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Federal Tax

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Tax

Federal Tax

elliott davis

Nurture your strategic growth.

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Navigating the complex federal tax landscape demands the assistance of an experienced, trusted advisor. We go beyond just ensuring that your compliance needs are met. Our services also include everything from tax planning to help you increase wealth, to assisting with applying for tax credits, to supporting you as you set up an international corporation – and so much more.

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solution overviews

Business Tax

Understanding and applying rules set by tax authorities.

Elections and Tax Positions

Offering options for your specific tax situation.

Examination Representation

Standing on your behalf in the event of a tax audit.

Exempt Organization Tax

Providing compliance for specified purpose entities.

Financial Statement Presentation of Income Tax Liabilities

Presenting taxable income in a clear and understandable manner.

Individual, Estate, Gift and Trust Tax

Providing highly complex personal tax services.

Tax Accounting Methods

Determining the most favorable reporting for your organization.

THE TEAM

meet our

specialists

Bergin Fisniku

Principal

Nick Stuart

Principal

Travis Bogan

Managing Director

Lucy Gates

Shareholder

Rebecca Leshman Payne

Shareholder

Jerry D. Lewis II

Managing Director

Brittany Owen

Shareholder

Janice Ratica

Managing Director

Caroline C. Van Hook

Shareholder

Nick Crandall

Managing Director

Jacob Pensler

Shareholder

Thomas Self

Shareholder

Bobbi Jo Lazarus

Shareholder

Featured Insight

2023 Year End Update

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August 17, 2026
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Trends in charitable giving: Tax advantages of partnership interest donations

Learn the tax advantages, risks, valuation rules, and estate planning benefits of charitable partnership interest donations.

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July 17, 2026
Six macroeconomic forces influencing alternative investments in 2026Six macroeconomic forces influencing alternative investments in 2026

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Explore macroeconomic forces shaping alternative investments in 2026, including interest rates, inflation, AI investment, liquidity, and global fragmentation.

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June 18, 2026
Your first year-end after selling to an ESOP: Accounting, audit, and tax considerationsYour first year-end after selling to an ESOP: Accounting, audit, and tax considerations

Your first year-end after selling to an ESOP: Accounting, audit, and tax considerations

Learn how to properly approach the first year-end after an ESOP transaction with key accounting, audit, and tax considerations to improve reporting, manage risk, and support employee ownership success.

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June 11, 2026
Unlocking 1202 QSBS value across the private equity portfolioUnlocking 1202 QSBS value across the private equity portfolio

Unlocking 1202 QSBS value across the private equity portfolio

Discover how to leverage the Section 1202 QSBS gain exclusion across your private equity portfolio.

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April 15, 2026
IEEPA tariff refunds: What importers should do nowIEEPA tariff refunds: What importers should do now

IEEPA tariff refunds: What importers should do now

Learn what’s next after the Supreme Court ruled against tariffs imposed under the IEEPA and how to best position your company for a refund.

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March 10, 2026

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