• Tax Return Compliance
  Preparation of federal and state tax returns is the core of our tax services. High-levels of technical and industry specific expertise allow our tax professionals to ensure our clients’ tax returns are prepared efficiently and timely.
• Transactional Structuring
  We help businesses structure economic transactions in ways that minimize the tax impact by advising them on acquisitions, sales and mergers.
• Accounting Method Reviews
  We review businesses’ tax accounting methodologies for proper accounting and accounting method strategies to maximize income tax benefits.
• Research Credit Calculations
  We can help your business determine if it is eligible to claim certain federal and state research credits, assist with the documentation requirements and quantify the amount of the tax credit.
• Audit & Appeal Representation
  We possess the expertise and experience to represent taxpayers before tax authorities. Our tax professionals understand the dispute resolution and appeals process and work diligently to obtain you the most favorable results.

• Nexus Consulting and State Tax Liability Analysis
  We can help you understand and navigate where your business is required to file and pay state and local taxes based on multistate activities. Additionally, we will make recommendations of where to file and quantify potential tax liabilities associated with various state and local jurisdictions.
• Sales and Use Tax Determination
  We can assist you understand the sales and use tax consequences of specific transactions and ensure you meet any filing requirement.

• Federal Income Tax Planning
  We aid businesses with all aspects of federal income tax planning. This includes implementing federal income tax strategies that maximize savings, increase profits and manage cash flows.
• State and Local Tax Planning
  Our team understands the structural and transactional underpinnings of state and local regulations in ways that allow us to create solutions that mitigate tax liabilities. We provide state and local tax planning in the following areas:
  • Income tax
  • Franchise tax
  • Sales and use tax
  • Other miscellaneous taxes
• Business Succession Tax Planning
  You spent your life building your business and now you want to pass it on to the next generation or sell the value you built. We advise businesses on the proper succession planning to preserve your family and business legacy while also looking out for potential tax consequences that may result.

• Accounting for Income Taxes
  Financial accounting for income taxes can be complex. Our professionals have the technical skills and experience to help our clients navigate through these complex requirements and create efficient income tax accounting and reporting. We also help companies stay up-to-date with regulatory guidance and disclosure requirements. The services we offer allow our clients to minimize year-end surprises and reduce risk related to reporting. These services include:
  • Calculation of tax provisions
  • Account for uncertain tax positions
  • Analyze current and deferred taxes
  • Prepare financial statement footnote disclosures
• Tax Updates
  We keep our clients up-to-date on the latest federal, state and international tax issues through webinars, newsletters, website postings and face-face to meetings. By staying ahead of tax issues and we can communicate how they will impact you operations quickly and address them in a timely manner.
• Individual Tax Services
  When it comes to individual taxes, change provides opportunity. We keep on top of these changes to provide you with the best advice and strategies, especially through planning opportunities. You can depend on us for objective guidance and personal attention. We believe in focusing on your long-term financial goals and steering your current needs in a direction to meet them.

Reviews are usually performed to satisfy third parties that want to be assured that the financial statements are not materially misstated. They provide a lesser degree of assurance to financial statement users than an audit. Also, unlike an audit, there is no expression of an opinion on the financial statements, testing of controls or financial data. Reviews essentially consist of inquiries of company personnel and analytical procedures applied to financial data.

Compilations provide the lowest level of assurance of the financial statements services. They are often required by outside third parties as well internally by companies.

In a compilation we assist management in presenting their financial information as financial statements in the proper form. Compilations also require us to acquire an understanding of the client’s industry and to obtain specific knowledge about the client. Additionally, we read the financial statements and ensure they are free from obvious material errors. They provide no expression of an opinion on the financial statements.

Agreed upon procedures are performed when the parties involved concur that they want the accountant to perform a specific procedure or set of procedures. They can be useful when you or a third party wants some comfort about a specific area such as inventory or cash, but do not need the assurance and related time and expense of a full audit or review. Agreed upon procedures can deal with a diverse variety of subject matter such as the quality of collateral or due diligence related to a business acquisition. In all cases, agreed upon procedures are solely the responsibility of the parties who specify them and they never provide an opinion on the subject matter or financial statements.