Individual Tax Planning & Strategies
We do the planning all service entrepreneurs need. While tax preparation looks to the past to file accurate returns, tax planning is our creative perspective to look forward with ways that will not only help you know what you’ll pay, but seek to mitigate taxes as well. Individuals must plan, and we lead the way.
Corporate Tax & Nonprofit Planning & Strategies
We assist our clients with corporate entity choices such as electing S Corporation status for maximum tax benefits or C Corp setup for larger funded growth. We also manage the shared benefits of corporate tax strategies such as R&D tax credits, real estate purchases, and partner buy-outs/ins. These are complex transactions – we’re here to navigate your growth with you. In addition, we aid nonprofits in the complex navigation of their 990s through their fiscal audits, and Annual Report support.
Multi-State Entity Setup & Review
We work all across the US and dip into some International support for particular clients. We can plan and review your entity’s growth through the federal and states’ compliance requirements in ways that keep all forms filed timely and with no surprises. We can be the partner you ask first before you make costly moves about these complex entity transactions.