Tax service lines

Two practice areas, one coordinated calendar

Sales and use tax has its own rhythm. Business income tax has another. We run both against a planning calendar so nothing surprises you.

Sales & Use Tax

If you sell across state lines, nexus is your problem - whether you know it or not. We monitor thresholds, register where required, and file on time.

  • Economic nexus monitoring (state-by-state)
  • Sales tax registration and account setup
  • Monthly, quarterly, and annual filings
  • Voluntary disclosure agreements where exposure exists
  • Resale & exemption certificate management

Federal & State Business Tax

Corporate and pass-through entity filings, quarterly estimates, and planning conversations that happen before year-end, not after.

  • Form 1120, 1120-S, 1065 preparation
  • State and local income/franchise filings
  • Quarterly estimated tax planning
  • R&D credit identification and documentation
  • Owner / pass-through entity coordination
Planning, not just compliance

The tax conversation should happen in October, not April

Most tax surprises are foreseeable. We meet with you twice a year to review entity structure, comp strategy, fixed asset planning, and any major transactions on the horizon.

Entity structure review

S-corp, C-corp, LLC, holding company - the right structure depends on owners, state, and exit plans. We pressure-test yours.

Owner compensation

Salary versus distributions, reasonable comp documentation, fringe benefits, and self-employment tax minimization.

State and local strategy

Apportionment, throwback rules, PTE elections - we identify where small structural changes save real money.

Get ahead of tax season - and reduce the bill

Bring us into your planning cycle, not just your filing cycle. We'll start with a free 30-minute exposure review.