Tax Advisory
It’s all about minimizing taxes and maximizing growth, equity and cash flow. You’ll find we take a proactive approach to tax services. By keeping current on tax legislation and your personal situation, we position ourselves to identify strategic tax planning opportunities to help meet your financial objectives.
Services
- Federal, State, and Local Audit Defense
- Business Tax Planning and Compliance
- Cost Segregation Studies
- Employment and Excise Taxes
- Entity Structure and Transaction Consulting
- Federal and State Tax Compliance
- Income Tax Planning, Projections and Advice
- Individual, Income, Gift, Charitable and Estate Tax Planning and Compliance
- Research and Development (R&D) Tax Credits
- Sales Tax Refunds
- State and Local Tax
- Tax Credits and Incentive Studies
- Tax Planning and Compliance
- Transaction Analysis and Structuring
- Transaction Based Research and Advice
Tax Partners
GET CONNECTED
To learn more about how we can help, contact us by phone at 952.893.9320 or email us.
Tax Advisory FAQs
A few common reasons: your financial situation is becoming too complex; you started a new business; you would rather spend your time elsewhere; you used to be an employee with a W-2, but now you’re self-employed; you’re concerned about the accuracy of your tax return.
CPAs can provide valuable advice for changes in your financial situation (buying or selling a house, changing jobs, getting married, having kids). Taking advantage of legal tax deductions, credits, and planning strategies can help save money, manage cash flow, and protect the wealth you have accumulated.
There are certain fixed costs to a project; processing fees, administrative costs, etc. The remainder of the bill is based on the hours of work that go into a given project or tax return. As the complexity of a project increases, so does the time needed for research, analyzing the data, and completing the project. An estimate can be provided after discussing your personal situation.
As a full-service, client focused finance and accounting firm, our tax team has access to subject matter experts across the firm in estate and trust, IT, legal, wealth management, and more. Working together, our focus is to protect your business; build your wealth; and secure your future. We are committed to give you the absolute confidence to make the best decisions and the peace of mind to know they are right.
Tax planning helps minimize large taxable income spikes from year to year. Knowing when to maximize contributions to charity, retirement accounts, accelerate purchases, and how much to pay on your quarterly taxes can assist your long-term goals. Managing your cash flow, planning ahead for future tax liabilities, and avoiding tax penalties and interest are additional benefits.
Latest Insights
2024 Roth IRA Limits and the Backdoor Roth Strategy
If you are looking for a smart way to save for retirement, you may want …
Security Spotlight: Business Impact Analysis
In today’s unpredictable business landscape, companies face a wide range of risks. From cyber threats …
Three Signs Your Business Needs an Outsourced Bookkeeper
Owning a small business comes with a unique set of challenges, and managing the financial …
Accessing Retirement Funds Early: A Guide for Employer 401(k) Plan Participants
Retirement accounts are like a financial safety net meant to provide for the golden years. …