Deriving the best tax solutions for family and businesses.

Tax Consulting Services

Our tax professionals offer a comprehensive range of tax compliance, consulting and planning services. Whether your needs are federal, state, local or international, business or individual, we deliver specialized expertise in the following areas:

  • Business Tax Preparation: Whether you are a C-Corp, S-Corp, LLP, LLC, Sole Proprietor, Not for Profit, Private Foundation or other structure, we help businesses and organizations of all types with their tax compliance filings.
  • Individual Tax Preparation: Our tax professionals can prepare individual tax returns for both single and married taxpayers, with and without dependents.
  • Estate and Trust Tax Preparation: Offering a full range of tax return services for individuals managing personal wealth including gift tax returns, trust tax returns, and estate tax returns. We understand the effect of state laws on both federal and state trust and estate tax returns, i.e., community property, beneficiaries and fiduciaries, and assets subject to probate. Our proactive approach to estate tax preparation helps clients minimize their current and future taxes.
  • Tax Planning: It’s important to consider your financial objectives for any tax plan, whether they be personal or business related. Through a comprehensive review of your current financial situation, we can recommend a plan for the future that minimizes your tax liabilities while maximizing your achievement of financial objectives.

State and Local Tax (SALT) Services

The complexity of state and local taxation continues to increase as more taxing jurisdictions, under pressure for new sources of revenue, create new taxes, change qualifying definitions for taxation, and are more diligent in collecting these taxes. Our tax professionals will assist you in leveraging this complex area of taxation for permanent and recurring savings while ensuring you effectively manage your tax audit risk. Ultimately, we can help you manage the taxes and fees imposed by the various taxing jurisdictions that your company operates in.

  • Sales and Use Tax Reporting: Nearly every transaction of goods and many service transactions now come with an added charge for sales or use taxes. Each business, large or small, must consider the taxability of everything that is sold, bought and consumed.
  • Entity Set-up & Structuring: Corporations, partnerships, and LLC’s all have uniquely different tax rules. We can help you decide which business formation is ideal for you based upon your industry, geographic footprint, risk tolerance, short and long term objectives. We are always ready to sit down with you to discuss the strengths and weaknesses of each type of business structure.

Cost Segregation Studies

Cost Segregation is a tax saving tool for those who have constructed, purchased, or remodeled real property. By segregating and properly reclassifying short-life property, depreciation is accelerated providing tax savings and immediate cash benefits to the company.

R&D Tax Credits

Many businesses overlook a tax incentive for research and development (R&D) because they often do not view improvements made to products or business operations as R&D activities. However, the definition of a qualified activity for the Research & Experimentation (R&E) Tax Credit or the R&D Tax Credit includes not only the development of new products, but also improvements to products, processes, techniques, formulas, patents, and software applications. The R&D credit can apply to a variety of companies including manufacturers, software developers, engineers, design/build contractors, and architects.

Section 179D

Section 179D: For even the simplest energy efficient improvements made to the interior lighting, HVAC or hot water systems, or for enhancements made to the building’s envelope, eligible businesses can receive a deduction up to $1.80 per square foot on their building and renovation projects.

Qualifying Buildings Include:

  • Office Buildings & Factories
  • Warehouses & Parking Garages
  • Schools & Universities
  • Airports & Barracks
  • Any Building Built for Federal,  State or Local Government

Who Are the Best Candidates?

  • Contractors (General, Mechanical, Electrical, among others.)
  • Architects
  • Engineers
  • Energy Service Providers

Opportunities for savings through 179D have never been better.

Tax Authority Representation

Facing an IRS or State audit dispute or collections action can be a time-consuming, frustrating and intimidating process. When you or your business is facing a tax audit, professional representation is recommended. We know the ins and outs of the IRS and state taxing authorities. If you have a large or overdue tax bill and need help dealing with the collections branch of the IRS or another taxing body, we’d be happy to help.

International Tax Services

To help your company navigate the complexity of international tax issues, the firm offers services designed to accommodate the variables and challenges of global tax compliance. We can assist clients in the following areas:

Entity Set-up & Structuring: When starting a new business, owners must decide which type of entity, or business structure, to choose. The business entity choice determines how taxes are filed, what accounting methods to use and who bears liability for the business. Depending upon your international footprint, we can help you determine an ideal entity and structure to minimize exposure to tax liability.

U.S. Inbound and Outbound (Expatriate) Executives: The firm provides comprehensive solutions to complex international tax and wealth issues facing today’s population of global executives. Our advisors assist you in maximizing your wealth by focusing on minimizing your effective global tax rate.

We can assist employers and executives with:

  • Tax planning for U.S. inbound and outbound (expatriate) executives
  • Domestic and host country tax compliance
  • Comprehensive and integrated expatriate tax planning
  • Comprehensive and integrated financial counseling
  • Payroll and compensation matters for employers and expatriate employees
  • Planning for departure/expatriation from the U.S. (i.e., relinquishing green card or citizenship)
  • Assistance and representation with tax audits and disputes with tax authorities

IC-DISC

An IC-DISC is a separate entity that a company creates specifically for its exports. Through this entity a portion of the supplier’s export income is paid to the IC-DISC, which is then distributed back to its owner as a dividend payment. The ordinary income tax rate does not apply to this portion of export income and the capital gains rate is applicable instead. The percentage of tax savings depends on the supplier’s specific tax bracket, but can be significant.

Exporters who are good candidates for IC-DISC include, but are not limited to, the following:

  • U.S. companies that directly export their products
  • U.S. companies that sell products that are destined for use overseas
  • Architectural and engineering firms who work on projects that will be constructed abroad (even though the work is performed in the United States)
  • Pass-through entities and privately held corporations

The ever increasing global economy creates opportunities for US manufacturers through an IC-DISC.