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02 / SERVICE

The entity and owner move together.

Business tax strategy built around what comes next.

02
THE ENGAGEMENT

Compliance and advisory for founders, closely held companies, partnerships and growing enterprises where entity decisions reach beyond a single return.

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WHEN THIS FITS

Situations we help connect.

  1. 01S corporations and owner compensation
  2. 02Partnership allocations and basis
  3. 03Multi-entity ownership structures
  4. 04State registrations and nexus
  5. 05Growth, restructuring and transactions
  6. 06Founder equity and exit planning
SCOPE

What the work can include.

Every engagement is scoped to the facts. The right combination may include preparation, analysis and ongoing advice.

01

Federal and state business returns

02

Owner-level tax coordination

03

Reasonable-compensation review

04

Basis and distribution tracking

05

Year-round projections and planning

THE OUTCOME

A business tax position that supports the company and the people behind it.

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Other expertise01Individual Tax03International Tax04Planning + Advisory05IRS Representation06Nonprofit Tax