Tax compliance is an ever changing and very important function of a company’s operations and can significantly affect cash flows. My in-depth expertise and the willingness to take the time to understand your everyday business practices will provide you with a comprehensive plan to meet your needs.
I will work closely with you to help identify tax strategies that are critical to your continued success. My capacity to handle any level of complexity for entities ranging from corporations to partnerships to individuals as well as a variety of industries enables me to assist you with tax preparation, succession planning, transactional consulting, and state and local tax compliance.
Tax Planning and Preparation
My comprehensive approach to tax planning and consulting allows me to adapt a full range of tax planning and preparation services to a variety of circumstances. Businesses and business owners require many tax solutions based on their financial goals and current financial situation. My goal is to provide sound tax planning advice, maximize after tax cash flow and minimize overall tax burdens.
Succession Planning and Transactional Consulting
Proactive planning is critical to business owners in forming the succession plan to transfer the buseinss to the next generation. I will provide analysis and support for all types of business transactions including: acquisitions, mergers, joint ventures, equity investments and divestitures. We determine whether the transaction should be structured as a taxable or tax-free transaction or as purchase of assets or stock. Overall, the goal is to analyze all available business attributes to maximize their value and use.
State and Local Consulting and Compliance
- Multi-state tax preparation and compliance
- State credits and incentives
- Sales and use tax
- Audit assistance and representation
- Personal property tax