Tax Advisory Services

Tax Reduction Strategies

We deliver creative, practical solutions to reduce or defer income taxes. Our advice includes choice of entity ( i.e. Corporation, Limited Liability Company, Partnership, S Corporation, etc.) alternative accounting methods, and accounting periods. We also advise on specific transactions and alternative structures to fit your particular situation. Our frequent contact and active involvement with owners and key executives form the foundation of our approach, allowing us to develop tax strategies that fit each situation. We prepare and review the income tax returns for the owners of the businesses we serve. In today’s market, most owners understand how their individual tax returns are impacted

Tax Preparation Services

In addition to our tax reduction strategies, we provide Federal, State & Local tax preparation services for Corporations, S Corporations, Partnerships, Limited Liability Companies, Individuals, Trusts and Estates. During the course of preparing your returns we will discuss with you tax reduction strategies which are appropriate under the circumstances.

Cost segregation studies

Through cost segregation studies, we can identify, separate and reclassify qualified real and personal property into shorter depreciable tax lives. These studies often result in improved cash flow, a reduction in income tax costs and maximization of your return on investment.

Choice of Business Entity

We advise clients on the pro’s and cons of the various business entities available with regard to compensation, benefits, tax deferral, related party transactions, tax free incorporations, redemptions of interest, sale of interest, asset step-up.

  • C Corporation
  • S Corporation
  • Partnership
  • LLC
  • Consolidated Structures

Transactional & Due Diligence

Shareholders, company executives and private equity investors all have the objective of maximizing value and returns.

Mergers and acquisitions have the potential to add considerable value and boost returns for strategic buyers and provide outstanding returns to financial buyers. We assist organizations in the process of acquiring or disposing of businesses or business units. We understand each stage of the transaction process. We assist clients in ensuring that each stage is successful through our transaction experience combined with technical, accounting and tax expertise.

Our core services include:

  • Financial due diligence
  • Tax due diligence
  • Business advice on structuring
  • Financial modeling
  • Purchase price dispute assistance
  • Integration strategy and implementation
  • Sell-side advisory and consulting

Representation before IRS, State & Local Tax Agencies

We have a successful track record and strategies in representing clients who have been selected for audit by the IRS, State & Local Tax Agencies. Our services include representing you at the examination level, in the administrative appeals process, or in the United States Tax Court or U.S. District Court. We will advise on your rights as a taxpayer as well as the downfalls and benefits of extending the statute of limitations and administrative appeals with in the IRS or state and local agencies.

State & Local Tax Services

We assist clients on state and local tax issues. Our services include working with US companies as well as foreign entities operating in the United States. Our practical approach involves working with clients to identify and minimize state and local tax burdens and to provide a complete, integrated solution to your multistate tax needs.State & local tax services include:

  • Sales/use tax
  • Franchise tax
  • Gross receipts
  • Personal property tax

Estate & Gift Tax Planning

Few decisions are more complex and profound than how to establish and implement a plans to retain family wealth. We assess our client goals and guide our clients in evaluating and selecting strategies to effectively retain wealth with in the family and to reduce and or eliminate estate and gift taxes which can greatly diminish family holdings or businesses.

Our services include:

  • Analysis of wills and trusts
  • Charitable planning
  • Gift and estate planning
  • Generation skipping tax strategies
  • Use of family limited partnerships
  • Self cancelling installment notes
  • Private annuities
  • Review of life and other insurance needs
 
Tax Services
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Our frequent contact and active involvement with owners and key executives form the foundation of our approach, allowing us to develop tax strategies that fit each situation.
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