Business Tax Solutions

Business Tax Solutions.

Our Business Tax Practice specializes in high-impact tax strategy areas: Employee Retention Credits, R&D Tax Credits, State & Local Tax optimization, and Business Tax Credits & Incentives. We identify unclaimed credits, quantify tax savings, and implement defensible strategies that directly improve your bottom line.

Our Focus Areas

R&D Tax Credit Services

Evaluate R&D credit qualification, substantiation adequacy, and audit defensibility under heightened IRS scrutiny. Quantify recapture liability and claim exposure to establish credit reliability for deal economics and working capital impact.

State & Local Tax (SALT) Services

Assess multi-jurisdiction compliance, nexus exposure, and contingent liability quantification by audit risk ranking. Surface post-acquisition tax optimization and structure deal protection mechanisms impacting working capital reserves.

ERC Audit & Controversy Services

Evaluate ERC substantiation, methodology defensibility, and IRS repayment exposure with probability-weighted outcome modeling. Determine claim defensibility and establish contingent liability reserves protecting against adverse IRS positions.

Business Tax Credits & Incentives

Identify unclaimed credits and quantify audit exposure under current IRS enforcement priorities. Determine credit reliability for purchase pricing and working capital adjustments while uncovering seller-held opportunities.

Employment Tax Advisory Services

Assess wage classification accuracy, back-tax exposure, and Section 530 safe harbor eligibility across multiple years. Identify material contingent liabilities in contractor and compensation structures protecting against post-acquisition exposure.

Tax Planning & Preparation

 

Develop post-acquisition tax strategies optimizing entity structure, timing, and integration while ensuring accurate return preparation. Structure transactions to minimize tax leakage and position target companies for seamless ownership transition and compliance.

Ready to Get Started?

Accurate Bookkeeping: Maintain precise records

Accurate bookkeeping ensures your financial records are precise, up-to-date, and compliant. It helps track income, expenses, and financial health, making tax preparation and financial planning easier. Maintain clarity and confidence in your business operations with meticulous record-keeping and professional support.

M&A Consultant
M&A Consultant

Accurate Bookkeeping: Maintain precise records

Accurate bookkeeping ensures your financial records are precise, up-to-date, and compliant. It helps track income, expenses, and financial health, making tax preparation and financial planning easier. Maintain clarity and confidence in your business operations with meticulous record-keeping and professional support.

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Tax Preparation: Ensure compliance & optimize liabilities.

Tax preparation guarantees your compliance with regulations while optimizing tax liabilities. Expert assistance ensures accurate filings, maximizes deductions, and minimizes errors. Stay ahead with strategic planning and professional guidance to effectively manage your tax responsibilities and enhance your financial well-being.

Financial Reporting: Clear, detailed insights

Financial reporting provides clear, detailed insights into your business's financial performance. Accurate reports help in making informed decisions, tracking progress, and planning for growth. Ensure transparency and accountability with comprehensive financial statements and expert analysis.

OConnell-Advisory-Group
OConnell-Advisory-Group

Financial Reporting: Clear, detailed insights

Financial reporting provides clear, detailed insights into your business's financial performance. Accurate reports help in making informed decisions, tracking progress, and planning for growth. Ensure transparency and accountability with comprehensive financial statements and expert analysis.

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Payroll Management: Efficient payroll processing

Payroll management ensures efficient payroll processing, accurate calculations, and timely disbursements. It helps maintain compliance with regulations, reduces errors, and improves employee satisfaction. Streamline your payroll operations with expert support for a smooth and hassle-free experience.

Accounts Receivable/Payable: Cash flow management

Accounts receivable/payable management ensures effective cash flow by tracking incoming and outgoing payments. It helps maintain liquidity, reduce errors, and improve financial stability. Optimize your business operations with accurate record-keeping and timely processing of invoices and payments.

Valuation Services
Valuation Services

Accounts Receivable/Payable: Cash flow management

Accounts receivable/payable management ensures effective cash flow by tracking incoming and outgoing payments. It helps maintain liquidity, reduce errors, and improve financial stability. Optimize your business operations with accurate record-keeping and timely processing of invoices and payments.

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Expense Tracking: Monitor and control expenses

Expense tracking helps you monitor and control expenses, ensuring efficient use of resources. It provides clear insights into spending patterns, identifies areas for cost reduction, and improves budgeting. Keep your finances in check with accurate and detailed expense management.

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