Tax Planning & Preparation

Maximize Tax Incentives and Minimize Liabilities

Taxes are a critical factor in every decision—whether you’re considering an acquisition, expanding your team, taking distributions, or just about any business activity.

If you’re serious about minimizing your tax liabilities, you need an expert in your corner who is well aware of the most up-to-date incentives. They also need to have a deep understanding of your business and its objectives.

At JAG, our passion for solving clients’ problems drives us to approach each situation with a critical and investigative mindset, identifying all the options that will optimize your tax position while moving you closer to that end goal—whether it’s growth, profitability or sale of a business.

We provide sophisticated tax advice for middle-market business owners in the following areas:

  • Entity selection and structure
  • Tax planning and strategy
  • Federal, state and local tax return preparation
  • Year-end income tax analysis for financial reporting purposes, as required by ASC 740 (formerly FAS 109/FIN48)
  • Mergers and acquisitions transaction strategy

Industry Experience and Insight

Our years of experience providing sophisticated tax planning for middle-market businesses means that we know the terrain and can help you look down the road to consider the tax implications of all your business and personal decisions.

Tax and Financial Case Study For Entrepreneurial Business Owners:

How Entrepreneurs Can Save Thousands Per Year in Taxes Without Being Held Hostage By Their Accountant...

-Find out the exact questions you need to ask your CPA or tax preparer about your tax situation. Guaranteed to produce results.

-Break false beliefs about who can benefit from tax planning and start saving today.

-How to hold your accountant accountable when they shrug off your suggestions about tax strategies.

Our Difference

Tax Planning

Assuming your CPA that prepares your taxes is also doing your tax planning is a big mistake. The majority of CPAs that prepare taxes do not do tax planning. We’ve invested thousands of hours and dollars in tax planning training and materials from experts across the country. Because of this, we’ve generated thousands of dollars of savings for our clients. See our tax planning training with actual case studies here

CFO Services

When it comes to CFO services, our objective is not playing around with numbers, it’s to effect real change and financial results. By increasing financial awareness, setting goals, and providing actionable information, we’re able to help management and ownership effect real results and business outcomes.

Commercial & Non-Profit Audits

As your business grows, securing financing becomes an issue at some point. Whether it’s non-profit compliance or commercial financing, audited, reviewed, or compiled financial statements becomes a need. Our firm specializes in these services with a proven track record of delivery and customer satisfaction.

Other Industries We Serve

We serve a variety of different industries. Are you ready to find out how we can serve you?










%d bloggers like this: