Tax Planning
& Strategy
Our Approach
We build tax plans that grow with you. Every strategy is engineered for manufacturers and built around:
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.
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.
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.
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.
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.
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.
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.