Strategic Business Tax Services

Business Tax Services Built for Growth

Effective tax advice is 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 visibility 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.

CONTACT US

Brandon Potocki >
Tax Partner
Nicole Lindley >
Tax Partner
TJ Van Derpluym >
Tax Partner
Jim Odegard >
Tax Partner

Business Tax Client Onboarding >
Tax Planning Guide >

Business Tax Services We Offer

Reduce tax liabilities, strengthen cash flow, and stay ahead of complex regulations.

Learn more about business tax advisory

Optimize tax outcomes through thoughtful entity structuring and transaction planning.

Learn more about structural planning

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

Learn more about Transaction Tax services

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

Learn more about SALT

Help companies and individuals navigate global tax complexities, including international tax planning and cross-border transactions.

Learn more about International Tax

Evaluate whether your business qualifies for the research & development tax credit.

Learn more about R&D credit

Business Tax Advisory

Proactive tax planning is critical to managing liabilities, preserving cash flow, and supporting long-term business objectives. Our advisors work closely with business owners and leadership teams to identify opportunities, address emerging tax challenges, and align tax strategies with broader financial goals. Services include:

  • Tax deferral strategies
  • Cash flow modeling
  • Succession planning
  • Section 1031 like-kind exchanges
  • Section 1202 eligibility analysis
  • Section 199A planning
  • Benefits strategies
  • Fixed asset reviews

By taking a forward-looking approach, you can uncover tax-saving opportunities, improve financial visibility, and adapt confidently to changing tax regulations.

Structural Planning & Advisory

A well-designed tax structure can create significant value throughout a company’s lifecycle. Whether you’re launching a new entity, simplifying a complex organization, preparing for growth, or evaluating a transaction, our team helps develop structures that support operational and tax efficiency for where your business is today and where you want it to go. Services include:

  • Business formation and entity selection
  • Structure simplification and legal entity rationalization
  • Corporate restructurings and reorganizations
  • F reorganizations
  • Section 338(h)(10) and related tax elections
  • Asset vs. stock acquisition analysis
  • Section 382 studies and limitation analysis
  • Transaction structuring for acquisitions, divestitures, and recapitalizations

Business Tax Advisors That Provide Guidance Tailored to Your Company

You didn’t build your business to 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 sector, Mowery & Schoenfeld takes a highly personalized approach to every engagement. Our CPAs are experts in helping businesses in a variety of industries, including manufacturing, financial services, construction, healthcare, professional services, private equity, search funds, and technology.

We 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:

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

With many firms, your accountant only reaches out once a year. As a top 10 Illinois firm, 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.

Why Professional Business Tax Services Matter

Incorrect or inadequately managed business taxes can create costly challenges for your organization. Tax obligations vary based on your entity structure, operations, locations, and growth strategy, making it essential to have the right guidance in place. Without proactive tax advisory, strategic structuring, transaction planning, state and local tax compliance, international tax oversight, or proper identification of available incentives such as R&D tax credits, businesses may face unnecessary tax liabilities, missed savings opportunities, compliance risks, cash flow disruptions, and increased audit exposure.

Over time, these issues can also make it harder to make confident decisions about growth, transactions, succession, or changes in ownership structure.

Our business tax services help reduce that risk by turning tax from a once-a-year compliance task into an ongoing strategic planning opportunity. With the right advisor, your business can stay ahead of regulatory changes, identify tax-saving strategies earlier, improve cash flow, and make choices with a clearer understanding of the tax impact. Proactive tax planning also helps align your tax position with your broader business vision.

Why Choose Mowery & Schoenfeld

Our combination of personalized service, technical depth, year-round collaboration, and integrated advisory services sets us apart from other firms. As your needs evolve, we connect business tax strategy with broader support in areas such as state and local tax, international tax, transaction advisory, client advisory, outsourced accounting, audit and assurance, turnaround accounting, and wealth management. The result is a responsive, relationship-driven partnership built around your full financial picture.

Get Started with Business Tax Services from Mowery & Schoenfeld

Contact an advisor today.