Tax Advisory & Planning

New Tax Legislation
Our team plays a primary role in staying on top of new tax legislation and guidance—providing internal and external training to help clients and engagement teams understand the implications and potential opportunities.

Transactions
We can assist our clients with understanding and minimizing the tax implications of a transaction, whether it’s as complex as a business reorganization or as simple as a “one-off” tax question that needs to be researched.

Tax Due Diligence Reviews
We can provide Tax Due Diligence Reviews with respect to business acquisitions and divestitures and has a process in place to provide a comprehensive report of primary tax findings regarding federal, state and international tax issues prior to acquisition or sale.

Tax Initiatives
Our team of experts will explore the latest tax planning ideas to determine whether they can be implemented for applicable clients. The group will develop internal and external communications along with implementation plans.

Federal Tax Matters

Navigating a constantly evolving tax code is complicated and can easily lead to missed opportunities. Our tax professionals will guide you through successful compliance with legislative amendments, court rulings and regulatory developments—and will constantly monitor these changes to keep you informed of their effect on your business.

With a team of hands-on partners and specialists, our clients receive the most proficient and in-depth technical expertise we have to offer. In addition, our independent membership in Baker Tilly International gives our clients access to specialists throughout the United States and across the globe. Through resourceful and effective tax planning, we find innovative ways to help you realize savings and reduce risk and inefficiencies—so you can focus on growing your business.

Tax Credits Identification
Fixed Asset Services
Audit and Appeal Representation
International Tax Assistance
Federal Income Tax Planning

Federal Tax Services:

Tax Return Compliance
Transactional Structuring
Accounting Method Reviews
Transfer Pricing Consultation and Studies
Tax Due Diligence Reviews
Research Credit Calculations

Succession Planning

We take the time to fully understand the needs of the company and the desires of the owners as you prepare for succession. We will work with all your professional advisors to make sure the transition happens smoothly.

Our business transition planning services include:

Consultation, Planning & Structuring
Mergers and Acquisitions Expertise
Liquidations and Reorganization Analysis
Estate, Gift and Business Succession Planning
Valuation and Optimization Planning
Projections and Forecasts Preparation
Due Diligence – Buy & Sell

State and Local Tax Planning
International Tax Planning
Federal Tax Planning
Assurance Services and
Agreed-upon Procedures
Business Process Outsourcing Services

State and Local Tax Services

From preparation of tax returns and beyond, we can help set a course for your business with a wide range of multistate and local tax services.

As your business expands throughout the country, you need an accounting, tax and business consulting firm to concentrate on state and local tax matters so that you can concentrate on your company. Our tax professionals can assist you with:

Corporation Income/
Franchise Taxes
Pass-Through Entity Taxes
Sales and Use Taxes
Property Taxes
Employment Taxes
Personal Income Taxes
Miscellaneous Taxes
Tax Credits and Incentives

We can help set a course for your business with a wide range of multistate and local tax services, such as:

Tax Return Preparation and Reviews
Nexus Consulting and Tax Liability Analysis
Voluntary Disclosure or Amnesty Representation
State Tax Planning
Tax Due Diligence
Audit and Appeals Defense
Sales and Use Tax Determinations
Request Tax Rulings
Monitor State Tax Developments
Unclaimed Property Assistance

Tax Credits & Incentives

With the ability to investigate, identify and apply the specific types of credits and incentives that are available to your business, our tax professionals can maximize the opportunities that enable you to strengthen cash flow, increase returns on investments and lower financing costs.

We’ll evaluate the most relevant areas of your organization—operations, employees and investments—and connect you with any federal, state and local programs for which you qualify. Fully understanding the extent of available tax credits and incentives, now and in the future, allows you to:

Expand the economic benefits of
company initiatives
Avoid paying unnecessary taxes
Improve earnings before interest and tax, net income, and shareholder value

Obtain immediate tax refunds
Manage operational costs

Research and Development Tax Credits

Companies often overlook significant tax savings from the R&D Tax Credit because they don’t understand what activities qualify under the tax code. Contrary to popular opinion, the tax credit is not just for scientific research done in a laboratory setting—it is also available to companies introducing new products, improving current products and developing or enhancing their processes.

Your company may be eligible to take advantage of this beneficial research and development tax credit instead of unnecessarily leaving significant tax dollars with the government—dollars that could otherwise be invested to improve profitability, cash flow and capital.

Our team will help you:

Determine what activities qualify as research
Identify what expenditures qualify for the credit
Compile the documentation that sufficiently supports your research
Elect an advantageous credit computational method

Individual & Business Tax Services

Our tax professionals take a wide-angle view of your tax situation in order to find resourceful and creative ways to decrease your tax obligations and maximize after-tax wealth accumulation.

Tax Services Include:

Divorce planning
Wealth transfer planning
IRS and state controversy representation
Residency issues
Federal and state tax return preparation

Income tax projections and preparation
Tax analysis of real estate and business purchases and dispositions
Equity compensation planning
Multi-generational tax planning

Tax