Business Tax Services

Business Tax Services Built for Growth

Effective tax advice is about more than the technicalities. It’s about understanding the specifics of your business, your industry, and your goals. We believe proactive tax planning comes from staying informed on both sides: we keep up with the evolving tax landscape while staying close to the changes within your business. That two-way communication allows us to develop and execute strategies that reduce liabilities, uncover opportunities, and position your business for sustainable growth.

Our tax professionals don’t just prepare returns, they create forward-looking strategies that connect compliance with big-picture objectives. We help you navigate complexity confidently, so your organization can move faster and make smarter financial decisions all year long.

Business Tax Services We Offer

Tax Incentives & Credits

Maximizing business savings

Stay up to date with state and federal credits and incentives in your industry to optimize your business’s tax strategy.

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Compensation & Benefits

Minimizing business tax obligations

Navigate the complexities of employee benefits, executive compensation, and payroll taxes to minimize your tax bill.

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Tax Transaction Services

Navigating complex business transactions

Facilitate deals seamlessly, ensuring you’re equipped to make the most out of every opportunity.

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State & Local Tax

Simplifying state and local compliance

Receive comprehensive support to ensure you are meeting your state’s laws while optimizing your tax strategy.

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International Tax

Support for global businesses

Assist multinational businesses with navigating global tax complexities, including transfer pricing, foreign tax credits, and cross-border transactions.

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Tax Advisory and Structuring

Strategic tax advisory and restructuring services are essential for businesses seeking to optimize their tax position and plan for future growth. Our team provides guidance on formation, structure, and long-term planning to support your objectives, including:

Business formation and entity selection
Structure simplification
Succession planning
Cash flow modeling
Tax deferral strategies
Section 1031 like-kind exchange
Section 199A planning
Section 1202 eligibility analysis

These services help businesses reduce tax liabilities, improve cash flow, and ensure compliance with complex tax regulations. By leveraging our expertise, your organization can position itself for sustainable success and growth.

Business Tax Advisors That Provide Advice Tailored to Your Business

You didn’t build your business look like everyone else’s, so why settle for a one-size-fits-all tax strategy? Your tax advisor should understand your mission, structure, and industry, and design solutions that reflect them.

No matter your industry, Mowery & Schoenfeld takes a highly personalized approach to every engagement. Our consultants invest time to understand your full financial picture, ownership dynamics, and future plans. That insight allows us to balance compliance with creative, forward-thinking tax solutions.

Our integrated approach means we consider the tax positions of all stakeholders — business, ownership, and individuals — so strategies work cohesively across your financial ecosystem. The result: compliance and peace of mind today, with minimized tax exposure and optimized outcomes for the future.

A High-Touch Approach to Business Tax Services

The best time to engage your tax advisor isn’t at year-end — it’s before major decisions are made. Early involvement lets us plan around transactions, incentives, and structural choices that impact your total tax position.

Our straightforward onboarding process includes:

Discovery meeting: We learn about your business, structure, and goals.
Document review: We analyze prior tax returns, financial statements, and organizational documents.
Engagement and timeline planning: You receive a detailed scope, engagement letter, and project plan.
Implementation: We collaborate with your team to deliver practical, actionable strategies.

With many firms, your accountant only reaches out once a year. But we believe collaboration should happen year-round, and we view every engagement as a long-term partnership, not just a transaction. Through consistent communication, industry specialization, integrated services, and transparency, our goal is to equip your leadership team with timely insights, relevant data, and the confidence to make informed decisions.