Tax Management & Planning Advisory Services
We have the in-depth knowledge and focused experience necessary to offer tax management and planning guidance in matters such as:
- Selection of business entities: During the business formation process or in business restructuring, leaders are tasked with selecting the entity that best suits their needs. We can help you assess the tax implications of various entities and help you select the right fit for your business goals.
- Estate planning, business succession planning and trusts: When a family business is passed down to the next generation, or when significant assets must be transferred, the choices you make could have significant tax implications that affect your beneficiaries and your business. We can help you minimize tax obligations while complying with the law.
- Strategic international business decisions: In recent years, the Internal Revenue Service has placed a special emphasis on pursuing taxpayers who have allegedly failed to accurately report international money. Those who are caught avoiding United States tax payments face extensive tax penalties and other consequences. If your businesses strategy involves keeping accounts outside of the United States, consulting with a CPA is critical.
- Retirement planning: We help individuals and business leaders make strategic and tax-related decisions that impact retirement decisions for themselves and others. We can help you maximize the money available during retirement while minimizing tax obligations.
Tax Knowledge & a Tailored Approach Make Us the Right Fit for You
Our expertise, experience, analysis and thorough research allow us to help our clients pursue opportunities that can be found in existing and recently-altered tax laws. We are knowledgeable of and up to date on tax laws and can make sense of your receipts, bills and notices.
Our Certified Public Accounting (CPA) services can be tailored to fit a wide range of business needs. We have what it takes to strategically help our clients make the best tax planning decisions despite industry constraints, organizational challenges and tight timelines. We work in a way that gives you a wide overview on your business, helping you to manage, avoid risks and create more opportunities for growth.
We bring the power of the tax code to businesses in all industries. In addition to our 60-plus aggregate years of accounting and tax experience, our team consists of business owners, bank managers and warehouse managers, as well as current payroll specialists, enrolled agents and real estate agents.