The Tax Group of Malin Bergquist helps clients keep up with ever-changing and complex tax laws to build their net worth and reduce their tax burden. We develop strategies so you can take full advantage of the law, and we use our best judgment and experience to advise you on how to best reduce your tax burden.

The firm annually prepares thousands of tax returns for individuals, all types of businesses, trusts and tax-exempt entities. Beyond our compliance services, we provide a variety of tax planning and consulting services, from estate, gifting and retirement planning to state and local tax issues, international tax advice and succession planning.

This forward-looking approach of developing advantageous tax strategies allows you to plan for the future. And because virtually every financial decision can have tax implications, careful tax planning can make a big difference in the final outcome.

For individuals, our tax advisors go beyond your 1040 return to analyze both current and projected income as well as your plans to transfer wealth. Then we recommend such smart tax tactics as timing income and deductions, obtaining tax-exempt income, using tax-advantaged investments, obtaining capital gains in lieu of ordinary income and using gifts and trusts. Our forward-looking, what-if approach can help you grow and preserve assets; defer income; and reduce taxes on your income, estate, gifts, investments and retirement distributions.