Tax Services

Privately Held Businesses

Your company is unique, and the tax advice you receive should be, too. After all, off the rack may be good enough for a jacket, but not when it comes to your future. Why settle for average when your business is anything but that?

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Our Approach

Relationships and Services Centered Around You

How will you stay apprised of the next tax legislation and what it means? You need information directly from attentive professionals who understand not just what’s coming, but how it will impact your business and your personal financial situation. We are committed to building a long-term relationship, not simply a transactional one, because we care about you and your business and want to see both succeed.

You’ll work directly with experienced partners, getting the personal attention that ensures your tax strategy incorporates an integrated and holistic focus. Our proactive approach anticipates how upcoming law changes and events will affect your situation, and we help you find solutions tailored to fit your specific needs. Then we implement them at the right moment to optimize benefits and avoid any potential negative consequences.

IRS Changes to Partnership Capital Reporting Requirements
Article
IRS Changes to Partnership Capital Reporting Requirements
Partnerships are now required to calculate and report each partner’s capital account using a tax basis method, changing from prior tax years in which the partnership could calculate and report partners’ capital accounts using a variety of methods including GAAP, IRC Section 704(b) basis or tax basis.
Industry Expertise
Let’s Face It: All Industries Are Not Equal

Supporting your continued success means understanding your industry and what drives it. Having access to thought leaders who bring the latest tax information and cutting-edge strategies that apply to your industry helps you stay one step ahead of the competition.

Our dedicated team of tax advisors for privately held business bring years of niche-specific experience to guide your path forward in:

Using Section 1202 Qualified Small Business Stock
Article
Using Section 1202 Qualified Small Business Stock
If you are a noncorporate taxpayer and hold stock in a domestic C corporation, there are opportunities to potentially eliminate or defer the capital gain on the sale of Section 1202 qualified small business stock (QSBS).

Who We Work With

Whatever Your Needs, We’ve Got You Covered

Individual Tax Compliance and Planning
Life is dynamic; as you move from one adventure to the next, your tax needs change too. With comprehensive tax planning built around your personal goals and individual lifestyle preferences, you can achieve your long-term objectives more quickly while meeting your evolving tax obligations. Whether it’s transferring wealth to the next generation or designing a tax-efficient strategy to minimize your federal and state income tax, you can count on our tax professionals to keep you in compliance and on track to fulfill your vision of tomorrow.
Family-Owned Small Businesses
You’ve worked hard to make your business a success. The last thing you need is tax hassles that could threaten the company you’ve nurtured and the years of commitment you and your family have given. As your business grows and evolves, how can you be sure it’s in full compliance and well positioned for whatever comes next? From succession planning and ongoing tax planning that help you achieve long-term goals, to strategic business restructuring, trust us to help you find solutions that fit your family and your business at every stage.
Partnership and Pass-Through Entities
These businesses must navigate their own set of tax rules, and that task is complicated. For entities whose income is taxed at the individual level, it is critical to formulate a definitive tax strategy. When appropriately executed, this approach takes maximum advantage of the unique tax deductions available to this type of structure while avoiding the many potential tax pitfalls specific to partnerships and other pass-through businesses. When you partner with us, you can expect deep knowledge and actionable insights that help you fulfill your tax compliance and reporting obligations and capture every available opportunity for tax savings.
Small Corporations
A complex and ever-changing tax and regulatory landscape poses a real compliance challenge for small corporations. From tax compliance to record-keeping in a post-Wayfair world, there are countless tax-related details to keep up with. Are you doing everything required by tax authorities at the state, federal and local levels? We make tax compliance simpler and less stressful, while ensuring you pay the least amount of tax allowed under current law.
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Testimonials

What Our Clients Are Saying

Experts
Fred Bastie - Partner, Tax - Dallas, TX
Partner
Fred serves as our national tax leader of high net worth families.

Dallas, TX
John Brychel - Partner, Tax - San Ramon CA | Armanino
Partner
John Brychel is a Tax Partner with Armanino, with more than 20 years of industry experience.

San Ramon, CA
Robert Haggerty headshot 1
Partner
Rob is a partner in Armanino’s Tax practice and has more than 25 years of public accounting and industry experience.

St. Louis, MO
Resources
News & Insights
Year-End Tax Planning for High-Net-Worth Individuals
Webinar
Our tax experts will dive deep into our annual year-end tax planning guide.

December 8, 2022 | 09:00 AM - 10:00 AM PT
Simplify 1099 Filing Service 2023 Webinar
Webinar
Discover how to streamline the 1099 filing procedure utilizing safe technology solutions to avoid the year-end rush.

December 7, 2022 | 10:00 AM - 11:00 AM PT
2022 NorCal Charitable Planning Mixer
Event
Enjoy great conversations, light bites, and refreshing drinks during our charitable planning mixer!

December 2, 2022 | 01:30 PM - 03:30 PM PT
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