Avoid Surprises and Protect Your Bottom Line

In the face of an ever-changing tax code, tax planning, whether business or personal, can be a daunting task. Since taxes are an integral component of cash flow, planning must be comprehensive to minimize surprises.

At CBIZ Tofias, we understand that protecting your assets is vital. That's why we offer tax solutions proven to both minimize tax liabilities and optimize tax advantages. Our team of seasoned professionals will decipher and simplify the tax code for you so you'll understand precisely how it impacts your tax requirement.

With CBIZ Tofias on your team, you can feel confident that you're making the best tax decisions for your business and your future.

Tax Services include:

• General tax consulting and planning services
• Tax compliance and return preparation
• Effective tax rate consulting and ASC 740 (formerly FAS 109) assistance
• State tax planning
• Net operating loss (Section 382) documentation and planning
• Merger and acquisition consulting
• Tax accounting methods planning
• Tax controversy management
• Research tax credit analysis
• Stock basis studies/Earnings & Profits studies
• Cost Segregation Services

Take a look at some of the planning and consulting successes we have achieved for our clients:

• We worked closely with a distribution company to reorganize its corporate structure and to plan the sale of the company in a way designed to maximize post-sale wealth retention for the owners.
• We assisted a high-net-worth family in establishing a family office, as well as in coordinating the activities of family members' various advisors with the goal of planning multigenerational transfers and other tax-related matters.
• We helped a real estate client save $1.2 million present-value dollars by completing a cost-segregation study which examined improvements made to a shopping center.