Trusted Financial & Tax Advisory for U.S. Companies

Mid-sized companies have several tax strategies available, including R&D tax credits, cost segregation studies, entity structure optimization, state and local tax planning, and international tax strategies if applicable. The best approach depends on your specific industry, business model, and growth stage. Our advisors can help identify the most beneficial strategies for your situation.

State tax systems vary significantly across the U.S. Some states like Texas, Nevada, and Wyoming have no corporate income tax, while others like California and New York have rates exceeding 8%. States also differ in their treatment of sales tax, property tax, and specialized industry taxes. Multi-state businesses must navigate nexus rules, apportionment formulas, and varying compliance requirements. Our team specializes in optimizing tax strategies across state lines.

Yes, we provide comprehensive support for international companies establishing operations in the U.S. Our services include entity selection and formation, tax structure optimization, transfer pricing strategies, repatriation planning, and compliance with federal and state tax requirements. We also assist with navigating tax treaties, permanent establishment considerations, and other international tax matters specific to your home country.

Companies should conduct a comprehensive tax strategy review at least annually, ideally before year-end planning begins. Additionally, significant business events such as expansion, acquisition, new product launches, or changes in ownership structure should trigger a tax strategy review. Tax laws and regulations also change frequently, so staying current is essential for optimization and compliance.

Our firm distinguishes itself through industry-specific expertise, a proactive advisory approach, and integrated tax and financial services. Unlike many firms that focus solely on compliance, we emphasize forward-looking strategies that align with your business goals. Our advisors have deep experience in specific industries, allowing for more targeted and effective solutions. We also maintain a favorable client-to-advisor ratio to ensure personalized attention and responsive service.