cbiz tax services: helping businesses anticipate & adjust to the impact of various tax laws

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CBIZ TAX SERVICES

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As one of the top 10 accounting and consulting providers in the nation,CBIZ has the extensive expertise to assist businesses, individuals, andtax-exempt organizations navigate the complex tax landscape. Our proactive approach, comprehensive range of technical skills, and commitment to excellence distinguish CBIZ from the competition.Our seasoned tax professionals value client interaction and strive to build a relationship as your trusted partner on a broad range of tax matters impacting your future. Invite us to the table and you’ll see that everything we do has a single focus - your success.For more information, visit http://www.cbiz.com

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Page 1: CBIZ TAX SERVICES: Helping Businesses Anticipate & Adjust to the Impact of Various Tax Laws

CBIZ TAX SERVICES

Page 2: CBIZ TAX SERVICES: Helping Businesses Anticipate & Adjust to the Impact of Various Tax Laws

As one of the top 10 accounting andconsulting providers in the nation,CBIZ has the extensive expertise toassist businesses, individuals, andtax-exempt organizations navigate thecomplex tax landscape. Our proactiveapproach, comprehensive range oftechnical skills, and commitment toexcellence distinguish CBIZ from thecompetition.

Our seasoned tax professionals value client interaction and strive tobuild a relationship as your trustedpartner on a broad range of taxmatters impacting your future. Inviteus to the table and you’ll see thateverything we do has a single focus –your success.

TAX PLANNING & CONSULTINGBusinessesMost executives avoid executingsignificant financial transactions withoutfirst understanding the tax impact. An ounce of prevention is indeedworth a pound of cure when it comesto strategically planning how best tominimize a company’s tax burden. Our tax professionals thrive on thischallenge. Every day, we help ourclients anticipate and adjust to theimpact of various tax laws, providingassistance to ensure they remaincompetitive in their respectiveindustries and professions.

At CBIZ, our specialists are equallyexperienced with the countless rulesimpacting corporations, LLCs, part-nerships, professional entities, andsole proprietorships. Our businessservices include:

n Mergers & acquisitionsn Transactional tax consultingn Entity structuren Buy-sell agreements & strategiesn Cost segregation studiesn Property tax compliance &

valuation consultingn Sales & use compliance and

consulting, including tax recovery n State & local income/franchise

tax compliance & planningn Statutory & negotiated incentivesn S Corporation planning &

integration with shareholder tax implications

n FAS 109/FIN 48 outsourcing &consulting

n Liquidation planningn LIFO consultingn International tax consultingn Research tax credit analysis &

planningn Energy tax credit planningn Employee Stock Ownership Plans

(ESOPs)n Analysis of new & proposed

legislation

CBIZ has offices in major citiesacross the nation. And as a memberof Kreston International, we provideour clients with access to experienced,independent accounting and businessadvisory services in over 70 countriesworldwide. Get the tax advantage youneed by putting CBIZ on your team!

IndividualsOur team of highly skilled tax advisorsexamines where our clients are todayand discusses where they want to betomorrow. Combining this informationwith in-depth industry expertise andthe shared knowledge of a nationaltax practice, we develop tax planningstrategies designed to help clientsachieve their short and long termgoals. We are on top of the mostcurrent tax law changes and knowhow to implement strategies thatallow our clients to maximize thebenefits available, while recognizingthe impact of negative provisions. Our services include:

n Annual pre-year end planning tominimize tax liabilities

n Business succession planningn Family estate & gift planningn Charitable givingn Personal financial planningn Retirement planningn Stock option consultingn Education planning

CBIZ TAX SERVICES

Only two things in life are certain: death and taxes. Andwhen it comes to tax laws, only one thing remains constant– change. Although we all have the duty to pay the taxes weowe, no law requires that we leave a tip. With that in mind,the tax professionals at CBIZ work closely with you toidentify and evaluate tax planning opportunities and makesure you do not pay any more tax than is rightfully due.

Page 3: CBIZ TAX SERVICES: Helping Businesses Anticipate & Adjust to the Impact of Various Tax Laws

Always with an eye toward yoursuccess, CBIZ provides an integratedand efficient approach to meet all ofyour tax service needs. With CBIZ,you have more than a serviceprovider; you have a partner andtrusted business advisor who looksat the whole picture in order todeliver the solutions that help youaccomplish your goals.

TAX RETURNS/COMPLIANCECBIZ assists in the preparation ofFederal and state income andproperty tax returns for:

n Individualsn Regular Corporationsn S Corporationsn Partnershipsn LLCs n Public & private charitiesn Foundationsn Associationsn Estatesn Trusts

Tax-Exempt OrganizationsThe world of nonprofit organizationsencompasses a completely separateand unique set of tax rules unrelatedin many ways to those governingbusinesses. Steep penalties threatenthe health of nonprofits at every turn.Anything from fundraising to investingto the distribution of funds toaccomplish the organization’s corepurpose can trip up the unwary. CBIZunderstands the complexities of thetax-exempt world and offers compre-hensive solutions, including:

n Exemption application assistancen Consultation regarding IRS

required reporting to donorsn UBIT planning & consultingn Internal control development,

documentation & implementationn Assistance with multi-

organization structures, includingFor-Profit Subsidiaries,Foundations & Joint Ventures

n State & local tax assistancen Executive compensation planning

& reporting

TAX CONTROVERSYREPRESENTATION We provide assistance with allmatters of controversies, disputeresolution, and collection matters forindividuals, entities, trusts, andestates, regardless of the type of taxor the jurisdiction. If your return hasbeen selected for a Federal, state,and/or local examination or if youhave been contacted by a taxingauthority to pay a tax you dispute,CBIZ has the experience and expert-ise to represent you through theentire process.

Page 4: CBIZ TAX SERVICES: Helping Businesses Anticipate & Adjust to the Impact of Various Tax Laws

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MULTIPLE SERVICES WITH A SINGLE FOCUS: YOUR SUCCESS

Growth and Success. Efficiency and Profitability. It’s likely these goals are top priorities for

your business. It’s also likely that the daily distractions of financial, employee, and technology

issues diminish your ability to focus on those goals.

CBIZ enables you to dedicate your time to critical business matters by providing custom

solutions that help you manage your finances, employees, and technology systems.

We offer clients exceptional quality and diverse capabilities with the personal attention your

business needs and deserves, all with a single focus: your success.

For more information, contact your local CBIZ Advisor or call our toll-free help line,

1-800-ASK-CBIZ (1-800-275-2249).

EMPLOYEE MANAGEMENTSERVICES

• GROUP HEALTH

• PAYROLL

• HUMAN CAPITAL SERVICES

• COBRA / FLEX

• RETIREMENT SERVICES

• RISK MANAGEMENT

• PROPERTY & CASUALTYINSURANCE

• WEALTH MANAGEMENT

FINANCIAL SERVICES

• ACCOUNTING & TAX

• VALUATION

• INTERNAL AUDIT

• MERGERS & ACQUISITIONS

• FINANCIAL ADVISORY

• SOX CONSULTING

• COMMERCIAL & PERSONALINSURANCE

• FOCUSED INDUSTRYSERVICES

TECHNOLOGY SERVICES

• TECHNOLOGY CONSULTING

• SOFTWARE SOLUTIONS

• HARDWARE, NETWORKING & INFRASTRUCTURE

NATIONAL RESOURCES; PERSONAL SERVICE

Your Business Just Got Easier.