Business Tax Planning

Experience You Need. Results You Expect. Exceeds expectations

Business Attorney & CPA for Your Tax Strategies

Taxation can whittle away at profits, put business owners in trouble with the IRS or cause business deals to fall apart. Reiss and Lamar take a comprehensive and proactive approach in tax strategies and business transactions to help minimize the tax bite and risk of IRS or state tax audits. From a type of business formation to business contracts or succession planning we anticipate tax implications and offer strategies for minimizing taxes of all sorts, including income and estate taxes. 

Our lawyers and CPA provide tax planning services to individuals and businesses ranging from small and mid-size, startups and larger companies.  Whatever your individual or business financial situation is, our goal is to maximize your tax savings while complying with state and federal tax requirements. Our team stays up to date on newly passed legislation in order to identify new opportunities for tax savings.

Our dual Tax Attorney and CPA team help taxpayers and business owners plan for maximum tax benefits and avoid issues. Our expertise in tax law and years of experience position us to provide our clients the tax plan that is right for them.

The following are examples of tax planning services we provide clients:

  • R&D credits and capitalization
  • Advice on international structures
  • “Audit-proofing” tax returns
  • Taking account of taxes in cash flow management
  • Employee compensation and incentive plans
  • Retirement plans
  • Management of reporting requirements and due dates
  • AML Compliance
  • Lease vs purchase analysis