Planning

Thinking of owning your own business? Contemplating a change from a proprietorship to an LLC or S-Corp? Not sure which entity you need or how to restructure it?

It is difficult to achieve your goals without a good road map for how to reach them. At PKC Kuebler, we view tax planning as a way for business owners and individuals to make well-informed decisions while minimizing unfavorable surprises. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

• Strategic tax planning
• Transaction (merger and acquisition) tax analysis
• Entity formation planning
• International tax planning (inbound and outbound investments)
• Estate and gift tax planning
• Succession planning

Compliance

Today’s tax laws are so complicated that filing even a relatively simple return can be confusing; it is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there is no substitute for the assistance of an experienced tax professional.

The backbone of the PKC Kuebler tax department is providing complete and accurate returns. This includes ensuring the proper federal and state forms have been completed and filed in a timely manner. We make it a priority to enhance our understanding of the current tax code and new tax regulations by attending frequent tax seminars.

• Federal income tax returns
• California and multi-state income and franchise tax returns
• Financial accounting for income taxes (ASC 740) compliance
• Trust, estate and gift tax returns
• Amended returns and carryback claims
• Business personal property tax returns
• Tax authority defense
• Election campaign filings

Consulting

PKC Kuebler tax department personnel helps business owners build their companies, not just comply with tax laws. We proactively look for opportunities for clients to minimize their tax burden. Remember, we work for you, not for the IRS. Many of our clients realize savings representing multiples of our fees in the form of reduced tax liability through careful planning and legitimate tax strategies.

• Cost segregation studies
• Research and development tax credits
• Analysis and documentation of uncertain tax positions (GAAP financial reporting)