Tax Planning & Preparation

Service - Tax Planning

Your business is unique, and your tax strategy should be too. And it shouldn’t be an afterthought. We’ll work with you to identify year-round tax planning opportunities under new or proposed tax laws and regulations. We’ll search for ways to save your business money and always keep the lines of communication open for questions or assistance. After all, your tax bill shouldn’t be a surprise. With proper planning throughout the year, it won’t be. When tax season arrives, you’ll be ready.

Suite of Services

  • Cost Segregation Studies
  • Executive Tax Planning & Preparation 
  • IC-DISC Structures 
  • International Tax 
  • IRS Representation
  • Nexus Review & Multi-State Tax Planning
  • R&D Credit Studies
  • Sales & Use Tax Reviews
  • State & Local Tax Resources
  • Tax Credits 
  • Tax Exemptions 

Get Connected

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Daniel Lynn


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Rebecca Postma


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Electronically file, print and mail Forms 1099, W-2s, and ACA reporting forms. Click here to access e-File.

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