Tax Planning and Preparation Services
When it comes to tax planning and strategy, you need an advisor you can trust to do more than just prepare returns after the fact. With a proactive, forward-looking and strategic approach, we give you the tools to support your overall financial objectives, while finding new ways to minimize your tax liability. Our services include:
Corporate and Business Tax Services
- Tax planning and preparation
- Tax minimization strategies
- Entity structure selection
- Mergers and acquisitions analysis
- Executive compensation planning
- Restructuring and reorganization planning
- Buy/sell analysis
- Liquidation and dissolution strategies
- Capital investment planning
- Regulatory audit representation
Strategic Tax Initiatives and Services
- Internal taxation and transfer pricing
- Cost segregation analysis and implementation
- R&D credit analysis, implementation and utilization
- Enterprise zone and other credit analysis
- Tax strategies for US exporters including IC-DISC
- Review of tax status and tax efficiency of employee benefit plans
Personal Tax Services
- Tax planning and preparation
- Tax minimization strategies
- Tax projections
- Regulatory audit representation
- Tax implications of financial decisions
