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Tax Planning & Preparation
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Tax Planning & Preparation

You can count on our experience and access to the most updated developments in tax laws to minimize both your current and future tax liabilities. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and non-profit organizations.

Our tax services include:

Tax Planning

Tax planning is an essential element of the tax preparation process. We’ll work with you to make tax planning central to your overall business strategy. You can tap our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. We’ll keep you compliance with government filings and regulations.

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Corporate Tax

We have extensive experience in advising our clients about the tax issues affecting corporate transactions including strategy, due diligence and post-transaction restructuring. Our corporate tax services cover federal state and local issues, including assistance with pension, profit sharing and other employee benefit plan; entity selection tax considerations, transfer pricing and annual corporate planning for tax minimizing strategies.

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State and Local Tax

State and local taxes play an increasing role in business decisions and strategies. We help you minimize your tax burden through proactive planning that helps build and maintain your competitive position. Our state and local tax services include refund analysis, business structure review and planning, nexus studies, sales and use tax compliance reviews and business incentives and tax credit programs.

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Individual Tax

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare individual returns. We proactively focus on year-round tax planning that will help you make the right tax choices that best meet your personal objectives. We’ll also stay on top of changing regulations and advise you accordingly.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries; it provides security for your surviving spouse, and it can reduce or eliminate the tax due on the transfer of your business and other assets. We work with business owners on business continuity plans and the succession of ownership. We can guide you through the complex process of getting your financial affairs in order.

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Tax Audit Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Form 990 and 990T

Our non-profit tax consulting professionals serve a wide variety of tax-exempt organizations. We are dedicated to providing guidance and planning ideas that can help organizations maintain exempt status, minimize taxes and comply with applicable federal and state laws and regulations.

Learn more about our services to the nonprofit industry here.

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International Taxation

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation. In addition, we have access to international tax expertise through our membership in BDO Alliance USA.

We track all the latest developments in the global marketplace so we can keep you in compliance and plan strategically.

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