PKF O'Connor Davies Accountants and Advisors
PKF O'Connor Davies Accountants and Advisors

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Tax Services

Tax regulations are constantly changing across local, state, federal and international levels—making it difficult for leaders to stay compliant. Our expertise lifts that burden.

We provide compliance, wealth planning and consulting that protect organizations and leaders alike. Each engagement team member—professional through senior partner—offers broad tax and advisory experience across industries including financial services, real estate, manufacturing, IT, health care and not-for-profits.

What We Offer

  • Tailored tax strategies aligned with business and personal goals
  • Experienced teams supporting corporations, start-ups and not-for-profits
  • Active participation in industry groups to anticipate and address emerging issues cost-effectively

Services

  • Business Tax & Employee Benefit Compliance
  • International Tax, Cross-Border Structuring & M&A
  • FATCA, Foreign Tax Credit Planning & Global Mobility
  • Indirect Tax (Sales & Use)
  • International Desks: Asia, EU, Latin America
  • Offshore Trust & Pre-Immigration Planning
  • Tax Treaty Interpretation & Transfer Pricing
  • Private Client Services, R&D Tax Credit
  • State & Local Tax (SALT), Trust & Estate Planning

Global Expertise

With 19 regional offices and membership in the PKF International network (400+ offices in 150 countries), we deliver tax, audit and advisory expertise worldwide. Clients also benefit from ongoing updates through newsletters and seminars.

Our specialists help you navigate complex tax challenges with confidence—while protecting your business and financial future.