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Services: Innovative Offerings
Catering To
Your Preferences -
Tax Overviews for
"New" Clients ...

Our Tax Overview is designed to provide an opportunity for organizations ranging in size from start-ups to large multinational corporations, as well as individuals, to meet SAVIGNANO and to learn more about our firm and service offerings. In addition, this tax overview service provides an opportunity to discuss various business operations and financial matters from the perspective of identifying more proactive tax ideas and services.

Our Tax Overview is a comprehensive study of the tax aspects of every taxpayer. It is designed to tell you what your current tax situation is and to provide you with observations and recommendations for enhancing your tax posture. Our Tax Overview begins with a review of recent tax returns, financial statements, and other relevant documents. Our tax professionals will conduct meetings with you and other key executives to discuss and gain an understanding of your business operations and other financial matters. We will also discuss your present tax policies, the company’s goals, and its strategies for reaching those goals.

From these meetings and document review, SAVIGNANO will prepare a comprehensive report of observations and recommendations. You may choose to implement some or all of the recommendations contained in our Our Tax Overview. We believe a Our Tax Overview is clearly suited as a means of identifying a broad range of tax planning ideas for you.

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Proactive Tax Strategies

Strategic Tax Planning as federal, state, and local governments look to increase their own tax revenues, taxpayers must be even more proactive to avoid substantial increases in their tax burden. Our tax professionals assist clients in all areas of tax planning, including:

  • Structuring for all types of entities, including corporations, limited liability companies, corporate divisions, and partnership joint ventures
  • Analysis of the tax implications of proposed transactions, including document review and negotiation process support
  • Development of alternative transactions for tax minimization and strategic purposes
  • Analysis of nexus and jurisdictional filing requirements
  • Apportionment analyses and planning to minimize effective state and local tax rates
  • Preparation of voluntary disclosures and amnesty applications to minimize liability from historical non-compliance
  • Tax strategies related to your investment planning and capital gains
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Tax Compliance

Tax Planning and Preperation form a winning combination for our successful individual and business clients. Our tax professionals prepare income, franchise, property, excise, sales and use, business privilege, and unclaimed property tax returns for:

  • Individuals, estates (and gifting), and trusts
  • Consolidated and combined groups of corporations
  • Stand-alone corporations
  • Partnerships and limited liability companies
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Audit Defense Planning, Support, and Representation

During our years of experience dealing with many taxing authorities, our tax professionals have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state tax agencies. Our Tax Controversy Services include:

  • Pre-audit review to assess potential exposure from upcoming audit examinations
  • Management, negotiation, and settlement of tax audits and controversies
  • Appeals, administrative protests, and petitions
  • Obtaining tax rulings
  • Preparation and negotiation of offers-in-compromise
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Organizational Structure Evaluation

Choosing the form of entity of your business (e.g., "S" corporation, sole proprietor, limited liability company, etc.) is a crucial decision that can have longstanding tax implications, positive or negative. Our tax professionals can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. Our services include:

  • Evaluate the current tax structure for specific business operations
  • Analysis of corporation, partnership, S corporation, limited liability company, and sole proprietorship structures
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Reducing Future Tax Liability

Tax Incentives and Credits depending on your needs, this service may include the review of the potential for tax credits, including possible refund opportunities for prior years and techniques for reducing tax liability in the following among other areas:

  • Research and experimentation tax credit
  • Foreign tax credit planning and analysis
  • Export tax credit and inventive provisions
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Adapting to Evolving Tax Laws

Tax Law Changes make keeping one’s income as challenging as making it. At SAVIGNANO, we provide our clients with unsurpassed guidance and analysis of the latest tax rules. Rather than just reciting the details of the law, our tax professionals provide specific planning options within the framework of the law. We help our clients determine the best time to take a specific step and demonstrate how such a move will affect other areas of their overall financial plans and goals.

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Accounting for Income Taxes

SAVIGNANO provides a full range of cost-effective tax accounting services, including tax provision preparation, implementation of FIN 48, and the new recognition threshold analysis of all uncertain tax positions, as well as all related footnotes and disclosures. Our services include:

  • FAS 109 management, analysis, and processes
  • Calculation of income tax provisions, including analysis of deferred taxes and underlying temporary differences
  • Tax footnote preparation
  • Schedule M-3 to return mapping automation
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Proactive International Tax Planning

SAVIGNANO, with the added support of a proven network of tax advisors, provides proactive solutions to international opportunities. Our tax professional also address ongoing international service requirements and respond to U.S. and foreign tax authorities. I provide the following international tax services for our clients:

  • Planning for international expansion, including cross-border venture planning and reorganization of foreign operations to minimize the global effective tax rate
  • Inbound and outbound movements of businesses, assets, and workforce
  • U.S. and international joint venture compliance
  • Transfer pricing analyses, including drafting policies and documentation
  • Foreign tax credit planning and analysis
  • Repatriation planning for foreign profits
  • Internal Revenue Service and foreign tax authorities questions and disputes
  • Income tax issues, including U.S. payroll tax issues concerning expatriate and inpatriate workforces