Optimizing the Complexities of Taxation

Our Tax Advisory team works closely with individuals and business owners to assist in structuring, complying, and optimizing the complexities of taxation. It is our job to understand you and your goals and then develop the tax strategy to help you achieve those goals. Through a collaborative relationship with our clients and a keen understanding of the ever-changing tax law, we create the most tax efficient strategy that works for you.


Business Tax and Planning

At Causey, our team of tax and planning professionals understands the complexities of a constantly changing tax world. We leverage our decades of experience and work with you to adapt your business to operate in a tax efficient manner and maximize your after-tax cash flow. From entity selection and filing compliance, to tax minimization and exit strategies, we are here to guide you every step of the way.

Mergers and Acquisitions

When contemplating business transactions, it is imperative to have a trusted advisor who can see the big picture and understands the intricacies of all the in-between steps to arrive at a successful outcome. We guide you through mergers and acquisitions with an eye toward maximizing tax benefits inside the transaction and work with you all the way through to the continuing operations of the business. Our approach is to gain an intimate understanding of your business model which enables us to work with you and your legal team to optimize the return on your investment.

Individual Taxes

You are the greatest steward of your own money, so our approach is to gain an understanding   of your personal and financial goals, then create tailored tax strategies to help you achieve your desired results. We assist in preparing and analyzing various tax scenarios before a financial decision needs to be made, thus helping avoid pitfalls and tax traps. Ultimately, we guide you in finding the right solutions to meet your unique needs.

Estate and Gift Taxes

After gaining an understanding of your goals and desires for wealth succession, our tax experts work closely with you and your other trusted advisors to assist in devising strategies that will allow you to stay ahead of the ever-evolving area of estate and gift taxation. From advanced gifting strategies to estate tax filings and compliance, we are advocates for you and your families’ wealth preservation and charitable giving decisions.




Brokers and Dealers of Securities

Computer Software, Hardware and e-business

Health Service Organizations

Investment Partnerships


Membership Organizations

Not-for-Profit Organizations

Oil and Gas, and Mining

Professional Services

Real Estate


Retirement and Employee Benefit Plans

Wholesale and Retail Distribution