The Tax Group works with businesses to find the optimal business structure and other approaches to maximize profits and minimize tax liabilities.

• Business tax compliance
• S-Corp, C-Corp, LLC and sole proprietor tax
• Property Tax
• Payroll Tax
• Sales and use tax
• Cash Flow Management
• Identifying best business structure/entity
• Tax consequences and compliance considerations
• Strategic business planning
• Human Capital planning
• Transaction planning and structuring
• Succession planning

The Tax Group works with higher earning individuals and their families to effectively manage their finances and risk management to meet goals and maximize post tax asset accumulation.  We help:

• Bookkeeping
• Payroll
• Bank reconciliations
• Billing and accounts receivable
• Cash flow management
• Spending plans
• Tax planning and preparation
• Consulting and strategic planning
• Retirement Planning

The Tax Group works with PPMT Strategic Group to assist middle market companies with their due diligence, position maintenance and regulatory reporting, as well as closings.

SEC and Public Company Reporting:

• Capital formation
• Initial public offerings
• S1 Registration
• SEC and public company reporting
• Reverse mergers
• SEC consulting
• Mergers and acquisitions
• Dodd Frank Requirements for Financial Institutions