Partnered Solutions offers a full array of tax planning services, based on current law and substantial authority. Rather than relying on high-risk planning techniques, we practice proactive audit readiness with potential full-disclosure situations in mind.
Our staff strives to maintain the highest level of technical expertise through a broad spectrum of internal and external training and interactive client assignments. We pride ourselves on being recognized by our clients and colleagues as a premier strategic tax advisory firm.
We’ve seen it all. Our clientele – which stretches throughout North America, from coast to coast – is composed of a diverse group of businesses and their owners. Before developing a strategic plan for any client, we perform a thorough review of their financial and tax situations. Clients receive an on-site visit from a project manager and tax associate, who assess business goals and operating structure, examine revenue services and current tax planning, review old filings, and examine communications from revenue agencies. We’ve also represented clients in matters with tax collection agencies and in other tax defense challenges in the United States.
Our tax professionals have addressed a wide array of issues:
- Income tax planning (federal, state and international)
- Business structure review and recommendations
- Examine the tax consequences of business decisions
- Examine transfer pricing methodologies
- Sales and use tax structuring and representation
- Tax exposure assessments
- Methods of maximizing shareholder value
- Succession planning
- Estate planning
- Tax deferral and avoidance planning
- Employee retention planning
- Employee benefit evaluation and planning
- Asset protection
- Retirement planning
- Business purchase and sale tax minimization structuring
- Tax-advantaged mergers and acquisition structuring
- Insurance structure and sufficiency assessments
- International business planning and structuring
- Implementation planning and assistance
- Negotiation and arbitration representation
- Tax review and submissions support
- Representation in U.S. audit and tax controversies
- Tax defense advisory services and representation in the United States