We help companies nationwide with their accounting and tax needs.

Advisory & Tax Strategist Services

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Advisory and tax strategist services are more than just regular tax return preparation and filing; they encompass a range of strategic consultations designed to improve clients' overall tax scenarios. These services are tailored to assist clients in maximizing their tax efficiencies, significantly minimizing their tax liabilities, and providing expert navigation through the labyrinth of complex tax regulations. This approach not only ensures compliance with tax laws but also proactively identifies opportunities for tax savings and efficient tax planning. By understanding individual or business-specific financial landscapes, advisory services offer customized advice, keeping abreast of changing tax laws to deliver the most advantageous tax strategies.

  • Tax Planning

  • Compliance Assurance

  • Tax Efficiency Strategies

  • Business operations and documentation

  • Company fringe benefits

  • Corporation-LLC Income strategies

  • Transactional support for mergers, acquisitions, and divestitures

  • Tax risks and opportunities

  • Education savings and income shifting

  • Entity structure planning

  • Rental property operations

  • Representation in Audits and Disputes

  • Estate and succession tax planning

  • Educational support on tax laws, tax incentives and evolving tax regulations

  • And more