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.
Services may include
International Tax - Inbound & OutboundWe advise businesses and individuals with cross-border interests on U.S. tax reporting, entity selection, withholding, treaty considerations, and transaction planning. Support includes foreign-owned U.S. operations, U.S.-owned foreign operations, international expansion, expatriate matters, and coordination of complex information-reporting requirements.Tax Controversy SupportWe help clients respond to IRS and state tax notices, examinations, proposed adjustments, and collection matters. Our support includes reviewing the underlying issue, organizing records, preparing responses, communicating with taxing authorities, and developing a practical resolution strategy.Entity Structuring & Restructuring GuidanceWe evaluate how legal and tax structures align with ownership, operations, growth plans, liability considerations, and future transactions. When circumstances change, we help assess reorganizations, conversions, combinations, and ownership changes while identifying tax consequences before implementation.Cost Segregation & Fixed Asset SolutionsWe help property owners and businesses identify eligible building components and fixed assets for appropriate classification and depreciation. The work can improve current tax deductions, strengthen fixed-asset records, and support planning for acquisitions, renovations, dispositions, and repair-versus-capitalization decisions.Research & Development (R&D) Tax CreditsWe assess product, process, software, engineering, and technical-development activities that may qualify for federal or state incentives. Our approach includes eligibility analysis, credit calculations, expense review, and documentation designed to connect qualifying work with the applicable tax requirements.State and Local Taxes (SALT) Tax SolutionsWe address multistate income-tax and sales-tax obligations for businesses operating, selling, hiring, or owning property across jurisdictions. Services may include nexus analysis, registrations, apportionment, filing requirements, exposure reviews, voluntary disclosures, audit support, and planning for changing operations.Fractional CFO ServicesWe provide executive-level financial guidance for organizations that need strategic insight without a full-time CFO. Support can include forecasting, budgeting, cash and working-capital oversight, performance reporting, lender or investor preparation, and decision support for growth, financing, and major initiatives. 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. Advisory time is generally billed based on fees agreed upon in advance, with the scope and billing arrangement outlined before substantive work begins.
