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Services

Individual

Tax

We’re committed to relieving the tax burdens of businesses, individuals, and families. With a careful assessment of your situation, our tax professionals develop a uniquely customized strategy for your tax planning needs with the objective of minimizing your tax liability.

What We Offer

Engage us for our individual tax planning and compliance services.

We dive deep to understand your unique tax situation, and customize proactive, successful strategies and solutions.

Estate and Gift Tax

We assist with counseling clients that have complicated family situations, including charitable planning; along with preparing and filing estate and gift tax returns. Our estate tax consultants help with your asset protection and provide continuity for the surviving spouse and future generations with a deep knowledge of generation skipping tax, probate issues, compliance issues for estates and trusts, gift reporting, and related specialized areas involved in wills and estate planning. We assist with:

  • Qualified personal residence trusts 
  • Family limited partnerships 
  • Irrevocable life insurance trusts
  • Best utilization of unified credit equivalency
  • Generation skipping trusts
  • Intentionally defective grantor trusts
  • Intra-family sales, transfers and loans
  • Grantor retained annuity trusts and unitrusts
  • Maximizing benefit of gifting
  • Advanced charitable planning - Remainder and lead trusts 
  • Private foundations
  • Special needs planning

High Net Worth

We serve closely held businesses, public and private company executives, high net worth families, high-income professionals, plus athletes and entertainers. Our high net worth practice includes:

  • Periodic tax planning meetings to help avoid unforeseen tax liabilities
  • Coordination with other financial advisors
  • Federal, state, and local tax compliance
  • General ledger and financial statements
  • Cash flow budgeting and planning
  • Life and casualty insurance review
  • Domestic employment matters
  • Retirement planning
  • Estate planning and wealth transfer
  • Lifetime gift and charitable planning
  • Family governance

Succession Planning

We help you successfully transfer your business interests to a new owner. We provide an in-depth analysis of your business and its needs, taking into consideration business valuation, business restructuring, tax consequences, and retirement and tax projections. We also project future ownership alternatives, which we integrate into a coherent plan for long-term success.

 

OUR PROFESSIONALS

MATTHEW MUNN

Principal, UHY Advisors
Sterling Heights, Michigan

MATTHEW MUNN

Principal, UHY Advisors

LAUREN OUIMET

Principal, UHY Advisors Inc.
Saratoga Springs, New York

LAUREN OUIMET

Principal, UHY Advisors Inc.

MEHMET UGUR

Principal, UHY Advisors, Inc.
Houston, Texas

MEHMET UGUR

Principal, UHY Advisors, Inc.

JONATHAN BECKER

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

JONATHAN BECKER

Partner, UHY LLP
Managing Director, UHY Advisors

DENNIS PETRI

Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan

DENNIS PETRI

Partner, UHY LLP
Managing Director, UHY Advisors

DAVID HOUSTON

Principal, UHY Advisors
Columbia, Maryland

DAVID HOUSTON

Principal, UHY Advisors

STEPHEN SLATER

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

STEPHEN SLATER

Partner, UHY LLP
Managing Director, UHY Advisors

VENUS WU

Principal, UHY LLP
New York, New York

VENUS WU

Principal, UHY LLP

GORDON FOLLMER

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

GORDON FOLLMER

Partner, UHY LLP
Managing Director, UHY Advisors

DENISE PISCIOTTA

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

DENISE PISCIOTTA

Partner, UHY LLP
Managing Director, UHY Advisors

HAROLD MOHN JR.

Mid Atlantic Regional Managing Director, UHY Advisors
Columbia, Maryland

HAROLD MOHN JR.

Mid Atlantic Regional Managing Director, UHY Advisors

MICHAEL ZMOROD

Principal, UHY Advisors
New York City, New York

MICHAEL ZMOROD

Principal, UHY Advisors

AMY BLOOM

Principal, UHY Advisors
New York, New York

AMY BLOOM

Principal, UHY Advisors

KEITH MOORE

Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, Michigan

KEITH MOORE

Partner, UHY LLP
Managing Director, UHY Advisors

BRENT JONES

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

BRENT JONES

Partner, UHY LLP
Managing Director, UHY Advisors

DONNA FRYE

Director of Transfer Pricing, UHY Advisors
Detroit, MI

DONNA FRYE

Director of Transfer Pricing, UHY Advisors

ERIC HANANEL

Principal, UHY Advisors
New York, New York

ERIC HANANEL

Principal, UHY Advisors

MARC ROSEN

Principal, UHY Advisors
St. Louis, Missouri

MARC ROSEN

Principal, UHY Advisors

STEPHEN F. WOLF

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

STEPHEN F. WOLF

Partner, UHY LLP
Managing Director, UHY Advisors

MARC RUBIN

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

MARC RUBIN

Partner, UHY LLP
Managing Director, UHY Advisors

TODD TIGGES

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

TODD TIGGES

Partner, UHY LLP
Managing Director, UHY Advisors

PAMELA MAY

Partner, UHY LLP
Managing Director, UHY Advisors
Sterling Heights, MI

PAMELA MAY

Partner, UHY LLP
Managing Director, UHY Advisors

LARRY JOURDEN

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

LARRY JOURDEN

Partner, UHY LLP
Managing Director, UHY Advisors

RICHARD KOSKEY

Principal, UHY Advisors
Hudson, New York

RICHARD KOSKEY

Principal, UHY Advisors

WILLIAM KINGSLEY

Partner, UHY LLP
Managing Director, UHY Advisors
Detroit, Michigan

WILLIAM KINGSLEY

Partner, UHY LLP
Managing Director, UHY Advisors

SCOTT VENTLINE

Principal, UHY LLP
Detroit, Michigan

SCOTT VENTLINE

Principal, UHY LLP

PATRICK STARK

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

PATRICK STARK

Partner, UHY LLP
Managing Director, UHY Advisors

SHELLEY ROMANO

Principal, UHY Advisors
Columbia, Maryland

SHELLEY ROMANO

Principal, UHY Advisors

JEAN HOWE LOSSI

Principal, UHY Advisors
Hudson, New York

JEAN HOWE LOSSI

Principal, UHY Advisors

SUZANNE MULDOON

Principal, UHY Advisors
Hudson, New York

SUZANNE MULDOON

Principal, UHY Advisors

ADDITIONAL CAPABILITIES

Audit & Assurance

Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.

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Consulting

Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.

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Advisory

Our specialty-trained team of advisors work with clients to ensure success in various business needs, including Transaction Services, Corporate Finance, Client Accounting Advisory Services, and International Business Services. We work with you every step of the day to ensure your company is receiving and utilizing to best information and tools to achieve success.

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©2021 UHY LLP. ALL RIGHTS RESERVED.

UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc., and its subsidiary entities. UHY Advisors, Inc.’s subsidiaries, including UHY Consulting, Inc., provide tax and business consulting services through wholly owned subsidiary entities that operate under the name of “UHY Advisors” and “UHY Consulting”. UHY Advisors, Inc., and its subsidiary entities are not licensed CPA firms. UHY LLP, UHY Advisors, Inc. and UHY Consulting are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. “UHY” is the brand name for the UHY international network. Any services described herein are provided by UHY LLP, UHY Advisors and/or UHY Consulting (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.