Corporate & Individual Tax Planning
Since 1978, proactive planning has been a hallmark of Dannible & McKee. It is the key to delivering confidence that our clients rely on to make sound financial decisions.
With our deep knowledge of federal tax law, regulatory and legislative pronouncements and tax court rulings, we are uniquely positioned to advise on ways to minimize tax obligations and maximize benefits in full compliance with the law. Through technology, we stay up to the minute on tax law changes and know how they affect our clients and their business. We take a proactive approach by laying out a plan in advance to provide clients with all the information needed to make timely business decisions.
Our tax advisory teams are partner-led and include specialists who have a comprehensive understanding of international, federal, state and local tax regulations. These tax specialists have extensive, hands-on business advisory experience across diverse industries and sectors, and for businesses of all sizes. With every engagement we assemble a dedicated team of industry-specific experts who work closely with you to develop a full understanding of the intricacies of your business. Together this enables us to capitalize on the tax planning opportunities available to you.
Our specialized tax planning services include:
- Income Tax Planning
- Federal and State Credit and Incentive Programs
- Compensation Planning
- Multistate Taxation and Nexus Planning
- Pension and Profit-Sharing Planning
- Trust and Estate Planning
- Ownership Transition
- Business Valuations
- Choice of Entity
Partners
![Deborah E. Finch, CPA/ABV, CVA, CDA, is a partner with Dannible & McKee, LLP, a principal with the consulting firm Dannible/McKee and Associates, Ltd.](https://www-dmcpas-com.b-cdn.net/core/uploads/2018/05/Finch_Deb_web-1.jpg)
![Shannon T. Forkin, CPA, CGMA, is a tax partner with over 15 years of experience in all areas of income taxation to a variety of clients.](https://www-dmcpas-com.b-cdn.net/core/uploads/2018/05/Forkin_Shannon.jpg)
![Alice M. Hoatland, CPA, is a partner at our firm.](https://www-dmcpas-com.b-cdn.net/core/uploads/2023/01/Hoatland_Alice_web.jpg)
![Shawn T. Layo, CPA is a tax manager with experience in taxation and planning for individuals and closely-held companies.](https://www-dmcpas-com.b-cdn.net/core/uploads/2019/07/Layo_Shawn_website-1-500x500.jpg)
![Samuel M. Lyon, CPA, is a senior tax manager with experience in taxation and planning for individuals and closely-held companies.](https://www-dmcpas-com.b-cdn.net/core/uploads/2020/08/Lyon_Sam_web.jpg)
![John F. Martin, CPA/PFS, CFP, is a tax partner providing tax compliance and consulting services to a variety of clients.](https://www-dmcpas-com.b-cdn.net/core/uploads/2018/05/Martin_John_website-1.jpg)
![Mickel Pompeii, CPA, CDA, is a partner in the firm's tax department with experience in taxation and planning.](https://www-dmcpas-com.b-cdn.net/core/uploads/2018/05/Pompeii_Mickel_web-1-500x500.jpg)
![Brian J. Potter, CPA, CDA, is a tax partner with the firm.](https://www-dmcpas-com.b-cdn.net/core/uploads/2018/05/Potter_Brian_web-1.jpg)
![Michael J. Reilly, CPA/ABV, CVA, CFF, CDA, is a tax consulting partner for the firm with experience in all areas of income and estate taxation.](https://www-dmcpas-com.b-cdn.net/core/uploads/2018/05/Reilly_Mike.jpg)
![Nicholas L. Shires, CPA, is the partner in charge of tax services with more than 17 years of experience providing tax and consulting services to a wide range of clients.](https://www-dmcpas-com.b-cdn.net/core/uploads/2018/05/Shires_Nick.jpg)
Managers
![Anthony J. Cerchia, CPA, is a tax manager with the firm.](https://www-dmcpas-com.b-cdn.net/core/uploads/2022/07/Cerchia_Anthony_website-1.jpg)
![Sean R. Conners, CPA, is a tax manager who has five years of experience in individual and corporate taxation and tax planning.](https://www-dmcpas-com.b-cdn.net/core/uploads/2022/07/Conners_Sean_web-1-500x500.jpg)
![Defocused corporate office conference room and corridor with glass walls background.](https://www-dmcpas-com.b-cdn.net/core/uploads/2024/07/Jasewicz_Josh_web-500x500.jpg)
![Kaitlyn L. Mariano, CPA, is a senior tax manager with the firm. Kaitlyn has over 10 years of experience in taxation and tax planning.](https://www-dmcpas-com.b-cdn.net/core/uploads/2022/07/Mariano_Kaitlyn_web-1.jpg)
![Anthony Pokrentowski, CPA, is a tax manager with the firm.](https://www-dmcpas-com.b-cdn.net/core/uploads/2022/07/Pokrentowski_Anthony_web-1.jpg)
![Abby K. Sweers, CPA, is a tax manager with the firm](https://www-dmcpas-com.b-cdn.net/core/uploads/2022/07/Sweers_Abby_web-1.jpg)