Tax Planning + Preparation

FOR BUSINESSES

Minimize liabilities. Maximize returns.

Tax planning and preparation is one of your primary business concerns and the backbone of our practice. Let’s work side by side to identify your long-term goals, investigate all your options, and stay up to date on the ever-changing structure of tax rules and structures. Together, we can streamline your business operations today while plan for your future tomorrow.

Here’s where we can help:

501 (c)(3)s & Other Nonprofits

The nonprofit world is often balanced with stress and success. To lighten the load for you and your team, we’ll help you manage your tax-exempt status, identify evolving tax considerations, and file annual tax forms.

Corporations & S-Corps

Starting a new enterprise or managing your small business is as exciting as it is challenging. When you’re busy developing a new product, marketing a special service, or collecting investments from business partners, we’ll make sure your financial facts and figures stay on point every step of the way.

Partnerships & LLCs

Depending on the size and scope of your company, the IRS may consider you as a corporation, partnership, or as a part of the business owner’s tax return. Still, more classifications and considerations must be made when it comes to your tax planning and prep. We can help.

Trust & Estates

Many business owners make the decision to sell their businesses or pass them along to family members as they enter retirement. To help you make the smoothest transition, we’ll help you understand the value of your business, manage buy-sell agreements with beneficiaries, and transfer ownership.

International Tax

Emerging technologies are opening new opportunities to achieve business success in the global marketplace. As such, participating organizations must be prepared to handle the ever-changing rules and regulations of international tax laws. At CLZ, our CPAs have the skills, savvy, and experience to help.

Mergers & Acquisitions

When two companies join forces to become a single entity, both parties must pay taxes on any capital, stock, or assets acquired during the process. However, different types of mergers and acquisitions may call for different approaches to tax law. Let’s figure out where you fit and how we can help.

501 (c)(3)s & Other Nonprofits

The nonprofit world is often balanced with stress and success—and in your line of work, many hands make light work. To lighten the load for you and your team, we’ll help you manage your tax-exempt status, identify evolving tax considerations, and file annual tax forms.

Corporations & S-Corps

Starting a new enterprise or managing your small business is as exciting as it is challenging. When you’re busy developing a new product, marketing a service, or collecting investments from partners, we’ll make sure your financial facts and figures stay on point every step of the way.

Partnerships & LLCs

Depending on the size and scope of your company, the IRS may consider you as a corporation, a partnership, or a part of the business owner’s tax return. Still, more classifications and considerations must be made when it comes to your tax planning and prep. We can help.

TrustS & Estates

Are you a business owner who is ready for retirement? You may be preparing to sell your business or pass it along to family members. To help you make the smoothest transition, we’ll help you understand the value of your business, manage buy-sell agreements with beneficiaries, and transfer ownership.

International Tax

Emerging technologies are opening new opportunities to achieve business success in the global marketplace. As such, participating organizations must be prepared to handle the ever-changing rules and regulations of international tax laws. We have the skills, savvy, and experience to help.

Mergers & Acquisitions

When two companies join forces to become a single entity, both parties must pay taxes on any capital, stock, or assets acquired during the process. However, different types of mergers and acquisitions may call for different approaches to tax law. Let’s figure out where you fit and how we can help.

Need a hand with tax planning and preparation?

We’ll help you make sense of every scenario so you feel confident about the state of your business.

As of Jan 1, 2025, Jewell & DiSimone CPAs, PLLC will be part of The ZLC Group CPAs.

We're Growing!

As of Jan 1, 2023, Swiantek, Kling, & Pasieka, LLP, Roy Uebelhoer & Associates, and Southtowns Tax are now part of The ZLC Group CPAs.