Tax Services

Sound business tax planning is essential to making informed decisions. Through extensive consulting, tax knowledge, and accounting expertise, you’ll receive a business tax plan that will help you meet your short and long-term goals. While your advisers proactively keep a keen eye on interpreting how new laws, credits, and deductions affect to your business's financial position, you can focus on moving it forward.

Services

Tax Planning and Compliance
Entity Structuring
Succession Planning
Mergers and Acquisitions
Research and Development Tax Credit
Cost Segregation Studies
Multi-State Income Tax
Sales and Use Tax Compliance
International Business Advisory

As a business owner, key business stakeholder, or a high-net-worth individual, you most likely do not spend enough time focused on your personal financial health—you require an expert who can help you understand how your personal and business goals intersect. You’ll have peace of mind knowing that your adviser has the details covered, so you can focus on your top priorities: your family and your business. It’s time to take control with a higher level of personal tax expertise that will help you shape your short- and long-term financial goals.

Services

Tax Planning and Preparation
IRS Representation
Retirement Planning
College Funding
Cash Flow Analysis and Budgeting
Insurance Analysis
Investment Analysis
Social Security Analysis
Passive Activity Losses (PAL)

On the long list of priorities in your life, estate planning and strategic wealth transfer may not be at the top—but they should be. Developing a plan that balances your short and long-term goals and includes your business as a key component of the plan is of the highest importance. Your advisor will work with you to develop a customized plan based on your personal and business goals—and explain what wealth transfer tools may be appropriate for you.

Services

Wealth Transfer Planning and Estate Tax Exposure Calculations
Estate, Gift, and Trust Tax Planning and Compliance
Charitable-Trust Compliance and Planning
Foreign-Trust Reporting and Compliance
Internal Revenue Service and State Examination Assistance

Whether you’re a U.S. company with operations overseas or a foreign company with operations in the U.S., you need to understand the potential tax and compliance risks that come from having a global footprint. Your international tax advisor can help you navigate the complex tax laws and optimize your tax structure by understanding your unique business goals and strategies—so your business can continue to grow and be profitable.

Services

Structuring of Acquisitions/Dispositions
Repatriation Planning
Foreign Tax Credit Planning
Legal Entity Rationalization/Restructuring
Transfer Pricing
International Expansion
U.S. and non-U.S. Tax Audits
Flow-Through Restructure
International Tax Compliance Review
Foreign Vendor Reporting Review
IC-DISC

State and local tax laws can be complex and difficult to understand. Your state and local tax advisor can help you navigate the unknowns of doing business in multiple states. Whether you are conducting business in one state or 50, our dedicated state and local tax teams have the knowledge and experience to guide you through the complex and ever-changing tax requirements.

Services

Business and Income Tax

Preparation and Compliance
Nexus Reviews
Apportionment Methodology
Audit Assistance
Voluntary Disclosure
Due diligence for sale of business
Review and analysis and tax incentives and exemptions

Sales and Use Tax
Personal Property Tax

If you are operating in several states, it’s important to know the taxability of your services and products as well as where you are responsible for collecting and remitting sales tax. Through specialized knowledge that includes nexus and sales tax filing requirements, your sales and use tax advisor will complete a review of your state activities to identify and quantify any tax exposure or liabilities. Then, they will help you determine if additional state returns need to be filed and/or if any state voluntary disclosure agreements should be completed.