

A wide array of tools and methods to uncover fraud, reduce risk, and safeguard against any activity jeopardizing your operation
Industries

No matter your area of work, chances are good that we'll be ready for the challenge

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Our Story

Rooted in tradition & locally owned, controlled, and managed — since 1975

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