https://www.sikich.com

In-depth tax planning and strategy for every need

Proactive tax strategies for federal, state and local, international and private clients.

Tax strategy isn’t one-size-fits-all or seasonal.

Every financial transaction – whether personal or business – can affect your tax strategy. Different tax types and ever-changing policies can complicate planning and filing. Sikich’s tax planning services guide you through it all with confidence.

But it isn’t just about tracking tax laws. We help our clients achieve their financial goals because we tailor our strategies to you, which shift with new circumstances. Our professionals provide effective tax strategies, coordinated and executed based on every unique situation.

Although tax filing is once per year, our planning and communication is ongoing. We conduct in-depth reviews, keep you informed of relevant policy changes in real-time and make as-needed recommendations for future planning.

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Audit and assurance services to accompany your taxes

Achieving your financial objectives takes more than tax strategy and compliance. Sikich’s audit and assurance experts, working closely with our tax consultants, help you navigate complex needs from financial statement audits and agreed-upon procedures to employee benefit plan reviews. With Sikich, you build trust, enhance transparency and stay current.
Solutions

Providing solutions to your tax challenges

Federal tax

Sikich’s tax pros help lower your business tax burden with smart strategies, from structuring to deductions.

State & local tax

Sikich helps your business stay compliant and avoid tax issues with expert guidance on evolving state and local laws.

International tax

Sikich helps you navigate global tax laws with expert guidance on planning, compliance, reporting, and cross-border strategy.

Private client tax

Partner with a Sikich tax advisor to create a tailored plan that helps you reach your financial goals through smart planning, projections, and succession strategies.

R&D tax credits

Understanding what credits are available and what it takes to qualify can ease your tax burden and help with your company’s cash flow.

Analytical, in-depth reviews to reduce your tax burdens

Sikich’s tax planning services are comprehensive and thorough. We often discover overlooked deductions, missed credit opportunities, options for deferred compensation planning and restructuring opportunities that can minimize your tax burden. Take advantage of all available incentives and credits with help from a Sikich tax expert.

Expert

Leadership

Kurt Walcutt

Principal

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Learn how we can assist you with in-depth tax planning & strategy.