Managed Tax Services

Specialized services to help clients meet all of their tax compliance and planning needs.

Contact Us Today

 

PRIMARY CONTACTS: Justin C. Steele JDMatthew Werner CPA

In today’s complex business and tax environment, most companies cannot maintain the requisite level of in-house tax expertise necessary to ensure compliance in all tax disciplines and jurisdictions. 

Managed Tax Services provides a strategic opportunity for companies to house those areas of the tax function that are most strategic, while outsourcing those tasks that are prohibitively resource-intensive or too expensive to complete in-house. It’s all about getting the most from limited resources and leveraging your tax resources. We work with our clients to create a tailored, customer-specific plan to address current needs with the flexibility to adapt to new situations. We provide the following services

Managed Tax Services

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Outsourcing/On-Call Assistance

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Income Tax Provisions - ASC 740 and IFRS

case studies

 
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
 
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.

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