Tax Planning & Compliance

AAFCPAs puts over five decades of proven tax expertise to work for you.

Tax Compliance & Tax Advisory

There is a lot at stake when it comes to tax—both in terms of compliance and opportunity. AAFCPAs’ holistic approach to tax planning and compliance helps individuals and businesses and other organizations minimize risk, reduce tax liabilities, and uncover opportunities for long-term savings. Our team of experienced CPAs combines deep technical expertise with proactive tax strategies tailored to your specific goals. We stay ahead of ever-changing tax laws and regulations to ensure you remain in compliance while optimizing your overall financial position.

Our client-centered approach means we tailor every tax strategy to align with your unique financial goals and circumstances. AAFCPAs’ integrated team of Certified Public Accountants (CPAs), tax specialists, and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals collaborates to deliver personalized, forward-thinking guidance that goes beyond basic compliance.

Business Tax

Business Tax

Our business focused approach to tax planning allows us to customize our advice to each client’s business and financial goals. We focus on preserving cash and maximizing stockholder value.
Individual, Family & Fiduciary Tax

Individual, Family & Fiduciary Tax

Comprehensive tax planning, compliance, and wealth preservation solutions for select clients.
International Tax

International Tax

Inbound & Outbound International Tax Planning & Compliance for Multi-National Businesses and Individuals.
State and Local Tax (SALT)

State and Local Tax (SALT)

State & Local Tax Nexus Analysis, Apportionment, Multistate Indirect Tax Compliance
Tax Credit Transaction Consulting

Tax Credit Transaction Consulting

AAFCPAs’ professionals are specialists in tax credit-based financing used widely in the community development industry.
Entrepreneurial Tax & Advisory

Entrepreneurial Tax & Advisory

Tax, accounting, and advisory services tailored specifically for closely-held businesses, encompassing family-owned enterprises and ambitious entrepreneurs alike
Nonprofit Tax

Nonprofit Tax

Navigating complex issues such as unrelated business income tax (UBIT), state filing requirements, related-party transactions and executive compensation disclosures.
Unrelated Business Income Tax (UBIT)

Unrelated Business Income Tax (UBIT)

Even though an organization is recognized as tax exempt, it still may be liable for tax on its unrelated business taxable income.

Meet AAFCPAs’ Tax Leadership

Richard Weiner
Richard Weiner

Richard Weiner

CPA, MST, CM&AA | Tax Partner
Erica Nadeau
Erica Nadeau

Erica Nadeau

CPA, MST | Tax Partner
Julie Sauriol
Chevalier-Julie

Julie Sauriol

CPA | Tax Partner

Contact AAFCPAs

We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to you within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>