Tax Services

Tax Services

Whether you are a small business, an entrepreneur, an individual or a larger, sophisticatedly structured business, we are ready for you. We engage our clients in a dialog to identify challenges, seek never discussed before possibilities, clarify visions and plan for their success.
 
Our Firm’s tax group develops creative ideas and strategies with a focus on our client’s complete business and personal goals in mind. Our clients find that our tax professionals are a great resource for all of their tax and business needs including proactive planning, transactional consulting and several specialty niche areas. We possess the capacity to handle most any level of complexity or service, whether it is straightforward planning and tax minimization for a small business owner or assistance with a merger & acquisition transaction. We firmly believe that the right tax strategy combined with proactive planning can significantly enhance your business, while having the trust in your CPA firm to make the correct decisions on your behalf allows you to concentrate on managing that business.

Some of our Tax Services include:

Tax Planning & Preparation
  • Business Tax Compliance & Consulting
  • Individual Income Tax Compliance & Consulting
  • Specialized, hands-on tax planning and projections
  • Tax Research and position interpretation
  • Choice of Entity and Conversions of Entity
  • Consulting and structuring to maximize Sec 199A Deduction
  • Succession and Retirement Planning
State & Local Tax
  • Sales & Use Tax planning & consulting
  • Nexus Studies – including impact of Wayfair vs. South Dakota decision
  • State & Local Tax Structuring Projects
  • Multi-state Income Tax Preparation and planning
  • Multi -state Sales & Use tax return preparation
  • Controversy Representation
  • Commercial Activity Tax
Specialty Tax Services
  • Merger & Acquisition Representation
  • Acquisition Due Diligence
  • Merger & Acquisition Representation
  • Acquisition Due Diligence
  • Cost Segregation Studies
  • Targeted Tax Credit Maximization
  • FAS 109 Accounting for Income Taxes
  • FIN 48 Review & Analysis
  • Export Sales Tax Planning (IC-DISC)

Let's Get Started

Talk to one of our professionals  — we want to help you achieve what’s best for you.