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Businesses

Tax Planning + Preparation

Taxes are complex and stressful for every business. Our ever-changing taxation landscape can feel like a minefield, and navigating it with confidence may seem impossible. Whether your return is simple or highly complex, we are committed to providing a custom-made, comprehensive strategy to minimize your tax burden and help your bottom line. From the design of your initial entity structure to capital investment and protection, we will relieve your stress by assessing and managing your tax situation from a birds-eye view – far above the minefield.

We will help you with:

  • Corporate, LLC, and partnership entity design
  • Federal, state, and local tax return processing and e-filing
  • ICDisc and foreign banking reporting
  • Personal property tax reporting
  • Flow through tax planning for business owners
  • C Corporation tax planning
  • Real estate entity and tax planning
  • Tax audit assistance and representation

Tax Planning: Structuring Income Can Yield Big Rewards

It’s not about the gross price, but what you net.

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News & Insights

News and insights


Important Considerations for Shareholders of S Corporations Undergoing Significant Ownership Changes

Many business owners are not aware of elections available to existing S corporations with significant ownership changes occurring in a given tax year, specifically the Internal Revenue…

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New Schedules K-2 and K-3: Enhanced Reporting of Foreign Information

Schedules K-2 and K-3 will be a major change to partnership and S corporation reporting starting in 2021 and will be required for 2022 and future years.…

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More News

Upcoming Deadlines

Upcoming deadlines


September

15

Partnerships and S Corporations If a 6-month tax extension was requested/obtained, file a tax return by this date.

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October

15

Individuals If you requested/obtained a 6-month tax extension, file your income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due by this date. Corporations…

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More Deadlines

Reach out to us, we’ll take care of the rest