Customized tax planning strategies for complex scenarios
Make informed decisions with proactive and tailored tax planning. CLA can evaluate complex situations in the scope of your business and industry to help you discover tax alternatives and opportunities.
We’re committed to addressing what matters most to you:
- Keeping up to date on tax law changes
- Structuring transactions to reduce adverse tax implications
- Meeting intricate filing requirements and technical restrictions
- Taking advantage of allowable tax credits
- Leveraging opportunities from recent court decisions and interpretive rulings
- Obtaining favorable results when dealing with the IRS
- Recognizing retroactive opportunities to generate refunds or carryforwards
Experience our client-focused approach
CLA is committed to providing industry-specialized tax services to fit your distinct business challenges and opportunities. We can serve as your go-to resource on the latest tax incentives — whether it’s Section 199A, the R&D Tax Credit, or LIFO inventory — and help you strategically apply them to your situation.
Our tax advisors understand the complexities of the Internal Revenue Code, related IRS regulations, and judiciary interpretations. Additionally, we have professionals who specialize in IRS representation and can assist with controversial matters — even if an IRS audit is already in progress.
Business tax planning and compliance services
- Accounting for Income Taxes
- Business structure:
- Business formation and entity selection
- Succession planning
- Transaction tax, including lease versus buy analyses, merger and acquisition consulting, and sales and liquidation
- Federal tax strategies, credits, and incentives:
- Fixed asset study
- Opportunity Zones
- Real estate cost analysis and cost segregation studies
- Repairs and maintenance studies
- Research and Development (R&D) Tax Credit
- Section 45L: Energy Efficient Home Tax Credit
- Section 179D: Energy Efficient Commercial Building Deduction
- Section 199A
- Section 1031 like-kind exchanges and Delaware Statutory Trusts (DSTs)
- Work Opportunity Tax Credit (WOTC)
- IC-DISC export incentive
- Individual tax
- International tax
- Representation before the IRS
- State and local tax (SALT)
- Stock option and restricted stock planning
- Tax return and amended return preparation
- Transfer pricing