Tax strategies that move you closer to your financial goals

Grassi’s Tax advisors are committed to providing advice and strategies to 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 and 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 minimize your federal, international, state and local tax obligations.

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.