Corporate & Business Tax

Proactive planning to minimize liabilities and maintain compliance

Overview

The corporate tax landscape evolves rapidly, influenced by shifting regulations, court rulings, and legislative updates. A one-size-fits-all approach simply won’t suffice — especially when your entity structure, industry, and growth stage each bring their own complexities. Our Corporate & Business Tax services are designed to deliver bespoke strategies that optimize your tax posture while ensuring full compliance with federal, state, and local requirements.

By partnering with us, you gain more than just a tax preparer; you get trusted advisors who understand the big-picture impact of tax decisions on your financial health, cash flow, and strategic objectives. From routine filings to navigating audits or disputes, we work proactively to secure your organization’s interests, avert costly mistakes, and leverage every available benefit.

What We Do

Tax Planning & Projections

Annual & Multi-Year Forecasts / Legislative Tracking / Entity Structure Evaluation

Annual & Multi-Year Forecasts

We don’t just look at this year’s return; we create long-term tax forecasts that inform both your strategic planning and budgeting.

Legislative Tracking

Our team monitors new or pending tax laws, keeping you alert to developments that could affect your liability or eligibility for incentives.

Entity Structure Evaluation

We assess S-Corps, C-Corps, partnerships, or LLC structures to ensure you’re minimizing tax burdens while maximizing flexibility.

Benefits

Gain a forward-looking view of your tax obligations.

Align tax strategy with broader financial goals.

Reduce unexpected liabilities and surprises.

Federal, State & Local Compliance

Return Preparation & Filing / Addressing Nexus & Sales Tax / Dispute Resolution

Limited-Scope Assurance

We handle the full spectrum of returns for corporations, pass-through entities, and partnerships—covering both single and multi-state operations.

Addressing Nexus & Sales Tax

For businesses operating across state lines, we analyze economic nexus and sales/use taxes, ensuring correct registration and remittance.

Dispute Resolution

If disputes arise with tax authorities, we act as your first line of defense, responding to notices and resolving issues efficiently.

Benefits

Avoid missed deadlines and penalties through timely, accurate filings.

Reduce administrative burden on your internal finance team.

Proactively address multi-state complexities to streamline compliance.

Credits & Incentives

R&D Credits & Beyond / Location-Based Benefits / Tracking & Renewals

R&D Credits & Beyond

We identify and document eligible expenditures for R&D tax credits, job creation credits, and other government incentives —federal, state, or local.

Location-Based Benefits

From enterprise zones to foreign-trade zones, we help you tap into special tax benefits that can significantly lower operating costs.

Tracking & Renewals

Many credits have annual or sunset provisions. We keep you updated on renewal deadlines so you don’t miss out on potential savings.

Benefits

Potentially reduce your tax bill by thousands — or even millions — annually.

Invest those savings back into growth initiatives, R&D, or hiring.

Stay informed on expiring or newly available incentives.

Audit Defense & Controversy Support

Representation in Audits / Settlement & Appeals / Risk Mitigation Strategies

Representation in Audits

From the initial notice to final resolution, we manage the full audit process—assembling documentation, drafting responses, and negotiating with authorities.

Settlement & Appeals

Should you face assessments or penalties, our team advocates on your behalf, pursuing favorable settlements or advancing your case to appeals if needed.

Risk Mitigation Strategies

After the process concludes, we conduct post-audit reviews, strengthening internal controls to deter future scrutiny.

Benefits

Minimize financial and reputational risks tied to audits.

Streamline the audit or dispute process to save time and resources.

Gain peace of mind knowing experts are representing you before tax authorities.

Why It Matters

Taxes can significantly shape your company’s financial trajectory. A strategic, proactive stance on corporate tax not only reduces liabilities but also frees up capital for innovation, growth, and employee investment.

By maintaining full compliance, you build credibility with investors, partners, and regulators—sending a clear message that your organization is stable, future-focused, and operationally sound.

Whether you’re a venture-backed startup or a well-established enterprise, our Corporate & Business Tax team helps you unlock the opportunities embedded in the tax code.

Contact us

Schedule an introduction call with Jeffrey Bowley, CPA

Get in Touch