BUSINESS TAX

One of our objectives is to insure that our clients do not miss opportunities to maximize owner value. Our business tax department focuses on tax planning and tax preparation. We suggest that our clients meet with us periodically during the year to evaluate and project the tax consequences for the year and to maximize tax.

Strategic Development

• Needs analysis
• Cash basis strategies
• Accrual basis strategies
• Identify areas for deductions, credits and special elections
• Project and minimize alternative minimum tax (AMT)
• Real estate and asset cost segregation

Implementation Support

• When, where and how
• Identify strategic partners
• Coordinate and manage the implementation
• Identify potential obstacles
• Identify opportunities to work around obstacles
• Position current implementation and support future strategies

Progress Reviews

• Tax projections
• Calculate estimated tax payments
• Review status of implementation
• Modify and update as needed

Business Tax Return Preparation

• C-Corporations
• S-Corporations
• Not-for-Profit Organizations
• Partnerships/LLCs
• Sole-Proprietorships

Business tax planning and preparation services form a cornerstone of our firm. Our financial skills allow us to define and implement effective tax strategies appropriate for your business. By utilizing strategies to avoid missed opportunities we assist in increasing after-tax profits. This is part of our commitment to assist clients in maximizing wealth.