High-growth technology firms burn significant capital developing intellectual property. We specialize in capturing federal and state R&D Tax Credits under IRC Section 41 that offset payroll FICA taxes up to $500,000 annually�even for pre-revenue startups.
Reclaim software developer wages directly against quarterly Form 941 payroll taxes.
Structure C-Corp equity to ensure up to M in federal capital gains tax exemption upon exit.
Physicians, dentists, and surgical clinics operate in high marginal income tax brackets. We restructure independent medical practices into tax-optimized S-Corps or PLLCs to legally reduce self-employment taxes while maximizing defined benefit retirement contributions.
Save ,000+ annually in Medicare and Social Security taxes via reasonable compensation tuning.
Deduct up to 100% of new diagnostic imaging machines, dental lasers, and surgical suites.
Commercial property developers, multifamily syndicate operators, and portfolio landlords require aggressive depreciation strategies. We engineer cost segregation studies and qualify active landlords under Real Estate Professional Status (REPS).
Accelerate 5, 7, and 15-year property depreciation to generate immediate paper losses and cash flow.
Defer 100% of capital gains tax when reinvesting sale proceeds into like-kind real estate.
Main street enterprises, retail franchises, and service contractors require reliable cash flow estimation and state tax compliance. We maximize the Section 199A 20% Qualified Business Income deduction and implement multi-state pass-through entity workarounds.
Ensure your pass-through net income qualifies for the full 20% federal deduction.
Utilize Pass-Through Entity Tax elections to bypass the ,000 federal SALT cap legally.
Wealth managers, private equity partners, and independent advisory firms require specialized tax structuring. We structure carried interest allocations under IRC Section 1061 and optimize family office multi-entity reporting.
Preserve long-term capital gains tax treatment by navigating 3-year holding period requirements.
Consolidate partnership K-1 allocations and management fee distributions cleanly.
When severe financial discrepancies arise�whether from shareholder disputes, complex corporate restructurings, or intensive IRS examinations�our forensic accounting unit reconstructs transaction histories with surgical precision and provides courtroom-ready expert witness reports.
Deep forensic trace of general ledgers, bank statements, and multi-currency accounts.
Enrolled Agents directly negotiate first-time penalty relief and Offers in Compromise.
