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Tax

Precision in the details.

Tax has become increasingly complex, and increasingly impersonal. Our firms combine advanced technology for accuracy and reporting with human expertise and trusted relationships to help clients navigate complexity, optimize outcomes, and plan for what’s next.

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Expertise at scale

2000+ professionals supporting thousands of clients with tax services that balance technical precision, modern technology, and relationship-driven guidance.

47

Firms

2k+

Employees

39

States

3

Countries

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Built for Complexity. Grounded in Relationships.

Current leverages advanced tools and automation to ensure precision, consistency, and efficiency, giving clients confidence in even the most complex tax environments.

While technology powers reporting, our professionals provide the judgment, strategy, and context needed to help clients make smarter financial decisions.

From international tax to industry-specific requirements, our firms bring expertise across a wide range of tax disciplines, tailored to the realities our clients face.

Current firms build lasting relationships with our clients, supporting not just annual filings, but long-term planning, performance, and growth.

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Our partner firms combine deep technical expertise with a relationship-first approach, delivering tax services that are precise, proactive, and aligned to each client’s broader financial goals.
AJ Santye Abacus Abitos Accuity Adeptus Assurance Dimensions Bowers Breslow Starling Cabrillo Advisors Cross Financial Cutler Larson Gross Legacy Valuation & Forensics, LLC Levy Erlanger Mellott and Mellott Northstar Financial Advisory Reid RRBB Savastano Kaufman TKR Advisors, LLC BFJ Advisors, LLC
AJ Santye Abacus Abitos Accuity Adeptus Assurance Dimensions Bowers Breslow Starling Cabrillo Advisors Cross Financial Cutler Larson Gross Legacy Valuation & Forensics, LLC Levy Erlanger Mellott and Mellott Northstar Financial Advisory Reid RRBB Savastano Kaufman TKR Advisors, LLC BFJ Advisors, LLC

Specialized Expertise Across Every Area of Tax

Our firms deliver tax services across a wide range of specialized areas, combining advanced technology for reporting and compliance with experienced professionals who understand how to translate complexity into opportunity for our clients.

Provide federal tax planning, compliance, and reporting services for businesses and individuals.

Identify qualifying research activities and document claims to maximize available R&D tax credits.

Advise on cross-border tax planning, compliance, and reporting for global operations and investments.

Manage fixed asset records, depreciation, disposals, and related tax and accounting reporting.

Sophisticated financial, legal, and structural approaches used to legally reduce tax liability, preserve wealth, and optimize long-term financial outcomes for individuals or businesses.

Help clients identify, calculate, and claim tax benefits related to qualifying energy projects.

Prepare fiduciary accounting and reporting for trusts and estates to support administration and compliance.

The process of accurately documenting, organizing, and presenting financial activity and tax obligations to support compliance, transparency, and informed business decision-making.

Provide planning, compliance, and controversy support for state and local tax matters.

Identify and secure state-level tax credits, abatements, and incentive opportunities.

Represent taxpayers in examinations, appeals, and disputes with taxing authorities.

Provide outsourced tax department support for compliance, reporting, and process management.

Deliver broad tax planning, preparation, compliance, and advisory services across entity types.

Advise on tax structuring, diligence, and modeling for mergers, acquisitions, and other transactions.

Develop and documents intercompany pricing policies to support compliance with transfer pricing rules.

Advise on structuring and compliance for New Markets Tax Credit investments and financing.

Help investors and businesses plan, structure, and report transactions involving Qualified Opportunity Zones.

Provide tax planning and compliance services tailored to high-net-worth individuals and families.

The proactive planning and structuring of real estate investments, transactions, and holdings to minimize tax exposure, maximize deductions, and support long-term wealth creation

Advise on multistate sales and use tax compliance, planning, and audit support.

Help taxpayers analyze eligibility and maximize the qualified business income deduction under Section 199A.