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Tax · Mid-size businesses
Once revenue crosses state lines and ownership gets more complicated, a once-a-year return isn't enough. We plan throughout the year, file in every state where you have nexus, and keep owners informed before decisions are made.
The forms and rules that come up most often in this practice.
What we handle
We work with owner-led and family companies, professional services firms, government contractors and real estate groups. Our job is to bring the tax consequences of each decision forward: hiring in a new state, buying equipment, taking distributions, admitting a partner or selling the company.
The 2025 federal tax law changes reshaped depreciation, R&D expensing and pass-through deductions. We model how they affect your entity and your owners together, not one return at a time.
Speak with an advisorWhere we help
Indirect rate-aware tax planning for federal contractors.
Learn moreIndustriesPartnerships, 1031 exchanges, cost segregation and percentage-of-completion accounting.
Learn moreIndustriesPractice entities, owner compensation and practice acquisitions.
Learn moreIndustriesMulti-unit and franchise groups, tip credits and sales tax.
Learn moreOur approach
We review prior returns, entity structure and state footprint to find exposure and opportunity.
A written tax plan with projected liabilities, elections and decisions to make before year-end.
Federal, state and local filings prepared and reviewed by credentialed staff.
Quarterly check-ins as the business, the owners or the law changes.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
Yes. We serve clients nationwide and regularly file in dozens of states for a single client. Our Texas and California pages describe how we support companies there.
Yes. We request prior returns and workpapers, review open elections and deadlines, and set up a projection so the transition doesn't put filings at risk.
It depends on the state, the owners' residency and the entity type. We model the election before the state deadline and show the after-tax result for each owner.
We support accounting and payroll tax compliance for clients who want one firm to manage the full picture, and we work alongside in-house finance teams too.
Latest updates
New 2026 brackets, standard deduction amounts and other inflation-adjusted figures, including changes from the 2025 budget reconciliation law, apply to returns filed in 2027.
Source: Journal of Accountancy
Related services
Tax planning and preparation for executives, business owners and high-net-worth families: multi-state residency, rental real estate, trusts and estates, and cross-border matters.
Learn moreTransactionsBuy-side and sell-side financial due diligence, quality of earnings (QoE) reports, net working capital analysis, tax due diligence and business valuations for middle-market transactions.
Learn moreTax controversyCPA representation for IRS and state tax audits, appeals, collections and penalty abatement.
Learn moreStart a conversation
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