Corporate tax is complex…

But our knowledge is extensive

 

Business owners look to us for advice leading to informed, strategic decisions that balance short- and long-term tax liabilities.

Our professionals focus on getting to know you and your business. We ask the right questions so that we can identify and employ tax strategies that work to your advantage.

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Key for Success

 

  • Know your business plans and goals
  • Apply our in-depth knowledge of your industry
  • Understand the stage of your business and how it impacts your personal finances

These areas of focus allow us to align your personal objectives with those of your business. The innovative services we offer minimize your corporate tax exposure, maximize savings, and relieve you of administrative compliance burdens. For our clients who are starting a new business entity, we first assist with identifying the choice of entity that best suits their goals.

 

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Not-For-Profit Tax Services

 

Navigating tax compliance in the not-for-profit sector requires specialized expertise.

 

We help nonprofit organizations maintain their tax-exempt status, file accurate Form 990s, and meet federal and state reporting obligations with confidence. Our team provides proactive guidance on governance, unrelated business income, charitable contributions, and regulatory updates – allowing you to focus on your mission while we manage the compliance.

 

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Entity Tax Services


Every business structure comes with unique tax considerations.

 

We provide comprehensive tax planning and compliance services for corporations, S corporations, LLCs, and other entities. From strategic structuring and state nexus analysis to return preparation and audit defense, our team ensures your tax position supports long-term growth while meeting complex regulatory requirements.

 

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Partnership Tax Services

 

Partnerships face unique and often complex tax challenges that require specialized expertise.

 

We assist general partnerships, limited partnerships, and multi-tiered entities with comprehensive tax compliance, including accurate Schedule K-1 preparation, income and loss allocations, basis tracking, and Section 704(b)/(c) analysis. Our advisors help you plan strategically for capital contributions, distributions, and restructurings – ensuring tax efficiency and transparency throughout the partnership lifecycle.

 

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We take the time to learn about your business structure, address your current concerns, and plan for the future.

 

Business partnerships benefit from substantial tax advantages compared to corporate entities. However, navigating partnership tax planning and compliance can be a challenge.

Our process includes examining the allocation of losses to limited partners in an effort to improve the partners’ tax and economic benefits. We then work with legal counsel to review each entity’s organizational structure in order to maximize shareholder and partner objectives.

Our partnership tax services include:

  • Section 704(b) regulations
  • Section 754 adjustments
  • Section 704(c) allocations
  • Section 1031 exchanges and joint ventures
  • Multi-state flow through taxation

 

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Cost Segregation Studies

 

A cost segregation study can significantly accelerate depreciation deductions and improve cash flow for businesses with real estate holdings.

 

Our specialists analyze building components and construction costs to identify assets that can be depreciated over shorter recovery periods. Whether you’ve purchased, constructed, or renovated commercial property, we provide IRS-compliant studies that help reduce your tax liability and unlock immediate savings.

 

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U.S. Reporting for Foreign Entities

 

Foreign-owned businesses operating in the U.S. face a complex web of federal and state tax requirements.

 

We provide end-to-end support for U.S. reporting, including Form 5472 and 1120-F filings, FATCA compliance, and entity structuring strategies that minimize risk and maximize tax efficiency. Whether you’re entering the U.S. market or expanding operations, our team ensures full compliance and a strong foundation for growth.

 

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Ready to request tax services for your business?

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Stay Current on Corporate Tax Changes

Your Opportunity Advisors

Jim Chinn

Partner

Jen Flinchum

Partner

Paul Heckman

Partner

Denise Holmes

Partner

John Murray

Partner

Scott Zickefoose

Transaction Advisory & Tax Partner

Amanda Mills

Tax Senior Manager

Tessa Hennessey

Tax Manager

Jayme Mika

Tax Manager

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