Tax

Whether you own a small business or operate a multinational corporation, thoughtful federal tax planning and compliance are critical to your success. The depth and breadth of our tax team enable us to deliver to you: detailed tax planning, streamlined data gathering and a practical approach to consulting. 

• Preparation of income tax returns
• Preparation of estimated tax calculations
• Federal Tax Incentives and Credits
• Elections and Tax Positions
• Methods and inventory
• Accounting for income taxes (FAS 109 and FIN 48)

Your personal tax needs are important to us. We know that complex returns require the attention of a sophisticated CPA; individual tax services are still a core service line of our firm. Our team is here to serve you with your best interests in mind.

• Preparation of annual federal and state tax return filings
• Preparation of quarterly estimates
• Preparation of projections
• Tax planning
• Interactions with federal and state tax authorities

Your financial goals are important to us. Whether you have spent your lifetime developing a successful business or achieved financial success through other means, it is important to protect your assets now and in the future. Our team can help you reach your goals and safeguard what is important to you.

• Planning for business successions
• Goal-setting for estate planning
• Inventorying of complex estate planning techniques
• Evaluating gifting strategies
• Review of estate tax impacts
• Review of estate documents

State and local taxes affect your bottom line, both from actual payments of taxes and the cost of administering the function. We want to see you thrive. Our team assists with state income taxes, sales and use taxes, property taxes, business license fees, and other requirements in this arena. We recognize that your business is unique; therefore, we tailor our approach and services to fit your evolving needs.

• Compliance
• Day-to-day consulting
• Sales and use tax reverse audits
• Voluntary disclosures
• Nexus reviews
• Property tax consultation
• Procedure reviews
• Audit support
• Client staff training on procedures and tax issues

You do not want to miss out on your business’ share of the billions of dollars available to employers each year in tax credits and incentives. Our tax team has uncovered numerous, significant savings opportunities for clients. We utilize our deep industry experience to capture your company’s eligible deductions and credit opportunities.

• Eligibility reviews
• Application consultation for credits and incentives
• Amended returns to claim prior year credits
• Negotiation with taxing authorities to gain credits
• Site selection consultation and site incentive support
• Client staff training on incentive management

You are excited about your company’s international reach; however, navigating the domestic and international tax laws is a concern. Our team is here to help. We serve both U.S.-based companies that do business internationally and foreign-based companies that operate within the U.S. Our services are based on a thorough understanding of your business goals and a planned process to help you achieve them.

• Transfer pricing analysis and studies
• Tax strategies
• Accounting regulatory compliance
• Due diligence on expansion opportunities
• Techniques for repatriation of earnings and use of foreign tax credits
• Planning for asset transfers between the United States and foreign companies
• Planning for outbound and inbound executives
• Permanent establishment rules
• Choice of entities
• Use of income and estate tax treaties
• Strategies for repatriating income
• Reporting and disclosure rules

In business, you want to receive the full benefit from your investment. That is exactly what our highly experienced team helps you do through cost segregation studies. We assist with maximizing tax depreciation deductions for federal and state income tax purposes after construction, renovation or the purchase of a building. By coupling our deep construction industry experience with a comprehensive knowledge of tax allowances, we focus on reducing your taxes and improving your cash flow. Property Types Benefiting from Cost Segregation Studies:

• Newly constructed buildings
• Existing building purchases
• Existing buildings undergoing significant renovation or expansion
• Leasehold improvements