Tax Research and Strategic Planning

At PKF O’Connor Davies, we know that every milestone in our clients’ business or personal life has an impact on their taxes. We are committed to helping our clients define the best strategies for their evolving business and personal circumstances. Our goal is to align ongoing tax obligations and ever-changing tax and compliance regulations with the vision our clients have for their businesses

We work closely with our clients to develop short- and long-term strategies for minimizing tax liabilities and meeting tax obligations. Collaborating with our clients’ network of advisors, we help ensure that these strategies are tailored to their specific circumstances, business life cycle and operating structure. From entrepreneurs launching a new venture to owners of established businesses looking to expand or sell, our experts translate complex tax issues intelligent, actionable plans.

Optimum tax strategies, tailored to the realities of doing business today.

Our Tax Research and Strategic Planning services include:

  • Tax research
  • Tax strategies
  • Tax implications of mergers and acquisitions
  • Business valuations
  • Forensic accounting
  • Business reorganization
  • Risk mitigation planning
  • Sales & Use tax research and compliance
  • Insurance review and recommendations
  • Start-up assistance
  • Estate and retirement planning
  • Internal controls
  • Benchmarking