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Business TAXATION Services

Tax compliance looks backward. Tax planning looks forward. We help business owners and property investors make proactive decisions that reduce tax, protect cash flow and support long-term growth.

Our tax services

Strategic support beyond the annual return

Our tax services complement the work of your existing CPA. We bring specialist knowledge of incentives, depreciation and real estate taxation, and work in partnership with licensed CPAs and tax attorneys where required.

Business Tax Planning

Year-round planning, not just at filing season. We model the tax impact of major decisions such as capital purchases, hiring, expansion and timing of income and expenses, so you can act before year-end rather than react after it.

Real Estate Tax Strategy

Acquisition and disposition planning for investors and owner-occupiers: cost segregation, 1031 exchange coordination, depreciation recapture planning, real estate professional status and short-term rental strategies.

Depreciation & Fixed Asset Reviews

A review of your fixed asset register to find misclassified assets, missed deductions, abandoned or disposed assets still on the books, and opportunities under bonus depreciation, Section 179 and the repair regulations.

Credits & Incentives Review

A comprehensive scan of federal, state and local credits and incentives your business may qualify for, including R&D credits, energy-related incentives and state job-creation and investment programs.

Entity Structuring

Guidance on choosing and reviewing your business structure (LLC, S corporation, C corporation or partnership), including owner compensation, the qualified business income deduction and multi-entity planning.

Amended Return Reviews

A second look at recent returns to identify overlooked deductions and credits that can still be claimed for open tax years, with refunds recovered through amended filings.

Why it matters now

A changed tax landscape

The One Big Beautiful Bill Act of July 2025 brought some of the most significant business tax changes since 2017. Several provisions reward businesses that plan ahead:

  • 100% bonus depreciation made permanent for qualifying property acquired after January 19, 2025.
  • Higher Section 179 limits for expensing equipment and certain building improvements.
  • A new 100% deduction for certain newly built qualified production property used in manufacturing.
  • The 20% qualified business income deduction for pass-through owners made permanent.
  • Energy-efficiency incentives such as Sections 179D and 45L have been cut back for projects starting or homes acquired after June 30, 2026, so earlier projects should be reviewed now.

Knowing which rules apply to you, and in what combination, can make a six-figure difference.

Business meeting
Who we help

Built for owners with complexity

Property Investors

Commercial, multifamily and short-term rental owners looking to maximize depreciation and plan exits.

Manufacturers

Capital-intensive businesses with equipment, facilities and product development spend.

Professional Firms

Engineering, architecture and specialist service firms with growing profits and partners to plan for.

Growing Businesses

Owner-managed companies at a turning point: expanding, acquiring, restructuring or preparing to sell.

How it works

Our tax planning engagement

Discovery call

We learn about your business, properties, goals and current advisors.

Return review

We review recent returns and fixed asset schedules for missed opportunities.

Strategy report

A prioritized list of recommendations with estimated savings for each.

Implementation

We coordinate studies, elections and filings with your CPA.

Annual check-in

A year-end review so new opportunities are captured every year.

Frequently asked questions

Do you replace my accountant?
No. We work alongside your existing CPA or accountant, bringing specialist expertise in incentives, depreciation and real estate taxation. Many of our clients come to us through their CPA.
Do you prepare tax returns?
Our focus is planning and specialist studies rather than routine compliance. Where filings are needed, we coordinate with your CPA or our licensed partner firms.
What does a tax planning engagement cost?
We start with a free consultation. Fees for ongoing planning are agreed upfront based on scope, and we will always show you the expected benefit first.
When is the best time to plan?
As early in the tax year as possible, and always before major decisions such as buying property or equipment, restructuring, or selling a business. Many opportunities disappear after year-end.

Let's build your tax strategy

Book a free consultation and we'll identify the areas where planning could make the biggest difference to your business.

Book a Free Consultation