Tax Consulting & Tax Services

Expert Tax Services Tailored to Your Needs

From precise tax preparation to strategic planning, we simplify complexities and deliver personalized solutions for individuals and businesses. 

Tax Services

Tax Planning

Tax Consulting

M & A Analysis & Plans

Litigation Support

Business Valuation

  • Prepare and electronically file federal and state tax returns:

    • Individuals (1040)​; including single-member LLCs and sole-proprietors 

    • Partnerships (1065)

    • S-Corps (1120s)

    • C-Corps (1120)

    • Trusts (1041)

    • Non-Profits (990)

    • Gift Tax (709)

  • Tax Credit Calculation (WOTC, ERC, FTC, R&D, etc.)

    • The chance to get reimbursed for your time, payroll, and business expenses can seem too good to be true.  However, for qualifying businesses this is exactly what we can assist with. We specialize in working with our clients in various industries on claiming Research and Development Credits for creating or improving their products, processes, software, techniques, formulas, or inventions. 

  • Expat Tax Services and foreign reporting requirements:

    • 114 FBAR/8938/5471/5472/8865/3520​

  • ITIN Application​

  • Tax Treaties Application

  • Cost Segregation Studies

Oftentimes, taxpayers will meet with a CPA right before tax filing and hope to find ways to reduce their taxes. The problem is, once December 31 comes and goes so too does the opportunity to actively impact your annual tax bill! We work with you during the year to estimate your taxes and strategize on how we can reduce the bill before it’s too late.

Tax reporting is based on the sum of all of your personal and business transactions, both large and small, during the year. We work with taxpayers on structuring transactions to maximize their tax efficiency as well as recommend potential transactions to get the most benefit for money spent compared to taxes saved. 

Entrepreneurs are routinely thinking “how will I exit my business” or “what can I purchase to take my business to the next level.” We offer both tax and financial consulting to clients on any potential business purchases, sales, or mergers. We have experience analyzing the performance of companies as well as reviewing and consulting on the structuring of the transaction to accomplish desired tax results. 

Finding accountants who are willing to handle the scrutiny of litigation support is difficult. Finding ones who can turn a tremendous amount of data and facts into a report is even more difficult. We work with attorneys on cases of various types to provide expert accounting experience and reporting skill to bolster a cases merits. We are willing to draft a report, support it, communicate it, and handle the scrutiny that comes along with it.

Knowing how much a business is worth is critical for making decisions, both short-term and long-term. We are able to provide this insight to clients, be it for a potential M&A transaction, divorce or legal action, phantom stock for employees, or even to provide insight to owners regarding how their net worth is impacted through their business. 

  • Restructuring of business operations and entity set-up for health care professionals to purchase and utilize real estate and maximize tax write-offs.

    Example of What We Do

  • Reclassification on gain associated with large rental property sale from short-term to long-term, saving approximately $650k in taxes.

    Example of What We Do

  • Analysis of entity structure and owner compensation to maximize the 20% 199a qualified business deduction for business owners, saving clients up to several hundred thousand dollars in taxes.

    Example of What We Do

  • Working with shareholders to properly classify large transactions to reduce or eliminate potential taxes. In one instance this prevented a $200k tax bill from being levied by the IRS under audit.

    Example of What We Do

  • Worked with clients in various industries to claim millions of dollars of tax credits ranging from tens of thousands to hundreds of thousands per claim.

    Example of What We Do

  • Overhauled a clients accounting and financial reporting so that they could claim hundreds of thousands of additional tax deductions they would have otherwise missed.

    Example of What We Do

  • Structured a large retail transaction to minimize the sales tax implications and save a client (and their customer) tens of thousands in sales tax.

    Example of What We Do