Taxes permeate virtually every planning element for the Private Client.  To better serve you, DUGGAN BERTSCH offers a full tax and compliance practice to ensure theory properly meets up with your reporting reality.

tax documents laid out

The Duggan Bertsch Approach

Understanding in advance how a legal move ultimately impacts your income tax, gift tax, or estate tax returns may help clarify what the best practical solution will be.  We pride ourselves on our strong compliance background; and although we engage in sophisticated U.S. and international tax representation, in many cases we begin our representation of a client with basic tax return preparation.  We serve as outside general counsel to numerous clients in a variety of industries and regularly represent clients in completing a full range of complex transactions.

With our team of CPAs and LLMs in Taxation, DUGGAN BERTSCH is well-suited to handle your tax needs, no matter how sophisticated they may be.

The Taxation practice of DUGGAN BERTSCH includes the following:

Individual Tax Return Preparation

Corporate/Entity Tax Return Preparation

Trust Tax Return Preparation

Private Foundation Return Preparation

Domestic Tax Planning/Structuring

State & Local Tax Planning/Structuring

International Tax Planning/Structuring

International Tax Compliance and Return Preparation

Tax Controversy – Federal, State, and Local Representation

Preparation Tax Opinions and Memoranda

Tax Litigation

Tax Collection

Tax-Efficient Investment Planning

Estate and Gift Tax Planning

Captive Insurance Planning

Want to Join Our Team?

We are always looking to add exceptional people to Team DB.