Tax Planning & Consulting

Understanding tax consequences of business structures and transactions is a crucial component of an effective business strategy. Desroches Partners offers integrated consulting and planning for businesses and their shareholders regarding all phases of enhancement and management strategies, structuring entities, mergers and acquisitions, managing state, local and federal tax exposure, as well as minimizing multiple taxation on international earnings and cross border transactions.

Estate & Succession Planning

Although estate and succession planning is not always the most comfortable topic to talk about, in most cases the conversation can’t start soon enough. A sophisticated, well designed estate or succession plan minimizes the tax burden on your heirs and beneficiaries, helps preserve family assets for multiple generations, and ensures that assets are managed in a way that meets your objectives. Desroches Partners focuses on comprehensive wealth transfer and estate tax reduction strategies, as well as business succession planning, tailored to each individual client.

Tax Compliance

In addition to tax planning and consulting, our tax compliance services provide efficiency and access to our professional staff. We offer a multitude of federal and multi-state income tax services, sales and use tax preparation, as well as U.S. tax compliance regarding international businesses, individuals, and transactions. Desroches Partners also possesses the capability to represent you in IRS and state tax audits.

Audit Services

Desroches Partners LLP provides audit, review and compilation services to privately held companies, to meet the reporting requirements imposed by lenders, sureties, outside investors, and other governmental and regulatory agencies. Our audit approach is tailored to gain an understanding of each client’s business and the industry in which it operates. This understanding allows us to structure each engagement team in a manner to meet the needs of each client and the end users of their financial information.

Our approach allows us to properly plan and perform each engagement with minimal interruption to the day-to-day business, while accelerating the overall reporting process. We partner with our clients to strengthen internal controls, increase profitability and productivity, and provide strategic business advice to help make informed business decisions.

Family Office Services

Desroches Partners provides independent customized family office services with a wide range of interdisciplinary advice to help coordinate and implement your family’s strategic plan. Our approach centers around integrated tax consultation and compliance, planning opportunities, and valuable insight based on your family‘s unique needs.

Sightline Consulting

This partner company works with the individuals in your organization to develop a culture of success. Sightline provides services ranging from team dynamics and productivity plans to establishing a company mission, vision and values.
Learn about Sightline Consulting