Tax Planning & Compliance Services

Trusted advisors for year-round tax planning and your compliance needs.

Our team provides a wide range of tax services specializing in various industries including real estate and construction, manufacturing and distribution, banking and financial institutions, insurance companies, and non-profit organizations.

Our team of experts assists clients to navigate the ever-changing tax laws.

Who We Serve:

Privately Owned Businesses

Public Companies

Individuals & More

Our Tax Planning Services

Our top objective is to reduce our clients’ tax liabilities through year-round consulting, industry expertise, and proactive communication.

Year-end tax planning for businesses and individuals
Transactional advice – equipment purchases, formation of a business, method of accounting & more
Business acquisition and sale consulting
Succession planning

Tax Compliance Services

We have an extensive team of technical tax professionals that stay current on the complex federal and state tax laws to ensure you and your business are in compliance with regulatory agencies and taxing authorities.

Preparation of income tax returns for businesses, individuals, estates, and trusts
Preparation of tax provisions
Preparation of informational returns & more

OUR SERVICES

What Our Clients Have to Say

We have a great and long-standing relationship with Bonadio. They keep us apprised of the multitude of tax changes and proactively assist us with tax planning. I couldn’t imagine how we would navigate the complex and ever-changing tax laws without Bonadio on our side.