Tax Planning & Consulting Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

We offer creative, yet practical, solutions to tax issues – solutions designed to generate sizeable tax savings. Our strategies are designed for organizations like yours and will not be “reserved” for only Fortune 100 clients. We strive to provide our clients with continuous tax savings ideas to help the company create wealth and preserve assets..

Some of our tax strategies include the following:

Strategic Tax Reviews – We perform strategic tax reviews that can generate opportunities for additional deductions, cash savings, tax refunds or strategies or lowering the effective tax rate. We generally focus on looking for permanent items that lower client’s effective tax rate and improve earnings per share as well as temporary items that provide immediate and recurring improvements in cash flow by reducing the current in future years tax payments.

Accounting Methods – We review client’s accounting methods and periods to ensure that they are taking full advantage of income deferral or deduction or acceleration opportunities. We strive to provide the most tax efficient accounting methods for our clients in order for them to leverage opportunities to maximize cash flow.

Pass-through entities – We maximize value and achieve business objectives in a tax efficient manner through the use of the following pass through entities: S corporation, partnership, limited liability company or business trust.

Goodwill – We generate tax savings by segregating the value of intangible assets, such as the brand name and proprietary “know-how” of a company being bought or sold.

State and Local Planning – We will assist you in integrating effective strategies to plan for and comply with all state and local demands. In addition to routine state and local tax planning, we offer a number of strategies to help reduce your overall state and local tax burden.

Business Entity Selection & Formation – An important decision for any business is the selection of the most efficient entity (e.g. “S” corporation, sole proprietor, partnership, limited liability company…). Entity selection will have significant business and tax ramifications that can have longstanding tax implications. Our tax professionals are highly trained in this area. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

We will take care of the whole process for you. The company is formed, specifically tailored to your requirements. We will handle the completion of all appointments, transfers, registrations and records. Incomplete formations, illconsidered Operating Agreements and Articles of Incorporations and the wrong shareholdings and company officers are very common and can create insurmountable problems down the line.