Tax Advisory Services
Strategic Tax Planning for Impact-Driven Organizations
Transform tax compliance from a burden into a strategic advantage. Our proactive approach helps you optimize your tax position while ensuring compliance, allowing you to focus more resources on your mission.
Beyond Tax Preparation
At Bridgesource, we believe tax planning should be a year-round strategic effort, not just an annual event. Our approach combines Fortune 500 expertise with personalized attention to help you navigate complex tax landscapes while maximizing resources for growth and impact.
Our Tax Advisory Services
Strategic Tax Planning
- Year-round tax strategy development
- Tax efficiency optimization
- Business structure optimization
- Deduction maximization strategies
- Tax credit identification and application
- Multi-year tax planning
- State and local tax planning
Individual Tax Services
- Personal tax return preparation
- Estate and trust tax planning
- Investment tax strategies
- Retirement tax planning
- Real estate tax considerations
- Alternative minimum tax planning
- Tax-efficient wealth building strategies
Business Tax Services
- Corporate tax return preparation
- Estimated tax payment planning
- Sales and use tax compliance
- Payroll tax management
- Business property tax handling
- Entity selection and restructuring guidance
- Industry-specific tax strategies
Compliance & Risk Management
- Tax law compliance monitoring
- IRS representation
- Audit support and defense
- Tax notice resolution
- International tax compliance
- State and local tax compliance
- Record keeping requirements
Are You Looking for a Specific Tax Service?
Click on the links below for a better understanding of our in-depth tax services.
The Bridgesource Tax Advantage
Proactive Partnership Approach
We don’t just prepare your taxes—we help you plan for them:
- Regular strategy sessions
- Quarterly tax planning meetings
- Year-round tax support
- Proactive communication about tax law changes
- Customized tax minimization strategies
- Integration with your overall financial strategy
Our Tax Planning Process
- Assessment: Review current tax position and identify opportunities
- Strategy Development: Create customized tax planning roadmap
- Implementation: Execute tax optimization strategies
- Monitoring: Track effectiveness and adjust as needed
- Compliance: Ensure accurate and timely filings
Frequently Asked Questions (FAQ)
Can you assist with tax planning?
Yes, we offer comprehensive tax planning services to help you strategize and plan for your tax obligations throughout the year. Effective tax planning can lead to significant savings and ensure you’re prepared for tax season, avoiding last-minute surprises. Our year-round approach helps you make informed decisions that optimize your tax position and support your financial goals.
What makes your tax services different from other firms?
We take a proactive, strategic approach to tax planning. Instead of just focusing on compliance, we work year-round to help you optimize your tax position, identify opportunities, and integrate tax planning with your overall financial strategy. Our Fortune 500 expertise means we bring sophisticated tax strategies to growing organizations.
How often should we meet for tax planning?
While tax preparation happens annually, effective tax planning should be ongoing. We typically recommend:
- Annual strategic planning session
- Quarterly review meetings
- Mid-year tax projection
- Year-end tax planning
- Additional meetings for significant business changes
What industries do you specialize in for tax services?
We have extensive experience with:
- Healthcare and wellness organizations
- Professional service firms
- Small to medium-sized businesses
- Non-profit organizations
- Impact-driven enterprises
How do you handle tax law changes?
We actively monitor tax law changes and proactively communicate how they affect your business. Our approach includes:
- Regular updates on relevant tax law changes
- Strategy adjustments as needed
- Compliance guidance
- Implementation support
- Risk assessment
What should I bring to our first tax planning meeting?
For our initial meeting, we recommend bringing:
- Previous year’s tax returns
- Current financial statements
- Business structure documentation
- Major transaction records
- Growth plans and projections
- Questions about your specific tax situation
Optimize Your Tax Strategy
Partner with Bridgesource for strategic tax planning that supports your organization’s growth and impact.
Need comprehensive financial support? Explore our Full-Service Accounting or Fractional CFO Services.