Business tax services don’t need to be confusing or reactive. With over 20 years of experience in business taxation, we provide proactive tax planning, compliance, and advisory services designed to reduce risk, improve cash flow, and support long-term growth.
We work with business owners, executives, and professional firms that need technically sound tax solutions, delivered with clarity, precision, and strategic insight.
Business Tax Planning & Compliance Services
We provide comprehensive business tax compliance paired with forward-looking planning to help you stay compliant while minimizing tax exposure.
Our approach focuses on proactive tax planning and strategy to guide informed business decisions.
Our business tax services include:
Federal and state income tax preparation for LLCs, S corporations, C corporations, and partnerships
Proactive business tax planning and annual strategy reviews
Quarterly estimated tax calculations and projections
Multi-state tax compliance and nexus analysis
Identification and utilization of available tax credits and deductions
IRS correspondence, notice response, and audit support
Entity Selection, Structuring & S Elections
Entity type selection (LLC, partnership, S corporation, C corporation)
S corporation election analysis and filing
Entity conversions and restructuring for tax efficiency
Ongoing evaluation as your business grows or changes
Choosing the right entity structure is one of the most important tax decisions a business can make. We help clients evaluate and implement structures that align with both operational and tax goals. We ensure your entity structure supports profitability, compliance, and scalability.
Partnership & Owner-Level Tax Services
Partnership tax return preparation and review
Partnership book and tax allocation analysis
Capital account and tax basis tracking
Distribution waterfall calculations, including preferred returns and tiered distributions
Schedule K-1 preparation and owner-level tax planning
Partnership taxation requires advanced technical expertise. We help partnerships and their owners manage complex allocation rules accurately and strategically. Our goal is to ensure allocations are defensible, compliant, and aligned with the economics of your agreements.
Advanced Tax Planning Strategies
We provide sophisticated tax planning strategies tailored to businesses with more complex operations or transactions. These strategies are implemented carefully to manage risk while maximizing long-term tax efficiency.
Advanced planning services include:
Tax-free and nonrecognition exchanges (including qualifying like-kind exchanges)
Depreciation and cost recovery planning
Owner compensation and distribution strategy
Qualified Business Income (QBI) deduction optimization
Ongoing Tax Advisory & Consulting
For clients who want more than year-end compliance, we offer ongoing advisory support to guide critical business decisions. We act as a trusted tax advisor – helping you plan proactively rather than react under pressure.
Tax advisory services include:
Year-round tax consulting
Support for business transactions and structural changes
Mid-year and pre-year-end tax projections
Coordination with legal and financial advisors
Cash flow and tax liability forecasting
A Strategic Approach to Business Tax Services
Our clients value clear communication, technical accuracy, and thoughtful planning. We take the time to understand your business so your tax strategy supports your broader financial objectives – not just compliance requirements.