Strategic Tax Planning
We plan early and stay in close contact so tax strategy does not get deferred until filing season.
Wealth and Tax Analysis
Wealth & Tax Planning & Preparation Services
GROCO is a full-service provider across family office, individual, corporate, estate, trust, partnership, S corporation, and tax-exempt tax matters.
Our objective is to minimize overall tax burden through proactive planning, close client contact throughout the year, and practical guidance on complex transactions and reporting.
Tax Services We Lead With
Non-Profit Organization Returns
Support for tax-exempt organizations that need accurate filing, governance awareness, and ongoing guidance.
Corporate, Partnership & Trust Returns
Preparation and review for complex entities with the planning perspective needed to reduce downstream surprises.
International Tax Resolution
Practical guidance for reporting and cross-border tax issues that require careful coordination and judgment.
Shareholder Tax Issues
Advice on ownership structures, transactions, and decisions that directly affect owners and key stakeholders.
Stock Option Planning
Planning support for option exercises, equity events, and the tax consequences that follow them.
Payroll & Sales Tax Consulting
Operational tax support for recurring obligations that can create unnecessary exposure if left unmanaged.
ESOP Structure Alternatives
Guidance on employee ownership and related structure questions when tax strategy and business goals overlap.
Alan Olsen and American Dreams
Alan Olsen gives GROCO a voice people can follow before they ever become clients.
American Dreams turns interviews into a trust-building engine for the firm. It gives Alan a steady stream of founder stories, operator lessons, and leadership conversations that reinforce the GROCO point of view in public.
