Income Tax Planning and Compliance
Whether you are facing tax challenges from prior years or searching for current year solutions, our advisors will assess your needs and recommend alternative strategies to reduce your tax burden. We will help you interpret the laws and regulations that impact your business and individual income taxes, and we will prepare your federal, state, and local tax returns.
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• Entity selection
We will help you determine whether to operate as a corporation, partnership, or sole proprietor, evaluating and explaining the advantages and challenges associated with each entity.
• Corporate tax planning and compliance
Our team will explore and evaluate the tax consequences associated with different business decisions, and we will prepare your federal, state, and local income tax returns. We assist with the purchase or sale of business assets, expansion or contraction of a business and decisions to expand or contract a workforce.
• Individual tax planning and compliance
In addition to preparing your federal, state, and local income tax returns, our experts explore and evaluate potential consequences from personal decisions, and assist with the purchase or sale of personal investment or business assets.
• Partnership tax advisory and compliance services
We will help you navigate state and local tax issues including nexus determinations, sales tax compliance, and evaluations of available incentive programs for expansion or relocation.
• State and local taxes
We will help you navigate state and local tax issues including nexus determinations, sales tax compliance, and evaluations of available incentive programs for expansion or relocation.
• Not-for-profit taxation
Our team will explore and evaluate the tax consequences associated with different business decisions, and we will prepare your federal, state, and local income tax returns. We assist with the purchase or sale of business assets, expansion or contraction of a business and decisions to expand or contract a workforce.
• Trust tax advisory and compliance services
Our team will advise you on the laws that govern trust income taxes, in addition to preparing federal, state, and local income tax returns.
• Income tax credits
We will help you explore and attain available tax credits, including research and development, work credits, and historical credits.
• Depreciation
Our tax advisors provide planning in connection with policies and procedures, unrelated businesses income tax (UBTI), and excise taxes.
• Transaction advisory services
We will advise you on the tax consequences of business sales and purchases, including the consequences of transaction, purchase price allocations, and tax due diligence.
• Business start-ups
Our team will work with your newly-formed entity to navigate the complicated world of starting a business. We will help you register with the applicable taxing authorities, establish payroll processes, and obtain business licenses.
• Compensation Planning and Ownership Changes
Our business advisory professionals provide assistance with several types of equity transactions, including transfers of ownership interest, ownership changes related to employee retention programs, and compensation planning.
• Tax Controversy
We will examine and work through your delinquent taxes. Our team will help you resolve them, along with any related issues, quickly and fairly. We will conduct necessary research, analyze your options, and contact the Internal Revenue Service on your behalf in order to reach a resolution. Our tax controversy expertise includes the following areas:
- Audit Support
- Offers in Compromise
- Tax Dispute Resolution
- Liens and Levies
- Wage Garnishment
