Tax Services

Every major business decision has a tax dimension. How you structure the deal. When you recognize the income. In which state or country you build your workforce. What you leave to the next generation. Springline's tax practice helps middle market businesses turn those moments into advantages, not afterthoughts.
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Professionals reviewing tax strategies and financial information

The Best Returns Come From the Right Partner

Tax complexity hasn't gotten simpler. If anything, the pace of change — new legislation, shifting state and local rules, evolving international frameworks, rising IRS scrutiny — has raised the stakes and narrowed the margin for reactive thinking.

For middle market businesses, the cost of a passive tax posture is real. Missed credits. Undetected nexus exposure. Poorly structured transactions. Depreciation strategies left on the table. And when an acquisition, an exit, or a multi-state expansion is on the horizon, the decisions made months before the event determine the outcome far more than the ones made in the moment.

Springline's tax practice spans every dimension of the tax landscape: from federal and state compliance to international structuring, from estate and gift planning to affordable housing and historic tax credits. What makes it work isn't just breadth. It's our national platform of specialists who collaborate across disciplines so that your federal strategy informs your SALT exposure, your transaction structure aligns with your estate plan, and your credits and incentives are captured rather than left behind.

Our Tax Services

Strategic tax solutions that protect and grow your business. Deep expertise across the tax spectrum—from compliance to complex planning.

In Their Own Words

Results are one thing. Relationships are another. At Springline, we work hard to earn both. Here’s what our clients say.

The Springline team is always amazing in terms of responses, turnaround time, and professionalism while being friendly and personable — something I’ve found to be rare in an accounting firm. Tax season is a breeze with Springline in my corner!

Sandra Martini | Martini Way, LLC

Our Springline team is just that, a TEAM!! We are extremely happy with the communication throughout every project we have with Springline, the thoroughness and completeness of the team’s work is unmatched, resulting in an amazing final product to us the customer!

Tyler Miller | Legacy View Investments

Our Springline team has been very responsive to our expanding needs. They can do simple just fine, but then they kicked into higher gear to take care of our changing more complex financial needs and tax concerns. They brought in a special expert to take care of our new financial demands and create a plan on how to handle them from a tax perspective.

Nancy Branyas |

The Springline team is exemplary. Communication is prompt and thorough. They are extremely knowledgeable and efficient. I’m confident that they can provide a good solution for anything I present. I know they are busy and at the same time they make me feel like I’m their only client.

Scot Sparks | 1900 Baltimore LLC

We chose to work with Springline based on our work together on our personal taxes for which they have always gone the extra mile to make sure we’re taken care of. The team is made of true professionals, while still being approachable. They really get to know you. This isn’t always the case with accounting firms in my experience. It has been a pleasure to work with them.

Katherine Lawson | Inspired by Alchemy

The Springline team has been fabulous to work with. They are extremely knowledgeable, proactive, and unbelievably attentive to all questions and concerns.

Brian Bischoff | Linkmeyer Development II, LLC

What I like best about working with Springline is their family-friendly approach. They instantly make you feel important as a client and not like a number.

Lindsey Miller | Legacy Contracting Group, LLC

    Meet the People Behind the Work

    Headshot of David Baumgart

    David Baumgart

    Partner

    Redmond

    Headshot of Anat Borodyansky

    Anat Borodyansky

    Partner

    Dallas

    Headshot of Tony Chang

    Tony Chang

    Partner

    Redmond

    Headshot of Ed Clark

    Ed Clark

    Partner

    Redmond

    Headshot of Linda Freeman

    Linda Freeman

    Partner

    Kansas City

    Headshot of Mario DiLuigi

    Mario DiLuigi

    Partner

    Rochester

    Headshot of Vicki Kleehammer

    Vicki Kleehammer

    Partner

    Rochester

    Headshot of Brent Holman

    Brent Holman

    Partner

    Indianapolis

    Headshot of Mather Richard

    Rich Mather

    Partner

    Rochester

    Headshot of David Ralph

    David Ralph

    Manager

    Fort Lauderdale

    Headshot of Andrew Terry

    Andrew Terry

    Partner

    Indianapolis

    Headshot of Jennifer Kiblin

    Jennifer Kiblin

    Partner

    Rochester

    Headshot of Brandi Miller

    Brandi Miller

    Director

    Rochester

    Headshot of Kyle Simmerman

    Kyle Simmerman

    Partner

    Indianapolis

    Headshot of Richard Smith

    Richard Smith

    Partner

    Indianapolis

    Headshot of Vince Tomei

    Vince Tomei

    Partner

    Rochester

    Headshot of Jason Twomey

    Jason Twomey

    Partner

    Indianapolis

    Headshot of Kari Wolff

    Kari Wolff

    Partner

    Kansas City

    Tax Services overview

    Credit Where Credit Is Due

    At Springline, tax strategy starts before the question becomes complicated. Our experienced advisors know the codes, know your business, and know how to keep more of what you've earned working for you.
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