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As regulations at the local, state, federal, and international levels change, our tax planning consultants are continually developing new tax strategies and amending existing tax strategies so that your organization and you can take full advantage of opportunities to reduce your tax burden.

Tax Consulting

We’ll help you find every opportunity to save

Saving on taxes is like money in the bank. It’s an easy concept to understand, but a hard concept to execute because tax laws are always changing. That is why our tax advisors are continually monitoring legislative, regulatory, and precedent-setting developments in tax.

As regulations at the local, state, federal, and international levels change, our tax planning consultants are continually developing new tax strategies and amending existing tax strategies so that your organization and you can take full advantage of opportunities to reduce your tax burden.

When the strategy calls for it, we also can draw on a multi disciplinary team of specialists. For instance, we have lawyers, engineers, architects, and energy experts who can help us document your tax positions when it comes to tax credits and incentives such as:

All financial decisions have tax implications

Each year Plante & Moran prepares thousands of tax returns for all types of businesses and organizations, trusts, tax-exempt entities, and individuals. For them, we prepare:

  • Annual return filings
  • Quarterly estimate computations
  • Franchise returns and annual reports
  • Sales and use tax returns
  • Payroll tax returns

In additional to our tax compliance services, we also provide tax planning and consulting services because our clients realize whether they decide to work with global suppliers or need to develop a succession plan, it is important that they consider the impact of their decisions on their taxes.

You will benefit from our vigilance because there are tax implications to almost every financial decision you make. And it is part of our firm philosophy to provide you with the very best advice. It’s our way of “putting clients first.” 

You can expect us to be proactive when it comes to your tax planning & compliance

You can depend on us to take a proactive approach to your tax planning and compliance needs. Our tax advisors routinely combine their collective industry knowledge and experience so we can offer you exceptional thinking and problem solving. While we always build on our experience from one engagement to the next, we also realize that not every client is the same. Therefore our tax advisors and specialists will invest the time to understand your unique situation. They will become your strategic partner.

Our dedicated tax advisors will guide you through the complicated tax environment. They will help you develop a comprehensive tax plan that will reduce your tax burden and maximize your cash flow. Our services include: 

Business Tax Consulting

Are you confident that your tax advisors have the knowledge and expertise to provide the optimal level of strategic planning and compliance services to put you in the best position within this complicated tax environment? Knowing your business, understanding your expectations, anticipating problems, and proposing solutions to help you achieve your goals, while effectively addressing your tax-related issues, is a priority for our tax advisors.

State & Local Tax Consulting

Minimizing taxes is a way of increasing cash flow. It’s an easy axiom to understand, but a hard one to execute especially when it comes to state and local taxes. Legislative, regulatory, and precedent-setting developments in tax are complex and always evolving. Staying on top of all of these state and local tax changes can be very time consuming. That is why so many organizations turn to our tax experts who continuously monitor the evolution of state and local tax rules.

International Tax

Plante Moran’s international tax advisors and services team excel in providing practical, proactive international tax solutions for middle market companies operating internationally. Our international tax advisors can support companies and their employees with tax compliance and planning issues, such as value-added taxes and repatriation of earnings.

Tax Credits & Incentives

We will bring a team of experts to help you assess how an incentive fits with your tax strategy and if the time is right. The tax team will fit your particular situation, but it can include lawyers, engineers, architects, valuation experts, and tax specialists, as well as CPAs.

Mergers & Aquisitions

Our tax experts specialize in mergers and acquisitions and have been helping clients make decisions quickly and resolve unexpected challenges. You can count on us for the deep expertise in virtually all areas of the tax law. We specialize in all major areas including federal, state, local, and international, and we have experts in C Corp and S Corp, partnerships, and consolidated returns.

Personal Tax

We help business owners and other individuals with tax goals and complexities understand, plan execute the various aspects of AMT, charitable contributions, estimated payments and withholdings, energy-saving home improvement credits, and gift tax. All of our work is tailored to the individuals needs and is integrated for both federal, state and local taxes.

“Plante Moran’s unique philosophy and culture attract talented staff who stay at the firm for a very long time because they understand how rare the work environment really is. For us, we’ve had the same account team for four years, which I believe to be extraordinary in an age where people change jobs so often. Having the same team for so long, Plante Moran has gotten to know our challenges over time, understand what difficulties we might face in the future and then help us solve them. They are a significant partner in our business.”

Bill Martin, CFO
Spangler Candy