Teams at Advantage Group

Provide tax planning and compliance for high-net-worth individuals, trusts, and estates. Perform technical review of tax returns, research and resolve complex tax issues, collaborate with partners, clients, and senior accountants, and use tax software (CCH, Lacerte) to support client recommendations and relationship growth.

Provide tax planning and technical review for closely held businesses; collaborate with partners, clients, and senior accountants to identify, research, and resolve complex tax issues; manage client tax projects and deadlines; communicate recommendations and foster client relationships.

Provide tax planning and technical review for closely held businesses; research complex tax issues; collaborate with partners, senior accountants, and clients; resolve tax issues, communicate recommendations, and grow client relationships.