TAX & COMPLIANCE SERVICES

Corporate Tax Advisory Services

Stay ahead of tax advantages or policy shifts and make decisions that will maximize your profitability.

Our Corporate Tax Advisors Make Your Taxes Work for You

Taxes are complex, but they don’t have to be costly. A Partner woith CPA expert will sort out your obligations, hunt for savings and help you make the right business decisions to extract as much value as possible both today and down the line.

  • Get up-to-date knowledge of niche and evolving tax laws at every level, including state and local tax (SALT) deductions.
  • Access an on-demand talent pool of tax and accounting professionals, including alums regional and top CPA firms.
  • Work with best-fit experts matched to your industry, locality, business stage and type (LLC, sole proprietor, C-corp, S-corp, nonprofit, etc.).
  • Hire at a fraction of the cost without recruiting or onboarding fees.

“The bookkeeper we’re working with is wonderfully responsive and able to bring clarity even to our blind spots. She is already an important part of our team only one month in.”
– Jacquelyn C., Managing Director and Co-Founder

Trusted by Thousands of U.S. Businesses

From small businesses and startups to mature companies, our experts meet you where you’re at with the exact skills and experience you need. Here’s why we’re the preferred choice for businesses across the country.

100%

US-based talent

60+

industries served

250+

skill sets

15

avg. years of experience

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Why Choose Our Services?

We provide expert financial solutions tailored to meet your unique business needs. From tax compliance to financial planning, we help you achieve your goals with precision and efficiency.

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Tax Planning Services

Comprehensive Tax Planning Services, Customized to You

Tax Minimization Strategies

A dedicated expert is the most reliable way to reign in ever-changing tax codes and keep money in your coffers.

  • Monitor tax changes and recommend strategies and implementations to help lower your payments.
  • Identify and handle any amended returns you need to reconcile past mistakes.

Tax Planning Services for Proactive Business Leaders

Anticipate how much to pay to avoid penalties and stay in good standing. Tap Partner with CPA to:

  • Enhance processes to meet every deadline and obligation on time.
  • Know when to accelerate certain activities to seize time-sensitive opportunities.
  • Create tax projections to minimize surprises.

Corporate Tax Advisory Services

As your business evolves, you may need to reshape your tax strategy. You’ll need a higher level of insight and experience to help you:

  • Decide whether an entity conversion is right for you and time it appropriately.
  • Understand how your salary structures, like vacation pay and bonuses, affect your tax liability.
  • Alert you to the tax implications of investments, transactions and other decisions.

The Earlier You Start, the More You Save

Don’t let another quarter go by without knowing you’ve done everything you can to maximize your savings. Enlist an expert to take constant vigilance off your plate and support your tax planning today.

  • Ready-to-start
    expertise
  • Streamlined
    onboarding
  • Full project management
    support
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Help Center: Frequently Asked Questions

A tax consultant, also called a tax advisor, is a professional with specialized knowledge of the tax code and experience in navigating tax minimization strategies.

These individuals may be tax accountants or Certified Public Accountants (CPA). Tax advisory can even be provided by a controller or CFO who has a strategic understanding of how certain investments or decisions impact your taxes.

Tax planning includes all the activities dedicated to maintaining good standing with regulatory bodies and reducing your tax liability, which is the amount you owe the government after all is said and done. The three basic strategies of tax planning include reducing income, increasing deductions and applying tax credits.

Whereas tax preparation is limited to fulfilling the requirements for a given tax cycle, tax planning is a proactive, ongoing discipline to help you reduce risk, reallocate capital more effectively and optimize your taxes based on how your business grows and evolves.