Services
We advise companies and their owners on federal, state, and international tax matters, including planning, credits, and transactions.
Most tax outcomes are decided well before the return is filed, through choices about structure, investors, or a sale that are hard to reverse. We work through them with you in advance.
How we help
- Building multi-year tax projections for the company and its owners
- Evaluating entity choice, conversions, and restructurings
- Structuring owner compensation and distributions
- Securing and protecting qualified small business stock (QSBS) benefits
- Planning for exits, recapitalizations, and ownership changes
- Reviewing shareholder and operating agreements for tax consequences
Tax planning
Most tax outcomes are decided well before the return is filed, through choices about structure, investors, or a sale that are hard to reverse. We work through them with you in advance.
How we help
- Building multi-year tax projections for the company and its owners
- Evaluating entity choice, conversions, and restructurings
- Structuring owner compensation and distributions
- Securing and protecting qualified small business stock (QSBS) benefits
- Planning for exits, recapitalizations, and ownership changes
- Reviewing shareholder and operating agreements for tax consequences
Planning, compliance, and reporting should work together.
A return is only one part of the tax picture. We connect recurring filings with planning, credits, financial reporting, and transaction work so changes in one area do not create surprises in another.
Planning, compliance, and reporting should work together.
A return is only one part of the tax picture. We connect recurring filings with planning, credits, financial reporting, and transaction work so changes in one area do not create surprises in another.
INSIGHTS
September 22, 2026
Using recourse notes to exercise options earlier and potentially start the QSBS clock sooner
A recourse note can fund an option exercise without full cash payment and may start the QSBS holding period sooner.
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September 22, 2026
AI may be turning more companies into R&D credit candidates
Building software with AI, instead of buying it, can qualify a company for the R&D credit for the first time.
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July 22, 2026
Texas rewrites its R&D credit: What businesses should know
Texas raised 2026 R&D credit rates, tied the credit to Form 6765, and made it refundable for some companies.
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May 28, 2026
S corp salary rules: How to pay yourself without IRS trouble
How S corp owners can set a salary the IRS will accept before taking distributions.
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March 12, 2026
What a reviewed book-to-tax actually changes at year-end
A reviewed book-to-tax produces a return that can be defended from the numbers already signed in the close.
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January 28, 2026
When the R&D credit is worth a study, and when it is not
An R&D study is useful only when the underlying research is already happening.
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December 15, 2025
What multi-state growth changes for your tax footprint
Hiring, selling, or operating across state lines can create new tax filings before a company opens another office.
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November 4, 2025
Accounting methods that can change the timing of tax
How a company recognizes income and expenses can change taxable income and the cash tax it pays each year.
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September 18, 2025
What finance teams should know before a transaction
Structure, tax attributes, and timing can materially change the tax cost of a transaction.
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August 7, 2025
R&D credits beyond software companies
Engineering, manufacturing, and product work outside software companies can still qualify for the R&D credit.
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