With planning, projections, and structuring, our team helps you plan proactively in order to minimize cash taxes.
We work to ensure compliance today and growth for tomorrow.
We offer a variety of tax compliance and specialty services:
Federal, state, and local tax compliance and consulting for Corporations and flow-through entities
Tax planning and projections
Transactional analysis and tax implications
Personal financial advisory services including estate and gift tax and family office consulting
Business structure planning and entity selection
IRS exam guidance and support
State and local income and sales tax nexus studies
Accounting for income taxes, ASC 740, including quarterly and annual public company financial reporting requirements
Research and experimentation tax credit for federal and states
What to expect:
Assess
Strategize
Implement
It is our commitment to keep you engaged and informed throughout this process!
Facts:
According to the IRS, — During the 2022 tax filing season, out of 73 million calls placed to the IRS, only 10% were answered by an IRS employee. — In 2020, the IRS flagged 5.2 million tax returns as fraudulent.
Frequently Asked Questions:
If I receive a notice from the IRS, what should I do?
I would review and scrutinize the notice because, it is unfortunate to say, but many notices from the IRS are incorrect. Most notices are computer generated, and many notices can be resolved without additional payment of taxes.
If I sell my business, what is my net cash flow after payment of debt and taxes?
This is a common question and one that can dictate whether you accept an offer or not. We have models to compute gain on sale whether a sale of assets or sale of stock. Also, we consider net working capital adjustments, earnout payments and installment sale treatment to determine your net proceeds from a transaction.
“I have had an excellent experience with Jeff - smart, efficient, timely and easy to work with. Jeff is always available for questions, providing an informed response. He also works with both of my children now too. He does an excellent job.”
Suki Skidmore
Questions?
Our Tax Leader, Jeff Kujawa, can help! Email him here.
