Successful tax planning is an inseparable part of business and investment planning that must be managed year-round. That’s why we integrate tax planning services into our overall role as your business advisor. We work with you to develop a comprehensive tax plan tailored to your needs, and review the plan throughout the year to both alert you to new opportunities and to help ensure that the plan continues to meet your short and long-term goals.
Our experienced tax planning and compliance team provides a comprehensive package of services to a broad range of private businesses in many industries. Working with you, we provide the knowledge, commitment, and resources to help you achieve your goals. You will value our attention to detail, personalized service, and proven expertise in the complex world of taxes.
Compliance issues are the foundation of most everything else we do. We can not only make sure your taxes are filed on time and accurately, but help with making proper elections and cutting through the quagmire that tax law can appear to be.
Tax planning lets you control, to the greatest extent possible within the law and your unique financial position, what to expect when tax time rolls around. Our talented team can see opportunities to minimize your tax burden by planning the timing of execution of transactions, structuring special transactions to best take advantage of opportunities available, and staying abreast of new developments.
We represent businesses and individuals in disputes with the IRS and various state or local taxing authorities. These disputes may include tax notices, tax examinations, or the appeal positions taken by the government.
As your representative, we will ensure that the IRS and other taxing authorities follow the rules and proper procedures when dealing with you. We will also help guard your rights as a taxpayer.
Tax examinations and notices can be difficult and time consuming, requiring gathering of information, coordination and due diligence to guarantee your rights are protected and preserved. We will review the issues, assist you all the way through the process and take the action that is appropriate for your situation.Representation Before Taxing Authorities
If you have constructed, bought, expanded or remodeled real estate, we can help you increase your cash flow by reducing your current taxable income. A cost segregation study is a strategic analysis that allows companies to accelerate their depreciation-related tax deductions. Generally, real estate loses its value, for tax purposes, over either 27 or 39 years; however, equipment and land improvements are depreciated over 5 to 15 years, meaning you can receive tax deductions sooner. A cost segregation study identifies equipment and equipment-related costs and land improvements that are depreciated over this shorter time period. You can enjoy tax deductions right now that you would otherwise have to wait years to receive.
We perform cost segregation studies for all types of industries, from apartment buildings and hotels to manufacturing facilities. Our sole focus is on maximizing the legitimate benefits available to you.
Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
The holiday season is already in full swing, and as much as it can be a welcome distraction can be from our everyday lives, that distraction can cause its own issues as well.
We’ve noticed, here at SGA, an increased number of instances of scam emails and voicemail schemes lately. The scammers are trying to catch you off guard and get you to react in a way that you might...
The IRS requires you to keep your records that support an item of income or deduction on a return until the period of limitations for that returns runs out. The period of limitations is the period of time in which you can amend your return to claim a credit or refund, or the IRS can assess additional tax.
Period of Limitations: