Tax Advisory & Compliance Services

Expert tax services providing planning, preparation, and representation services for various entities.

Meet the Leader

Jim Stern

Senior Director, Fund Solutions

Jim Stern

- Senior Director, Fund Solutions
Jim Stern founded the firm in 1988.  Jim specializes in tax planning and compliance for individuals and wealthy families as well as partnerships, corporations and not-for-profits. Jim uses his tax experience and expertise to help clients minimize their tax burden and plan for the future while complying with the latest tax laws and regulations. Prior to starting […]
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A comprehensive approach to tax services, delivering unmatched expertise and knowledge.

Our Approach

We take a comprehensive approach to tax services, providing expertise and knowledge to individuals and businesses throughout the year. Our team offers the services and guidance needed to make important tax decisions. Our experienced team ensures that clients are properly represented in audits and other interactions with tax agencies, providing peace of mind and effective solutions.




Our experienced professionals ensure proper representation during audits and interactions with tax agencies, delivering effective solutions and instilling peace of mind for our clients.




Our streamlined process ensures essential services, guidance for critical tax decisions, proper representation in audits and interactions with tax agencies, and effective solutions.




Through technology-driven solutions, our team provides essential services, guidance for important tax decisions, proper representation in audits and interactions with tax agencies.

Tax Advisory & Compliance Service Offerings

Individual, S/C-Corp, LLC, & Partnership Returns

Our tax services offer individuals and businesses the expertise and knowledge they deserve year-round. We specialize in tax planning and return preparation for a wide range of entities, including individuals, partnerships, gifts, "S" and "C" corporations, and limited liability companies.  Additionally, our services provide clients with the assurance that they are being effectively represented before the Internal Revenue Service (IRS) and state tax agencies. With our extensive experience and in-depth understanding of tax regulations, we have developed a high level of competence in handling audits. Our dedicated team ensures that our clients receive proper representation, helping them navigate the complexities of tax audits and resolving issues with the IRS and state taxing authorities in a professional and efficient manner.

Estate & Retirement Planning

With our comprehensive tax advisory services, we aim to provide clients with exceptional support and strategic tax planning to maximize their financial outcomes through retirement.

Trusts, Foundations, & Not-for-Profits

We specialize in tax planning and return preparation for trusts, estates, gifts, and not-for-profit organizations.  Lean on our extensive experience to guide you in making the critical decision of choosing the most suitable entity form. We understand that this decision can have significant tax implications, and we provide expert assistance in evaluating the pros and cons of each entity type. Our goal is to help you determine the most advantageous structure for your activities and goals.

Ready to benefit from our comprehensive tax services?

We purposely designed our solutions as a key element to your success.

With E78, forecasting has been about as good as it can be. It has been a real benefit to the organization. There are fewer surprises, which helps everybody up and down the reporting chain. E78 has been transformative.

Explore Our Other Services

Fund Solutions

Download: CFO Services for Private Equity Funds and their Portfolio Companies

The right people, processes, and systems that make up your fund solution are critical elements to help ensure success. Download this whitepaper to learn more.

Our Industries