Tax Compliance Services

Essential Advice

Successful tax planning is an inseparable part of business and investment planning that must be managed year-round. That’s why we integrate tax planning services into our overall role as financial advisors. We work with you to develop a comprehensive tax plan tailored to your needs, and review the plan throughout the year to both alert you to new opportunities and to ensure that the plan continues to meet your short and long-term goals.

By working proactively on tax planning and tax analysis, we can help you meet your after-tax objectives. ParenteBeard’s frequent client alerts and newsletters will keep you informed about significant tax developments. Through our world-wide affiliation with Baker Tilly International, we can also help with international tax planning – an increasingly important service in the global business world.

Our experienced tax planning and compliance team provides a comprehensive package of services to a broad range of public and private companies. Working in tandem with our clients, we provide the knowledge, commitment, resources and total-enterprise perspective to help business owners and corporate leaders achieve their goals. Our clients value our attention to detail, personalized service, and proven expertise in the complex world of taxes.

Tax Planning and Compliance Services:

  • Federal tax
  • State and local tax
  • Multi-state income, franchise tax and nexus planning
  • Estate, gift and trust tax
  • Sales and use tax
  • International tax
  • Research and development studies
  • Mergers, acquisitions and reorganization
  • Tax credits and incentives
  • Captive common carrier/transportation company
  • Entity structuring

Tax Controversies – Federal, state and local

Cost Segregation Depreciation Studies

Estate, Gift and Trust Tax Planning

  • Basic planning
    • Unified credit trust
    • Marital trust
    • Property ownership division
    • Qualified terminable interest
    • Trusts
  • Complex planning
    • Split interest trusts
    • Charitable giving techniques
    • Family limited partnerships
    • Business succession planning
    • Buy/sell agreements

Joseph C. O’Neill
One Liberty Place
1650 Market Street, Ste. 4500
Philadelphia, PA 19103-7341
Phone: 215.972.0701
Fax: 215.563.4925