Tax planning is a key component for every business and an important focus for individuals as well. We are proud of the high level of service we provide, combining technical knowledge of the tax law along with business acumen and a concern for every client. It is this holistic approach that differentiates Sobel & Co. and enables us to be an important resource for our clients, providing services from state and local to national and international planning and compliance - along with specialized services in areas such as partnerships, nonprofits and estate and trust planning, to name just a few.

Tax Preparation and Compliance

State and Local Tax

  • Reverse Sales Tax Audits
  • Nexus Studies
  • State Tax Audits
  • Planning and Risk Reviews
  • Compliance
  • Credits and Incentive Programs

Specialty Tax Services

  • Mergers and Acquisitions
  • Accounting For Income Taxes
  • Low Income Housing Credits
  • Like-Kind Exchange
  • R & E Credits
  • Serving Family Offices

Wealth Management