Tax & Strategy
Planning
Tax Planning & Strategy
Strategic planning to minimize tax liability across federal, state, and local levels.
Our Approach
We build tax plans that grow with you. Every strategy is engineered for manufacturers and built around:
R&D tax credit optimization
R&D tax credit optimization
We help manufacturing companies identify, document, and maximize R&D tax credits for product development, process improvements, and innovation activities that drive real business value.
R&D Tax Credits
Innovation Activities
Section 179 & bonus depreciation strategy
Section 179 & bonus depreciation strategy
Strategic use of Section 179 and bonus depreciation to accelerate equipment write-offs, improving cash flow and reducing tax liability for manufacturing and service businesses.
Section 179
Bonus Depreciation
Multi-state & nexus tax planning
Multi-state & nexus tax planning
Comprehensive multi-state tax planning to identify nexus requirements, minimize exposure, and ensure compliance across all jurisdictions where your business operates.
Multi-State Planning
Nexus Compliance
Entity structure and ownership planning
Entity structure and ownership planning
Strategic entity structure design that aligns with your growth plans, exit strategy, and tax optimization goals while maintaining operational flexibility and legal protection.
Entity Structure
Ownership Planning
Ongoing tax impact forecasting
Ongoing tax impact forecasting
Advanced tax forecasting and cash flow planning to eliminate surprises, optimize quarterly payments, and ensure you have the right resources at the right time.
Tax Forecasting
Cash Flow Planning
Annual tax planning sessions
Annual tax planning sessions
Strategic year-end tax planning to maximize deductions, optimize timing, and implement last-minute strategies that can significantly impact your annual tax liability.
Year-End Planning
Tax Strategy Implementation
We don't chase loopholes. We engineer long-term tax efficiency. Our manufacturing clients gain thousands in tax savings annually—backed by deep technical expertise and proactive outreach.
12% tax reduction for a medical equipment client during expansion.
Client testimonial to slot here. Real results from strategic tax planning that helped our medical equipment client save significantly during their expansion phase.