Strategic business tax advisory and structuring services help companies optimize tax positions and support sustainable growth. Whether it’s launching a new company, restructuring, or planning for the future, these decisions require up-front preparation, comprehensive data, and sharp insight. Mowery & Schoenfeld’s seasoned experts guide you at every step, helping minimize tax liabilities while building a strong foundation for smoother operations and long-term success.
Tax Advisory & Business Structuring Services
Plan Ahead with Experts Who Get Results
Formation, Entity Selection, and Structure Simplification
Choosing the right legal entity and structure is a pivotal decision for any new business. But as companies and tax laws evolve, your initial setup may no longer serve your best interests. If your business is facing increasing complexity, tax inefficiencies, or mounting administrative burdens, it could be time to reassess your approach and simplify where possible.
Our dedicated business tax advisory and transaction advisory teams collaborate to design and implement tax-efficient business structures tailored to your company’s unique needs and long-term vision. From pass-through entities to C corporations and more, we ensure your business structure not only meets your current requirements but also positions you for future growth and success.
Tax Credits and Smart Deferral Strategies
Don’t miss out on potential tax savings. We will dig deep to find every opportunity for tax deferral, tailoring recommendations to fit your business best. From start to finish, our team makes sure you get the most from every option available. That includes things like:
- Qualified Business Income Deduction Section 199A planning for owners of sole proprietorships, partnerships, and S corporations
- Qualified Small Business Stock Section 1202 eligibility analysis and planning for small business owners and investors
- Section 1031 (like-kind) exchange planning for commercial and investment real estate
If you need to free up immediate cash flow, your fixed assets may be an untapped resource. We provide fixed asset reviews to identify tax savings opportunities hiding in plain sight on your balance sheet, and put depreciation laws to work for you.
Research and Development Study
The Research and Development (R&D) tax credit allows businesses to receive cash back for a portion of qualifying expenses. We’ll dig into the details to determine qualifying activities and their associated expenditures so your business can claim a corresponding tax credit. LEARN MORE
Cost Segregation Study
Commercial real estate owners are likely familiar with the traditional 39-year cost recovery period the IRS assigns to commercial property. But owners may be able to segregate property into shorter cost recovery periods. A cost segregation study can identify those opportunities to accelerate depreciation deductions and increase cash flow. LEARN MORE
Business Succession Planning Services
Securing your company’s future means having a thoughtful plan for leadership transitions. Involving an experienced CPA early in the business succession process can make all the difference — whether leadership is preparing for retirement, considering a sale, or moving into a new role. Mowery & Schoenfeld’s tax advisors bring clarity and objectivity to these pivotal moments, paving the way for a seamless handoff and continued growth, so the company’s legacy thrives well into the next chapter.
Our business succession planning services include:
- Business valuation: Objective assessments using industry-standard methods to determine your company’s true worth.
- Tax planning: Proactive strategies to minimize capital gains, estate, and gift taxes — helping you keep more of what you’ve built.
- Financial analysis and modeling: Thorough reviews of financial statements and forward-looking models to uncover risks and spot new opportunities.
- Deal structuring and advisory: Expert guidance to structure transactions for maximum tax efficiency, along with critical document reviews to protect your interests.
Other Tax Advisory Services
- Cash flow modeling: Detailed projections that help you understand, manage, and optimize your cash position through transitions or growth phases.
- Income tax accounting (ASC 740): Assistance with comprehensive disclosures required for financial statements under ASC 740, ensuring transparency for investors and stakeholders.
By leveraging our experience, your organization can reduce tax liabilities, strengthen cash flow, and stay ahead of complex regulations. Our goal is to help companies face change with confidence and position your business for lasting success.