...for your greater success
Tax planning, preparation and tax problems - We’re here to help
Tax consulting and tax compliance is a significant portion of a company’s financial position. We take the time to understand your everyday business practices and provide you a cost effective tax plan to provide you with excellent Federal and Wisconsin tax help.
Our Tax specialists will work closely with you to help identify tax strategies that are critical to your continued success. We work with entities ranging from corporations to partnerships to select individuals and a variety of industries. We can assist you with tax preparation, estate and succession planning, transactional consulting, state and local tax or employee benefit plan consulting.
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Tax Planning and Preparation
Our goal is to provide sound tax planning advice, maximize after tax cash flow and minimize overall tax burdens, over the long-term, in order to prepare you for a more prosperous future.
- Tax return preparation and planning for individuals, businesses, trusts and estates
- Extension and estimate preparation and planning
- Year-end tax consulting to defer or accelerate income and deductions
- Estate and inheritance tax returns
- Gift and generation skipping transfer tax returns
Estates and Succession Planning
Estate planning for individuals involves decisions about the types of property to own, the form of ownership, taxation, life insurance and transitioning wealth through wills, trusts and gifts. For small business owners, the decisions involve the organization and operation of the business: from the succession plan to passing the business on to the next generation. We will assist you with preparing, developing and executing estate and succession strategies in line with your goals to ensure your financial future.
- Estate structure and planning with trusts, wills and life insurance
- Estate transfer procedures
- IRA and pension asset distribution lifetime gifting
- Funding the buy-sell agreement
Early stage tax planning is critical to transaction success. Our team will provide analysis and support for all types of business transactions including: acquisitions, mergers, joint ventures, equity investments and divestitures. We determine whether the transaction should be structured as a taxable or tax-free transaction or as purchase of assets or stock. Overall, the goal is to analyze all available business attributes to maximize their value and use.
- Analysis of tax consequences for mergers, joint ventures, acquisitions and divestitures
- Comparison of tax consequences of financing techniques for capital expenditures
State and Local Consulting and Compliance
- State credits and incentives
- Audit assistance and representation
- Unclaimed property consulting and compliance
- Due diligence and transaction planning
- Delinquent filer program/voluntary disclosure program
Other Tax Consulting Services
- Representation before tax authorities
- Real estate / Section 1031 / Construction
- Analysis of depreciable lives and methods of property, plant and equipment / cost segregation studies
For more information about our Wisconsin payroll services, please call us today.