Experienced financial and tax perspective for business growth, significant transactions, specialty tax matters, and decisions with long-term consequences.
Think beyond the immediate decision
Advice that connects business objectives, transaction structure, and tax impact.
Important business decisions rarely fit into one category. A purchase, sale, restructuring, expansion, or cross-border activity can affect cash flow, ownership, reporting, and taxes at the same time. We help businesses and individuals evaluate those connections before commitments are made.
Our expertise
Services May Include
01
International Tax - Inbound & Outbound
U.S. Tax Compliance: Reporting, withholding, and international information filings for foreign-owned U.S. businesses, U.S.-owned foreign operations, and expatriates.
Cross-Border Planning: Entity selection, treaty considerations, international expansion, and investment and transaction planning.
Totalization Agreements: Guidance on cross-border social security coverage and applicable totalization agreement considerations.
Voluntary Disclosure Programs: We assess eligibility for Streamlined Domestic and Foreign Offshore Procedures, the IRS Criminal Investigation Voluntary Disclosure Practice, and delinquent international information return submissions. Support includes late FBAR filings, reasonable-cause and penalty-relief requests where appropriate, and coordination with legal counsel when potential willfulness or criminal exposure requires it. For Canadian tax matters, our expanded resources also support applications under the Canada Revenue Agency (CRA) Voluntary Disclosures Program.
Expanded Services for U.S.–Canada Clients: Our expanded resources support coordinated tax compliance and advisory services on both sides of the U.S.–Canada border, including Canadian tax filings, HST compliance, and CRA audit assistance. This coordinated approach helps identify opportunities to reduce your overall global effective tax rate while aligning planning with U.S. and Canadian requirements.
Exchange Planning: Forward and reverse Section 1031 exchanges, including tax considerations for qualifying Delaware Statutory Trust (DST) interests.
Structure & Timing: Review exchange requirements and coordinate with qualified intermediaries and legal advisers.
Tax Reporting: Analyze gain and replacement-property basis and prepare applicable filings.
03
Cost Segregation & Fixed Asset Solutions
Asset Classification: Identify eligible building components and fixed assets for appropriate depreciation treatment.
Tax Optimization: Evaluate opportunities to improve current deductions and support acquisition, renovation, and disposition planning.
Fixed Asset Records: Strengthen asset schedules and assess repair-versus-capitalization decisions.
04
Entity Structuring & Restructuring Guidance
Entity Planning: Align legal and tax structures with ownership, operations, growth plans, liability considerations, and future transactions.
Restructuring Guidance: Evaluate reorganizations, conversions, combinations, and ownership changes before implementation.
Registration & EIN Applications: Assist with business entity registration and Employer Identification Number applications, including for foreign-controlled U.S. entities.
05
Research & Development (R&D) Tax Credits
Eligibility Review: Assess product, process, software, engineering, and technical-development activities for federal and state incentives.
Credit Analysis: Review qualifying expenses and calculate applicable credits.
Documentation Support: Connect eligible activities and costs with the applicable tax requirements.
06
State and Local Taxes (SALT) Tax Solutions (Income Tax & Sales Tax)
Multistate Compliance: Evaluate income-tax and sales-tax obligations where your business operates, sells, hires, or owns property.
Registrations & Filings: Assist with nexus analysis, apportionment, registrations, and filing requirements.
Exposure & Planning: Review potential liabilities, voluntary disclosures, audit matters, and changes in business operations.
07
Accounting Method Changes & Tax Optimization
Tax Optimization: Review methods to improve the timing of income and deductions, strengthen compliance, and support cash flow.
Method Review: Evaluate cash versus accrual, inventory, capitalization, depreciation, and expense treatment.
Form 3115 & Adjustments: Prepare applicable method-change filings, assess IRS consent procedures, and calculate Section 481(a) adjustments.
Implementation Planning: Consider eligibility, transition effects, and filing deadlines within your broader tax position; benefits depend on the facts and applicable law.
08
Tax Controversy Support
Notices & Disputes: Assist with IRS and state notices, examinations, proposed adjustments, and collection matters.
Response Preparation: Review the issue, organize supporting records, and prepare responses.
Resolution Support: Communicate with taxing authorities and develop a practical resolution strategy.
Advice through execution
We clarify objectives, identify financial and tax questions, model alternatives, and coordinate with attorneys, lenders, wealth advisors, and other professionals. Our role is to keep the financial facts visible and help carry the selected strategy into reporting, compliance, and implementation.
What you gain
A broader view before you act.
Decision modeling
Compare alternatives using financial and tax scenarios.
Specialty insight
Address complex federal, state, local, and international tax matters.
Coordinated advisors
Keep accounting, legal, lending, and wealth considerations connected.
Implementation support
Carry the selected strategy into reporting, compliance, and follow-through.
Evaluate the full picture.
Bring us the opportunity, challenge, transaction, or specialty tax matter you are considering.
