Business Tax Planning and Consulting Services

Business Tax Planning and Consulting Services

The meat-and-potatoes of any CPA practice, tax planning and consulting is no less important to us. We have a strong history of providing tax consulting services to clients of all sizes and at all stages of their business lifecycle.

Our client-first approach focuses on finding the right solutions for your unique issues. To that end, we go out of our way to educate our clients on the risk profile of planning opportunities; it is our policy to never put a client or our firm in a position that could result in penalty.

Specific examples of services we offer in this area include:

  • Accounting method reviews
  • Research and development tax credits
  • Other credits and incentives
  • International tax planning and consulting
  • State and local tax planning and consulting
  • Acquisition and divestiture tax planning
  • Partnership basis elections
  • Partnership operating agreement review and planning
  • Earnings and Profit analysis
  • Section 382 net operating loss reviews and planning
  • Stock compensation planning

Contact FML

Lisa (LaSaracina) Willauer, CPA

Founding Partner, Tax & Advisory Services

Angel Li, CPA

Partner, Tax & Advisory Services

Bill Claffey, Esq.

Partner, Tax Services

Vinny Fanelli, CPA

Manager, Tax Services

James Goldkamp, CPA

Manager, Tax Services