Business Tax
Clear, Customized Tax Planning for Complex Business Needs
ClearPoint CPAs partners with businesses across industries to develop customized tax strategies that minimize exposure, maximize savings, and support long-term business objectives. Our team provides proactive guidance that stays ahead of evolving tax laws, identifies federal and state tax credits, supports complex transactions, and offers industry-specific expertise to help you navigate regulatory requirements with confidence. We evaluate tax alternatives, uncover planning opportunities, and support businesses through every stage of growth, ownership transition, or restructuring.
We work closely with owners and management teams to address tax structuring, transactions, IRS interactions, tax credit eligibility, and retroactive opportunities for refunds or carryforwards — providing businesses with actionable tax solutions that align with their goals.
Our Business Tax offerings include:
- Entity formation, selection, and structuring
- Succession and transition planning
- Transaction tax planning (M&A, sales, liquidations, lease vs. buy)
- Federal tax credits and incentives (R&D, energy credits, depreciation studies)
- Section 199A, 1031 exchanges, and IC-DISC planning
- Accounting for income taxes
- State and local tax (SALT) planning and compliance
- International tax strategy, compliance, and transfer pricing
- IRS representation, audit support, and amended returns