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Tax Preparation & Planning

Every major decision that you make, and even some minor ones, have implications. Particularly in a complex tax environment. By asking the right questions, understanding our clients, and utilizing solid tax strategies, we gather the information needed to prepare tax returns and identify and implement valuable tax-saving opportunities.


Colleagues Going Over Plans

Our approach is as unique as each client’s situation. Business, nonprofit, and individual clients rely on our tax professionals to expertly prepare federal, state, and local tax returns.  Revonary's tax planning services keep clients compliant while identifying ways to minimize tax liabilities. 



For a variety of reasons, your return may be called into question by a taxing authority. Rest assured that we have years of experience in working to resolve any questions or concerns that are brought forth by various tax agencies.


While nobody anticipates having to confront these types of conversations, Revonary works to ensure our clients are being properly and fairly represented. Our professionals come prepared having done our due diligence, following the rule of law, and ensuring our clients are compliant. We stand behind our work and are prepared to represent clients in federal, state, and local tax examinations, if need be, to obtain the best outcome for our clients.


Family at a Beach

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, providing security for your surviving heirs and reducing tax obligations. Revonary works with attorneys and financial advisors to prepare, develop, and execute comprehensive plans that help clients achieve their financial objectives as they intended.


With business owners, we understand that it takes time and effort to build a business and retirement income program. We help make sure you can enjoy the results of your hard work supporting your pursuit of business continuity and succession of ownership, guiding you through the complex process of getting your financial affairs in order, and planning for a smooth transition and future financial security.


International Flags

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation. Companies operating internationally face a potential minefield of tax exposures. Revonary’s international tax professionals have extensive experience with cross-border transactions. We help our clients through the international tax maze and bring the largest possible portion of their profits to the bottom line.

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