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Tax Strategies

We develop customized strategies to optimize your business's financial performance and minimize tax liabilities.  

Tax Planning & Compliance

  • Tax planning consultations
  • Tax return preparation & filing
  • Quarterly tax estimates and projections
  • Representation in IRS audits and inquiries

Entity Structure Optimization

  • Entitiy conversion or reclassification
  • Establishment of holding companies or subsidiaries
  • Equity compensation planning for key employees

Tax Deferral & Credits

  • Deferred compensation plans
  • Qualified retirement plans 
  • Start-up plan tax credits
  • Investment tax credits
Let's not leave the IRS a tip

Let's not leave the IRS a tip

Proper tax planning is an important part of managing finances. While you must pay taxes, we're here to help you take advantage of opportunities to save.

  • Tax Planning & Compliance

    Proactive tax planning is crucial to optimizing your business's tax liabilities while ensuring full compliance with tax laws and regulations. We focus on maximizing tax deductions, credits, and incentives to significantly reduce your tax burdens. Our approach also emphasizes minimizing tax risks and exposure through careful planning and strict adherence to tax laws. Additionally, we prioritize the timely filing of accurate tax returns to avoid penalties and audits, providing you with peace of mind and confidence in your tax strategy

  • Entity Structure Optimization 

    We evaluate business entity structures to minimize tax liabilities and achieve your strategic objectives. Our team helps you select the optimal legal structure, whether it's a sole proprietorship, partnership, or corporation, based on tax considerations, liability protection, and operational needs. We also assist in restructuring existing entities to maximize tax efficiency and align with evolving business goals. Additionally, we consider the advantages of pass through entities, such as S corporations and LLCs, to mitigate double taxation and enhance your overall tax strategy.

  • Tax Deferral & Credits

    We employ tax deferral strategies and credits to defer taxable income or reduce tax liabilities, preserving your cash flow by delaying taxes on income or gains until future periods. Our team identifies and utilizes available tax credits to offset tax liabilities, enhancing after tax profitability. We also optimize the timing for income recognition and expense deductions to minimize current tax obligations and improve your overall financial position.

  • Succession and Exit Tax Planning

    We focus on tax efficient planning for business succession, ownership transitions, and exits, minimizing tax consequences associated with business transfers, sales, or liquidations. Our team develops exit strategies that maximize after-tax proceeds for retiring owners or heirs and carefully considers estate and gift tax implications in succession planning for family owned businesses.

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