Consulting Services

Overview

Our firm offers a variety of consulting services to optimize clients’ success. By integrating clients’ needs and concerns, we provide management options to help them make the right decisions. We assist clients in maximizing emerging business opportunities to compete more effectively in their market.

Sales and Local Tax Planning

Multistate businesses consistently need to reassess multistate business activities to minimize state, use and sales, and property tax burdens. We assist clients with complex multi-state business activities and advise them on restructuring business attributes to minimize or eliminate nexus in some states. We also offer settlement services regarding tax controversies.

E-Commerce / Internet Domain and Server Location Issues

E-commerce offers companies fast and inexpensive ways to advertise their product and take sales orders at any hour. E-commerce also helps companies reduce their overhead by centralizing inventory, facilities, and personnel, and provide up-to-date sales and product information. We can assist clients with respect to the tax implications associated with electronic commerce both in business-to-business and business-to-consumer contexts.

Business Valuations

Tax authorities continue to focus on business valuations of closely held companies, partnerships, employee stock ownership plans, incentive stock options, goodwill, and other tangible and intangible properties. We perform these engagements on a confidential basis for stakeholders and their professional advisors. We are dedicated to delivering reliable, understandable, and creditable appraisals to our clients in a cost-effective and timely manner by adhering to high ethical standards, maintaining independence and preserving integrity.

Financial Forecasts and Budgeting Analysis

A business needs to achieve its objectives, valuation targets and earning benchmarks so that it effectively leads to profitability. We help forecast and evaluate clients’ business financial condition, estimate financing requirements, and track cash flows. We also perform in-depth analysis of our clients’ industry and market conditions, competition, geographic location, and other internal and external factors that can affect expected results.

Investment in Real Estate

Due to the current worldwide economic and political climate, managing U.S. real estate investment is challenging task. As accounting rules and tax laws in both the U.S. and foreign countries change, the return on investment becomes difficult to calculate.

Our experiences enable us to assist our clients in planning and tax strategies for investment, purchase, sale, rental, and development. Also, we can assist them in creating limited liability companies, limited partnerships, real estate joint ventures and other forms of real estate tax-saving strategies. Evaluation and planning for IRC 1031 deferred like-kind exchanges of real property is one of our specialties.

For foreign investors, we assist in selecting an investment structure that is synonymous with their goals and objectives, which includes providing consultation as to which structure will allow them the greatest freedom with cash movement and the offsetting of income/losses between investments.

Investment from venture capital

A business needs to disclose various financial reports as well as its business plan in order to obtain investments from venture capital firms. Also, strategic negotiation techniques in preparation for the meetings with venture capital firms are a must. We can assist our clients in preparing effective financial reports and business plans including extensive market and industry analysis to identify clients’ marketability and growth potential. We also provide consultation on creating a good business model, which venture capital firms utilize to assess the feasibility of investment.

Emerging Markets in Developing Countries

Emerging markets in many developing countries hold great opportunities for business growth and investors. Many companies are already expanding their revenue base by tapping into new customers, investor markets and human capital. However, a company must be well-prepared due to complex legal, regulatory, and business cultural differences. We can assist in analyzing the business potential of a new market and guide companies successfully into this still unfamiliar emerging market. We offer a wide range of services from setting up a branch to acquiring a company in developing countries.