Together we’ll create opportunities

Lower your taxes by taking advantage of all available opportunities. Whether your needs are business or individual, international or local, our professionals can help you plan ahead, apply tax planning strategies, and understand applicable laws.

We’re committed to addressing what matters most to you:

• Proactive tax planning
• Navigating ever-changing tax laws and regulations
• Understanding multi-state and international tax systems
• Utilizing state and federal tax credits and incentives 
• Increasing cash flow
• Preserving net worth

Experience our client-focused approach

We believe that proactive, personalized planning is the key to helping you navigate your tax liabilities and identify new opportunities for savings. Our tax professionals have a deep understanding of federal and state tax laws and provide a wide array of services that cover every aspect of your business and personal finances.

Whether you’re pursuing a new tax credit, restructuring your business, expanding your company overseas, or looking to maintain your personal wealth, we can help you evaluate your options and make informed decisions.

Tax services

• Business structure:
  • Affordable Care Act (ACA) reporting and compliance
  • Business formation and entity selection
  • Succession planning
  • Transaction tax, including lease versus buy analyses, merger and acquisition consulting, and sales and liquidation
• Business tax planning and compliance
• Credits and Incentives
• Exempt tax
  • CLA 990 Exchange
  • Financial Scan benchmarking
  • Sales and use tax refund studies
  • Unrelated Business Income (UBI) planning
• Federal tax strategies, credits, and incentives
  • Financial modeling for tax credit projects
  • Fixed asset study
  • Historic Rehabilitation Tax Credit
  • New Markets tax credit
  • Opportunity Zones
  • Pension Plan Startup tax credit
  • Real estate cost analysis and cost segregation studies
  • Repairs and maintenance studies
  • Research and Development (R&D) tax credit
  • Section 179D: Energy Efficient Commercial Building Deduction
  • Section 199: Domestic Production Activities Deduction (DPAD)
  • Section 45L: Energy Efficient Home Credit
  • Tangible property regulations review
  • Work Opportunity Tax Credit (WOTC)
• IC-DISC (interest charge domestic international sales corporation) export tax incentive
• Individual tax
• International tax
• Private client tax
• Representation before the IRS
• State and local tax (SALT)
• Stock option and restricted stock planning
• Tax education for CPAs and agribusiness tax education for professional advisors 
• Transfer pricing

Merger and acquisition, wealth management, and investment planning services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.