Tax Planning for every stage of life and business

Grassi’s tax planning and compliance solutions are customized to meet your short- and long-term financial goals. Our tax professionals draw from decades of experience and up-to-the-minute knowledge of changing tax law to execute strategies that minimize tax liability and maximize financial outcomes.

Your Grassi advisor will continually monitor and modify your tax savings plan to ensure you receive maximum tax benefits at every stage of life and business. Our tax professionals are highly skilled in corporate and individual taxation, entity and transaction structuring, estate and gift planning strategies, tax credits and incentives, tax return preparation, state and local tax, international taxation and tax-efficient accounting methods.

Don’t settle for a one-size-fits-all approach to tax planning. Grassi has the resources and strategies you need to plan confidently, stay compliant, and keep more money in your business and estate.