A Higher Standard for a Higher Level
Complex income streams. Large-scale business dealings. A vast real estate portfolio. Business operations in multiple states…your financial picture isn’t cut and dry. So you require more than the basics when it comes to tax planning and strategy.
Luckily, we provide more than basic tax services. Our firm has decades of experience serving businesses with lots of complexity—not to mention a deep bench of professionals ready to assist. So we have both the numbers and the expertise to handle whatever you throw at us.
Comprehensive
Our tax pros develop a coordinated plan to address federal, state, local and international tax strategy and compliance needs.
Customized
A well-designed tax plan can save you serious money, helping you reach your goals sooner and boosting your organization’s bottom line.
Consistent
Year-round support and services help keep you in compliance while minimizing business, personal and estate tax liabilities.
Listening is our most powerful skill.
Our extensive knowledge and versatility are keys to creating a tax strategy that puts more money in your pocket. But we also know that listening to you is just as important. A successful relationship with you involves meaningful conversations about your life, your business and your tax picture. Because while we know taxes, you’re the expert on your unique goals and challenges. So you can count on us for tax solutions built around what’s most important: you.
Business Tax
Business Tax
Tax decisions can mean the difference in a successful business and one that struggles financially. Get the tax insights and solutions you need to thrive.
Individual Tax
Individual Tax
Create a personalized tax strategy that avoids penalties and takes full advantage of deductions, credits and other incentives for maximum tax savings.
State and Local Tax (SALT)
State & Local
Tax (SALT)
Multi-state tax liabilities are more common than ever, and the penalties for noncompliance can be steep. Do you understand your obligations?
Estate Planning
Estate Planning
The assets you’ve built over a lifetime matter to you – and to your beneficiaries. Tax-efficient estate planning helps you conserve what you’ve worked for.
International Tax
International Tax
In a global economy, taxes can get complicated fast. We help you stay in compliance no matter where your life and your business take you.
Need more information? Check out our library of tax-related articles.
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A new IRS guideline requires a qualified appraisal for crypto donations that exceed $5,000. The move is intended to clarify the value of these donations for tax purposes. However, it…
Green Construction Pays in Higher Education Under the IRA
Universities now have more incentive to invest in energy-efficient construction and other practices thanks to the Inflation Reduction Act (IRA). Institutions could see financial benefits by leveraging incentives often used…
Beware the Five-Year Rule for Roth IRA Withdrawals
What makes Roth IRAs so appealing? Primarily, it’s the ability to withdraw money from them tax free. But to enjoy this benefit you must follow a few rules, including the…
Hiring? You may be eligible for a valuable tax credit—the WOTC!
If you need to hire, be aware of a valuable tax credit for employers hiring individuals from one or more targeted groups. The Work Opportunity Tax Credit (WOTC) is generally…
10 Red Flags for IRS Audits
While the overall IRS audit rate has been at historical lows, it’s expected to increase due passage of the Inflation Reduction Act. Provisions of the new law include $45.6 billion…
Selling your home? Don’t forget the home sale gain exclusion!
If you’re thinking about selling your home, it’s important to determine whether you qualify for the home sale gain exclusion. It’s one of the most generous tax breaks in the…
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John VanDuzer, CPA
Partner
John helps a variety of clients to achieve their long-term goals, minimize their tax burden and maximize the value of their business. As a key member of our Real Estate Services team, he has extensive knowledge and experience in the accounting and tax concerns of this industry. The Partner-in-Charge of our Ocala office, John also heads the firm’s Tax Department and leads a team of over 40 professionals in serving the firm’s business and individual tax clients.
John’s expertise spans several areas:
Real Estate Industry
Real estate development
Investments
Property management
Hotel development
Homebuilders
Business Consulting
Succession planning
Purchase and sale transactions
Estate and gift tax planning
Like-kind exchanges
Partnerships
Entity structuring
Special allocations
Tiered partnerships
Profits interests
An active speaker and writer within the community, John regularly addresses topics specific to real estate development gains and losses, tax opportunities, property manager solutions, capitalization policies, and advanced tax implications specific to real estate. He is a member of the Builders Association of North Central Florida and the local chapter of the Urban Land Institute.
