Tax Services

Tax Services by Entity

• Business Tax Services: Save money, reduce risk and offset costs with a strategic approach to tax planning and compliance.
• Personal Tax Services: Lower your personal tax burden, increase your financial flexibility and meet your long-term goals.
• Nonprofit Tax Services: Reduce your risks and capture every opportunity to further your mission.
• Property Tax Consulting: Uncover business property tax savings with expert assessments and reviews.

Tax Services by Jurisdiction

• International Tax Services: Navigate the complex tax requirements of doing business across borders and confidently grow your business anywhere.
• U.S. Tax Credit Services: Don’t miss opportunities to lower your taxes with incentives and credits for businesses and individuals.
• State and Local Tax (SALT) Services: Reduce your tax liability and stay compliant with jurisdictional requirements.
• Transfer Pricing Accounting Services: Make sure your profit allocation strategy is profitable, compliant and risk ready.

Tax Outsourcing

• Tax Managed Services: Outsource your tax department and back-office challenges so you can focus on growth.

Tax Filing & Compliance Services

• 1099 Tax Filing Automation Service: Get a turnkey solution to electronically file your 1099-NEC and 1099-MISC returns.
• Tax Compliance Services: Safely navigate ever-evolving regulations for compensation and benefits.
• Sales and Use Tax Services: Don’t stress about filing and paying taxes with this customized sales and use tax solution.
• Excise Tax Services: Comply with the strict regulations on the use, manufacture, sale and taxation of alcoholic beverages.
• Income Tax & Provision Consulting: Streamline the provision process, inform your strategic planning and get tailored reporting and documentation that withstands audit scrutiny.

Tax Strategy & Planning Services

• Section 382 Study & Consulting Services: Comply with net operating loss (NOL) limitations when your business grows or changes hands.
• Private Wealth Management Services: Accomplish your long-term goals and achieve the legacy you envision with highly personalized expertise.
• Trust & Estate Planning Services: Achieve your financial goals for yourself, your loved ones and cherished causes with expert estate, gift and trust tax planning.

• Licensing Education Company Improves Complex SALT Filings, Tax Compliance (2023, state and local tax services, rapid M&A and jurisdiction/nexus complexities challenge, education industry)
• Marketing Firm Saves $100Ks in Tax Liability, Finds Strategic Tax Advisor (2023; individual and business tax services, HR and accounting outsourcing services; individual and business tax planning and accounting challenges; marketing industry)
• HNW Individual Reduces Tax Burden With Charitable Giving and Secures Family Legacy (2022, tax and estate planning services, philanthropy and wealth transfer challenges)