Tax Planning and Compliance

Compliance with Federal, State, and local tax requirements continues to be a challenge for businesses and individuals. At Excelsis Accounting Group, we have the experience and resources needed to work with various complicated tax issues. Furthermore, we provide the most advantageous tax planning strategies appropriate for your unique situation.

Our Team of qualified CPAs and accountants is prepared to assist clients with all aspects of tax planning and compliance, tax preparation, multi-state taxes, international taxes, and more. With our guidance, you will be informed about the tax implications before making important decisions.

Tax Services

Regardless of your industry, the right tax strategy is critical to your organization’s bottom line. Maintaining corporate tax compliance and effective tax planning is a multi-layered effort. You need a firm to guide you through the complexity of corporate tax deductions and corporate tax due diligence for your company. We offer a variety of tax planning and compliance services including:

Choice of business entity planning
Mergers and acquisitions planning and due diligence
Corporate dispositions and spin-offs
Corporate restructurings
Federal tax planning and compliance
Guidance on reporting requirements and procedures
State and local tax planning and compliance
Accounting for income taxes assistance
Tax treaty planning
Transfer pricing consulting and documentation
International tax compliance and planning
International assignees’ tax planning and compliance

High Net Worth Individuals

As a high net worth individual it’s important that you don’t miss opportunities to implement the most advantageous tax planning strategies that are appropriate for your unique situation. A wide array of strategic tax planning solutions can be utilized for investments and transactions, including those relating to securities, real estate, stock options and sales of significant assets.

We understand the importance of maximizing the transfer of wealth to future generations through estate, gift, and trust tax planning. Whether you’re a business owner, entrepreneur, executive, or high net worth family—a customized, well-coordinated plan will set you on the right track to achieve your financial objectives.

As tax laws continue to change, it is more important than ever to work with a proactive professional who provides personalized solutions and collaborates with your team of advisors. We partner with clients to understand and anticipate their needs, informing them of opportunities that can benefit their situation. We take pride in building discreet, individualized, and long-term relationships with our clients.

Our many years of experience working with high net worth individuals well equips us to establish a strategy to evaluate your situation and plan for your future. Our tax services for High Net Worth Individuals include:

Tax preparation, planning, and compliance
Individual & Fiduciary Tax
Business Tax