Unlock valuable tax planning insights for 2026 and beyond.

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Personal Income Tax Services

Learn how CBIZ Private Client Services can help you manage your personal income tax and financial reporting matters while staying focused on your business and personal growth objectives.

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Create Tax Efficiencies

Navigating tax complexities requires an experienced partner. Our experts deliver strategic, tax-efficient solutions tailored to your circumstances.

Tax planning and consulting including entity structures for business liability and tax planning purposes (limited partnerships, limited liability companies, and S and C corporations)
Tax controversy assistance
International tax planning
Quarterly estimates, extensions, and tax returns
Federal, state, and local income tax returns for individuals and entities
Federal and state tax compliance and audit representation

Our Private Client Services team works closely with corporate, flow-through, family office, international, and state and local taxation professionals to meet your specific needs.

Tax Resource Center

Unlock valuable tax planning insights for 2026 and beyond

The One Big Beautiful Bill Act brings much-needed certainty at a time when decision-makers are seeking clarity.

With sweeping reforms now permanent, this year’s tax changes present new opportunities and important considerations

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Insights that Impact

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CBIZ’s 2026 Tax Planning Guide Offers a Roadmap for Smart, Strategic Tax Planning

Explore our comprehensive tax planning guide to maximize your savings and minimize your liabilities this tax season.

Press Release

Should You Reconsider Your Post-OBBBA Entity Selection?

Gain a competitive edge by understanding the nuanced tax impacts of OBBBA on entity selection. CBIZ gives clear, data-driven insights for decision-making.

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Getting Ahead of the Curve: Key Updates to Research & Experimental Expense Deductions and Comprehensive Form 6765

Learn about the expanded Form 6765 requirements. Find out what businesses must report for R&E credit claims and how to prepare your tax returns.

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Technology and Tax Season: Breathe New Life into Process Improvement with AI and Automation

See how business professionals leverage process improvement with AI to optimize tax functions, improve accuracy, and innovate for better financial outcomes.

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Contractor Year-End Tax Planning Post OBBBA

Explore detailed guidance on tax strategies for contractors navigating OBBBA changes, including new exemptions and methods to enhance financial outcomes.

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Navigating Net Operating Losses: The Strategic Advantage of the Loss Waiver Election for Consolidated Groups

Explore effective net operation loss strategies and Loss Waiver Election guidance for consolidated groups. Optimize tax benefits with CBIZ’s expert insights.

Article

Supreme Court Considers Legality of Trump-Era Tariffs

Learn about the Supreme Court’s role in determining the legality of reciprocal tariffs imposed under Trump and what it means for supply chains.

Article

2025 Tax Controversy Roundup

Explore the 2025 Tax Controversy Roundup and discover their impact on tax liabilities and partnerships.

Article

Before the Clock Runs Out: 8 OBBBA-Driven Tax Moves to Capture Before Year-End

Explore 8 key OBBBA tax moves to maximize deductions, credits, and giving before 2026. Act by Dec. 31, 2025, for the best year-end tax results.

Article

IRS Delays Expanded Form 6765 Reporting: What it Means & How to Get Ahead

See how the IRS delay of expanded Form 6765 reporting may impact life sciences businesses for tax year 2025, and how to get ahead of future implications.

Article

Real Estate Tax Assessment Appeal: Control Property Expense

Reduce your real estate tax burden. Learn how to challenge property assessments and navigate appeals to lower annual taxes with CBIZ’s expert guidance.

Article

Navigating SEC Scrutiny: Valuation and Fee Transparency

Learn how SEC scrutiny of valuation and fee disclosures is reshaping compliance, audits and transparency for alternative investment fund managers.

Article

From Data to Decisions: Harnessing AI in Asset Management

Learn to transform data into actionable insights by harnessing AI in asset management for better decision-making.

Article

CBIZ Celebrates Two Professionals Named to Forbes Top 200 CPAs

Two CBIZ professionals have been recognized on the Forbes top 200 CPAs list of 2025. Learn more about Marc List and Doug Boedeker and their accomplishments.

Article

Massachusetts Adopts More Restrictive Regulations Interpreting P.L. 86-272 for Internet Activities

Stay informed on Massachusetts’ updated P.L. 86-272 interpretation for internet activities and impacts on tax protections for out-of-state businesses.

Article

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2026 Tax Planning Guide

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