Business

Tax planning and tax impact considerations should play a role in every financial move your business makes. Knowing what tax laws your business is subject to and then strategically planning how to best minimize the burden requires the expertise of seasoned tax professionals. That's where CBIZ can help. Our advisors take an active, innovative approach to tax planning and compliance, helping you anticipate and adjust to changes in tax laws and work within the framework of the laws to gain optimal financial and tax benefits.

We apply many strategies to help your business in any situation or circumstance:

  • Tax return compliance for businesses, partnerships, estates and trusts, foundations and tax-exempt organizations, and individuals related to the organization, including multi-state and non-residential/part year returns 
  • Year-end planning, including review of all pertinent new legislation and recommendation of tax-saving strategies and opportunities
  • Analysis of corporate, partnership, limited liability company and trust structures with recommendations of tax-effective approaches
  • Tax planning and structuring for complex financial and/or investment transactions
  • Tax planning and guidance regarding business divestitures, mergers and acquisitions
  • IRS and state audit representation and correspondence
  • Succession planning for closely-held companies