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Business Tax Consulting & Preparation
Tax Consulting

The tax climate is getting harder every year. Your exposure should not.

An evolving global tax climate, expanding state-level burdens, and renewed federal focus on international payments, reporting, and evasion make U.S. operations more complex each year. We position the business to operate tax-efficiently while meeting every compliance obligation.

THE ENGAGEMENT AT A GLANCE
COMMITMENT
Project, annual, or total tax outsourcing.
TYPICAL TRIGGER
A transaction, a new jurisdiction, or a credit you have not claimed.
WHO LEADS IT
James Crane, CPA, Entrepreneurial and Global Tax Practice.
TRACK RECORD
$50M+ saved for clients in R&D tax credits.
You pay only for what you need, and the expertise is there when the work spikes.
WHEN THIS IS THE RIGHT CALL

Risk related to tax, accounting, and information reporting rises every year.

The review is the starting point. It usually finds something.

01
You are operating, selling, or paying people in states where you have never tested your nexus position.
02
You are approaching a transaction and the tax structure has never been examined.
03
You are running research and development without a credible R&D credit analysis.
04
You have international operations, payments, or ownership and no structure built for them.
WHAT WE OWN

A complete review of the structure, then the work that follows from it.

Planning and compliance in the same hands, so one does not undo the other.

01

Entity and structure review

A complete review of the business entity structure, its tax classification, capital structure, business stage, and exit opportunities.

02

Federal, state, and local

U.S., state, and local income tax obligations, sales tax obligations, and the credit applications available to you.

03

International

International tax and business structure issues, including transfer pricing and structuring for cross-border operations.

04

Credits and savings

Identifying the deductions, credits, and reduction opportunities that have been overlooked in past years.

WHO LEADS IT

James Crane, CPA. Trusted tax expert.

James leads our Entrepreneurial and Global Tax Practice and serves in the CFO role for clients who want ongoing help managing and minimizing taxation. He has saved clients more than $50M in R&D tax credits, and leads our technical accounting work in mergers and acquisitions, equity accounting, revenue recognition, and international tax.

MEET THE LEADERSHIP TEAM →
Our tax work is designed to minimize impact and maximize savings, which starts with finding the deductions and credits you have been leaving behind.
James Crane, CPA · AI Native, Entrepreneurial and Global Tax Services

One call, no charge, and a straight answer on whether we are the right fit.

You will speak with the CFO for your market, not a salesperson. If the answer is no, we will tell you that too.