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You depend on your accountant to find as many savings opportunities as possible in the tax return preparation process. At ORBA, our tax experts go beyond the routine deductions and help businesses, high-net-worth families and individuals to develop optimum, long-term tax planning strategies that address all aspects of their financial situation.

One of our greatest benefits to clients and what sets us apart in the industry is our integration of proactive tax planning with the preparation of the income tax return. Every return is reviewed by a senior member of our tax department, and again by the director overseeing the engagement.  This process ensures that all available savings opportunities for each return have been considered in light of the specific financial needs of the client. As a result, whether working on individual, corporate, partnership, estate, trust or other returns, our professionals help you make the most of your money through knowledgeable planning and expert advice.


We offer clients a wide range of advanced tax services, including:

  • Preparation of individual/trust/business income tax returns
  • Family wealth planning
  • Tax research & planning
  • Tax structuring/transaction assistance
  • Estate & gift planning
  • State and local tax
  • International tax assistance
  • Representation with IRS and state/local taxing authorities

At the core of our tax advisory practice is our tax department. We are a cohesive group of creative researchers, planners and tax law experts. Additionally, many team members have a law degree or a master’s in taxation. Our team of professionals provides proactive tax advice and strives for maximum savings for every client. 

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