Our ongoing approach helps you to understand the tax implications before you make decisions, not after. Whether you need assistance for your company or as an individual, we help you balance the decisions of today so you can achieve your goals tomorrow.

At MarksNelson, we work solely with privately held organizations and therefore understand the needs of the business owner and the challenges you face throughout the life cycle of your business. That's what gives our professionals the foundation to work closely with you and your team to integrate tax planning into your strategic plan.

Managing tax obligations is more difficult every year. The new legislation is often unwieldy and burdensome. Add that to the fact that every year there seems to be more oversight and scrutiny. That's why we focus on the details, while never losing sight of the big picture.

As a business owner, it's important for you to understand the tax implication of every decision that you make. That's why our professionals are there throughout the year to make sure you remain on track by reviewing your quarterly financial statements, participating in the annual audit planning meeting, and reviewing the impact of new legislation on your business. We are always asking questions, such as "Have you hired more employees?" "Bought a new piece of equipment?", or "Considered building a new building or expanding your production process?"

If you own real estate, you may be able to realize substantial tax savings by accelerating depreciation of your real property. MarksNelson, along with our partners, can help you perform a cost segregation study, which will identify the opportunity to depreciate parts of your buildings at an accelerated pace. This process may help you to minimize your tax liability, which in turn, helps you to increase your cash flow. The professionals at MarksNelson are continually looking for ways to help you decrease your tax liability. So if your organization purchased new property, made leasehold improvements to current property, added or lost a partner in the past year, give us a call, we may be able to recognize valuable tax benefits.

No one likes it – disputes with tax authorities are never a pleasant situation and often require an experienced advisor. If this happens to you, MarksNelson professionals will assess the situation, and prepare and present your defense for you. Historically, we have helped our clients come to a quick and reasonable solution.

Your tax return is more than a compliance document. At MarksNelson, we view it is as an integral piece of your entire financial picture and understand the impact that tax liabilities can have on your personal financial situation, your family, and your business.

MarksNelson specializes in working with the complex returns of business owners, where your business return can have a direct impact on your personal return. That is why we pay special attention to implementing a program that includes strategies such as succession planning and retirement and estate planning. Bottom line: our goal is constantly to look for ways to minimize your tax liability to increase your after-tax cash flow.

At MarksNelson, we help you:

Managing tax obligations is more difficult every year. The new legislation is often unwieldy and burdensome. That's why our professionals take active roles in accounting societies and industry associations, so that we are aware of tax proposals and their implication before they become law. Paying close attention to tax legislation allows us to advise you quickly on what the changes mean and recommend steps to take.

It's important for you to understand the tax implication of every financial decision that you make. That's why our professionals work with you throughout the year to help you keep your plan for the future on track. We are always asking questions, "Have you updated or revised your personal financial goals?", "Made any significant changes to your financial plan?", or "Have any life-changing situations occurred recently?"

Effective estate and gift planning facilitates the transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing continuity and succession ownership is essential. Our professionals help guide your through this complex process.

No one likes it – disputes with tax authorities are never a pleasant situation and often require an experienced advisor. If you're faced with an audit, MarksNelson professionals will assess the situation, and prepare and present your defense for you. Historically, we have helped our clients come to a quick and reasonable solution.