Consult regarding options and strategies with understandable examples that help you decide on the entity type and structure that meets your business needs in a tax efficient manner.
Prepare all federal, international, and state income tax filings.
Prepare tax provision for audit review.
Prepare all quarterly and annual sales and property tax returns. Identify opportunities for eliminating tax through exemption certificate applications where possible.
The Research and Development credit is a valuable asset to your company even if you are currently in losses. Maximizing this credit and documenting the proper reasoning and methodology used invariably proves to yield a large return on investment. We can assist with identifying opportunities to increase this credit and document the methodology used in accordance with Section 41 IRS guidelines governing this credit.
Assistance with how to be a qualified small business and take advantage of the IRS incentive to shelter up $10M of gain from the sale of your company.
As your business grows, so does the number of tax issues that must be addressed. We can assist with helping you deal with State nexus issues and quantification of income and sales tax exposure. We can also assist with Voluntary Disclosure Agreements (VDA) with states as necessary. We can assist with guidance regarding structuring contracts to minimize sales and state income tax. International assistance includes determining the type of entity that should be set up overseas, Permanent Establishment issues, VAT, custom/duties, foreign issues with company issued stock, review of contracts for withholding tax issues, etc.
We provide CFO services based on your company needs.
Assistance with claiming refunds of payroll taxes paid for companies that qualify for this credit
Maintaining investor confidence is important at all stages of a company’s life cycle, but especially during the start-up phase. Keeping up with your accounting and finance needs is a big part of demonstrating to your investors that you are on the right track.
Our goal is to understand what your goals, dreams, and plans are and identify how to achieve those objectives tax efficiently.
We service small businesses with annual revenues from $1 to $250 million. “Small businesses” do not necessarily have “small” tax issues. Rather, they face many of the same tax issues as much larger companies. We have extensive experience in helping guide companies like yours away from through these challenging issues.
Do you have any questions about one or more of the services listed here? Please give us a call for a free consultation. We would be happy to put together a professional proposal to demonstrate how our team of tax professionals can cost effectively meet your financial and tax needs.
