Making Better Decisions Through Tax Strategy
Taxes are a critical factor in every decision—whether you’re considering an acquisition, expanding your team, taking distributions, or just about any business activity. Planning for those tax implications requires up-to-date knowledge of all available tax incentives, as well as a deep understanding of the business’ ultimate objectives.
At SPM&Co, our passion for solving clients’ problems drives us to approach each situation with a critical and investigative mindset, identifying all the options that will optimize your tax position while moving you closer to that end goal—whether it’s growth, profitability or sale of a business.
We provide sophisticated tax advice for closely held business owners in the following areas:
- Entity selection and structure
- Tax planning and strategy
- Federal, state and local tax return preparation
- Mergers and acquisitions transaction strategy
- Growth and profitability strategy
Industry Experience and Insight
Our experience providing sophisticated tax planning for closely held businesses means that we know the terrain and can help you look down the road to consider the tax implications of all of your business and personal decisions.
That vision and insight requires in-depth understanding of the industries we serve. You can rest assured that SPM&Co will identify the most relevant opportunities to minimize your tax liability.
Simplifying Tax Preparation
Complexity is a given for successful business owners. When you’re juggling competitive pressures, operational challenges and capital constraints, you don’t need tax preparation headaches added to the list.
With decades of significant and relevant experience preparing federal, state and local tax returns for closely held corporations and partnerships, the tax accountants of SPM&Co embrace complicated situations. From income and excise tax to corporate restructurings to M&A activities, we will keep you in compliance with all laws and regulations while also identifying all available industry-specific incentives and credits.
Driven to Deliver Results
We are driven to minimize your tax liability, because we take your business as seriously as you do. We also believe that collaboration helps us achieve a better solution. That’s why we work closely with you and our accounting team members to make sure that everyone is aware of any pertinent developments that might affect your company’s tax position.
When you trust SPM&Co with your business tax preparation services, you can rest assured that your bases are covered. Our tax advisors bring a thorough, strategic approach to all types of tax issues, including:
- Federal income tax
- State and local tax (SALT)
- Sales and use tax
- Change in ownership analysis (Section 382)
- Net operating losses (NOLs)
- Transaction structuring