Tax Compliance & Consulting

We are here for you.

With planning, projections, and structuring, our team helps you plan proactively in order to minimize cash taxes.

We work to ensure compliance today and growth for tomorrow.

We offer a variety of tax compliance and consulting services:

Federal, state, and local tax compliance and consulting for Corporations and flow-through entities

Tax planning and projections

Transactional analysis and tax implications

Personal financial advisory services

 including estate and gift tax and family office consulting

Business structure planning and entity selection

IRS exam guidance and support

State and local income and sales tax nexus studies

Accounting for income taxes, ASC 740, including quarterly and annual public company financial reporting requirements

Research and experimentation tax credit for federal and states

What to expect:

It is our commitment to keep you engaged and informed throughout this process!

Facts:

According to the IRS,
— During the 2022 tax filing season, out of 73 million calls placed to the IRS, only 10% were answered by an IRS employee.
— In 2020, the IRS flagged 5.2 million tax returns as fraudulent.

Frequently Asked Questions:

If I receive a notice from the IRS, what should I do?

I would review and scrutinize the notice because, it is unfortunate to say, but many notices from the IRS are incorrect. Most notices are computer generated, and many notices can be resolved without additional payment of taxes.

If I sell my business, what is my net cash flow after payment of debt and taxes?

This is a common question and one that can dictate whether you accept an offer or not. We have models to compute gain on sale whether a sale of assets or sale of stock. Also, we consider net working capital adjustments, earnout payments and installment sale treatment to determine your net proceeds from a transaction.
  • “I have had an excellent experience with Jeff - smart, efficient, timely and easy to work with. Jeff is always available for questions, providing an informed response. He also works with both of my children now too. He does an excellent job.”

    Suki Skidmore

Questions?

JEFF KUJAWA headshot
Our Tax Compliance & Consulting Leader, Jeff Kujawa, can help! Email him here.
Get Started!
1111 St. Gregory St. - 5th Floor
Cincinnati, OH 45202
(P) 513.752.8350
(F) 513.752.8359
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485 Metro Place South - Ste 400
Dublin, OH 43017
(P) 866.760.0940
(F) 937.291.4120
Directions
2991 Newmark Dr.
Miamisburg, OH 45342
(P) 937.291.4110
(F) 937.291.4120
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