at every stage
navigating the complexities
Entity structure consulting
From the start of a new business or a new venture to changes during the life of the business, it is crucial that business owners and entrepreneurs select the appropriate entity structure. This plays into the various tax strategies that can be utilized as well as the growth and future strategies of the business or venture.
IRS and State Tax representation
Tax notices and examinations make most people very nervous and uncomfortable, but many businesses and individuals find themselves in this situation at some point during the life of the business. And they need help navigating the complexities. We assist and represent clients during the inquiry or examination process, helping them navigate the maze so they protect business and personal assets and reach the best outcome possible.
tax method consulting
The tax codes are very complicated and contain many trip wires. They change all the time with new regulations that affect the timing of deductions and income recognition as well as the calculations to effect them. It is crucial to know and apply the right method that applies to your business and industry, so that you may minimize your tax burden and maximize your income situation to the greatest extent possible.
transactional consulting
When a business is making an acquisition or is involved in any type of transaction that could impact the financial position of the entity, having excellent tax counsel in choosing the most optimal way to structure a transaction is crucial. These are big decisions for businesses and you will want the best options possible.
business and individual income tax
We handle tax preparation for businesses and individuals, including the various filings throughout the year that businesses may need and working with the many complexities with business returns and returns for individuals. This may include extensions and working with the many deadlines for all business entities, and utilizing all of the options available to clients to minimize their tax burden.
income tax projection and planning
Every business and individual benefits from forecasting their tax obligations, the strategies that can be used to minimize those obligations, and knowing what needs to be done throughout the year to plan for them. The objective of the planning process is to make sure you are managing your business informed and that there are no tax surprises!