Tax Planning/Compliance

With the current federal and state tax environment in a near constant state of flux, discerning the impact of recent and proposed tax hikes is frustrating and confusing for business owners and individuals alike. BPS helps clients separate fact from fiction, and assists in developing meaningful strategies to minimize one’s overall tax burden.

BPS works with corporations, privately held businesses and their owners, as well as wealthy families and individuals on tax preparation and with developing federal, state, and local tax planning strategies as well as ensure compliance with current tax laws. We stay abreast of new developments in tax laws, educating clients on these changes and advising you on ways to use the changes to your advantage rather than detriment.

We provide tax planning strategies on matters such as:

  • Acquisitions and divestitures
  • Business succession planning
  • Estate and gift taxes
  • Fringe benefits
  • Management compensation packages
  • Reorganizations
  • Retirement plans
  • Tax credits 

Our multi-disciplinary tax planning team has exceptional depth and experience. Four of our shareholders are former senior managers of “Big Four” accounting firms; one shareholder also served with the Internal Revenue Service. Several shareholders and advisors are nationally recognized in their areas of practice. All undergo continuous professional education to always operate at the forefront of the industry and national and state issues.

Have questions about Tax Planning and Compliance services? Contact BPS now.


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