Tax

Overview

The DZH Phillips’ tax team can streamline the planning, filing and reporting of your taxes, whether simple or complex, as a springboard for your long-term financial success. We can advise regarding the following tax services:

  • Business
    • Small business
    • U.S. Compliance with Foreign Subsidiaries
    • Tax Incentives and Credits
    • Mergers & Acquisitions
    • Exempt Organizations
    • Tax Accounting Methods
    • State and Local Taxes
  • Private Client
    • Private Client Services
    • Gift Planning and Compliance
    • Charitable Giving
    • Estate and Trusts
    • Family Limited Partnership Tax
    • Compliance and Planning
    • International Tax Planning
  • International
    • Foreign Tax Credit and Compliance
    • Transfer Pricing
    • Multinational Families
    • Voluntary Disclosure Programs

The members of our team are dedicated professionals who have many years of experience advising clients regarding tax issues for private businesses of various sizes, nonprofit organizations, family businesses, professional service firms, and individuals. We believe that our tax advice is the start of a long-term relationship to help you or your organization on the road to long-term success.

For more information, please contact your Tax advisor or Amy Allen at (415) 655-6217 and aallen@dzhphillips.com.