Tax Planning, Strategy & Tax Preparation

Tax preparation is a compliance requirement for all businesses (and individuals) nationwide and internationally. While most business owners are aware of the importance of promptly filing returns, understanding how tax laws impact your business is also an essential part of running a successful business. Regardless of your business’ industry, our knowledgeable CPAs and business consultants offer a comprehensive service including tax planning and strategy that is tailored to your business type and needs. Whether your company requires just the standard tax forms or if your company is multi-state or international and requires any number of tax elections, our tax professionals have the depth of knowledge and experience to ensure that you will be in compliance with all jurisdictions and agencies.  Specific services we may provide include:

  • Tax Planning and Strategy
    • Liability management and estimation
    • Cash management and conversion
    • Deferment plans for retirement
    • Federal elections and State decoupling
    • Income allocation and apportionment
    • Support for other related projection services
  • Tax Preparation
    • Compliance reporting for all for profit and not for profit entities; Forms 5500 for pension plans and other foreign and non-traditional filings.
    • Estate and trust accounting and reporting
  • Taxpayer representation related to notices and audit or inquiry before federal, state, and local jurisdictions