CAPABILITIES
Tax Consulting & 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
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Federal, state, and local income tax planning and compliance
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Estate, gift, and trust income tax planning and compliance
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Family wealth transfer planning
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Charitable giving and philanthropy planning and administration
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Non-profit organizations tax compliance and planning, including unrelated business income tax planning and compliance
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Merger and acquisition assistance
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ESOP conversion planning
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Business entity selection consulting
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Business succession planning
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Representation before the Internal Revenue Service and state tax authorities
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Cost segregation studies
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Research and development tax credit studies
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Multi-state tax planning and compliance
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
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Over 30 years of tax and consulting experience
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Provides tax planning advice to family owned and closely held businesses
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He has been instrumental in planning for and assessing the tax ramifications of major business transactions
Frederick K. Uttley
Tax Consulting & Compliance Expert
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Over 30 years of experience
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Expert in structuring transactions, federal and state laws, and compliance
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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
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Over 30 years of experience advising entrepreneurs and business owners
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Advises healthcare, professional services, and closely-held business clients
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Has extensive experience with negotiating bank financing arrangements, buying and selling businesses, and executing succession plans
Anne M. Pisaturo, Partner
Tax Consulting & Compliance Expert
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Over 30 years of experience
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Advises clients across numerous industries including manufacturing & distribution, construction and related services, and professional services
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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
James R. Walsh, Senior Manager
Tax Consulting & Compliance Expert
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Tax Consulting & Compliance expert
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CPA Certified Public Accountant
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Specializes in Professional Services, Construction, Real Estate, Manufacturing, Distribution, Retail, high-net worth individuals, & Nonprofit industries
Michelle A. Bertrand, Tax Manager
Tax Consulting & Compliance Expert
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Tax Consulting & Compliance
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CPA Certified Public Accountant, RI
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Specializes in Small Businesses, Professional Services, and Real Estate
