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Tax Strategies & Planning

Tax Strategies and Preparation

Tax laws seem to be constantly changing, which can make planning a challenging exercise for businesses owners. The good news is this environment creates opportunities for those who know where to look. For decades our experienced team has assisted clients like you with every step of the planning process. We can strategize with you: from choosing the most tax effective entity structure, to ongoing tax guidance to minimize your tax liability, to business succession planning or selling your business.

We also leverage the resources of tax professionals worldwide through the BDO Alliance’s International network.

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Our federal, state, and international tax strategy services include:

  • Corporate and partnership tax planning
  • Estimates and Projections
  • Tax effects of owner distributions and dividends
  • Individual tax planning
  • Quarterly Estimates and Projections
  • Evaluation of potential deductions and credits
  • Business succession planning
  • Multi-state sales and use tax consulting
  • Estate, Gift, and Charitable Donation planning
  • Tax accounting methods and elections analysis
  • Retirement planning for businesses, employees, and owners
  • Optimization of Fixed Asset depreciation
  • Analysis of the best business structure for tax purposes
  • Tax effects of acquisitions, sales, mergers, and reorganizations

Our technical knowledge and personal commitment to client service, with a unique understanding of each client’s needs, allows us to offer you a tax strategy and planning service that significantly adds value to your personal and business endeavors.

Contact us today so we can help you plan for the future. Let us be your strategic tax advisor.

For Assistance with Other Tax Services

Tax Strategies & Planning From choosing the most tax effective entity structure, to ongoing tax guidance to minimize your tax liability, to business succession planning or selling your business, we can help.
Tax Credits and Business Incentives Our keen focus will help you gain advantages through tax credits and business incentives at both federal and state levels.
Tax Preparation & Compliance We assist with all aspects of your federal, state, and local filing requirements, including multi-state and international filings.
State and Local Taxes (SALT) If your business has interactions or transactions with another state, such as sales, services, employees, or inventory, you may have “nexus” and be subject to additional tax exposure. Let us help.
International Tax Consulting In today’s world, commerce and technology have gone far beyond the borders of the United States, due to the global society. Our international experience and resources are here for you.
Estates, Gifts, & Trusts The cost of getting estate planning wrong could far exceed the expense of planning it properly. Wegmann Dazet can help you explore the tax impacts of the advice you’ve received. Working alongside your attorneys and financial advisors, we can help ensure you receive the most advantageous strategy.

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Our knowledgeable team is ready to talk.