Tax Planning & Compliance Services
As you build your wealth, do you consider the tax implications of every financial transaction? With a little planning you can turn those implications to advantages – and the tax planning consultants at Meaden & Moore can show you how.
YOUR SOURCE FOR TAX PLANNING AND COMPLIANCE
From timely filings that maximize tax savings to more complex situations that require specialized expertise, Meaden & Moore is your total tax resource.
Specializing in tax planning and compliance for privately-held businesses, business succession planning, retirement planning, and individual tax planning. We develop, implement, and monitor tax strategies that save you money and help you build wealth over the long-term.
EXPERIENCE AND INTEGRITY YOU CAN TRUST
Approachable and accessible, the Meaden & Moore tax specialists’ top priority is protecting your best interests. In addition to making sound recommendations, we follow your business closely to ensure that you get the best advice in every situation.
Our compliance professionals remain up to date on changes in tax laws and rulings, including the Tax Cuts and Jobs Act of 2017, and we share that knowledge with our clients.
2023–2024 Tax Planning Guide
A comprehensive guide to help you prepare business and personal taxes in 2023–2024. With some tax law changes already signed into law in 2023 and more changes potentially on the horizon, you probably have questions about tax planning this year.
For more than 40 years, Meaden & Moore has helped Dreison International grow into a global brand, with assurance services, strategic tax planning and global acquisition support. They have worked with us through two generations of ownership and their technical expertise and approach to client service is impeccable. It’s the talented people at M&M that have been most appreciated; they have become more like family, which for our family business is important. They understand our business, market, culture and care about the success of our company as much as we do. They are not just an accounting firm, they are a trusted business partner standing alongside us as our needs grow and change.
CORPORATE TAX
Our tax specialists can help any company – C Corp, S Corp, or LLC – take full advantage of every provision of the Tax Cuts and Jobs Act of 2017 to help minimize their tax liability. In addition, our team can assist with compliance requirements of both the federal and state governments.
The first step in optimizing tax liability is to plan appropriately. During the planning stage, the Meaden & Moore team provides consultation, advice, and ideas on how to minimize and defer taxes. Planning typically involves research and analysis, for example, where we determine the correct entity structure for a particular organization – C Corp, S Corp, or LLC.
Trusted Tax Advisors
Another part of minimizing your taxes is through complying with federal and state regulations. This step includes ensuring compliance by filing tax returns and other reports with government agencies – as well as representing clients in front of tax authorities, such as during federal or state examinations. Throughout the corporate tax compliance process, we look for opportunities to reduce and defer taxes within the permissible boundaries of the tax laws.
A Simple Introduction to Valuation
Valuations are necessary for many tax-related matters as well as various transactional settings, however, they require more than simply applying technical models. Valuation is also about understanding business operations, economic conditions, and tax laws.
INTERNATIONAL TAX PLANNING SERVICES
To help you sort through the maze of national tax laws and international tax treaties, Meaden & Moore’s international tax team offers a comprehensive range of tax planning and preparation services.
Tax challenges can be overwhelming for companies operating in a multinational environment. Meaden & Moore offers extensive experience handling day-to-day international tax issues, as well as designing and executing safe and effective strategies for worldwide tax minimization.
Easing International Tax Complexities
We strongly encourage proactive tax planning to any company doing business internationally, taking into consideration both U.S. and non-U.S. tax regulations. It is critical to your business that you know how it will be impacted by tax laws originating from numerous countries, including the often-overlooked “sub-national” taxes. Meaden & Moore can help.
Getting the Help You Need
If you need help wading through the complexities of international business operations, contact the tax experts at Meaden & Moore. Through vigilant monitoring of the latest international and national reporting standards, we can help boost your competitive advantage.
PERSONAL TAX ADVISORY SERVICES
Tax complexity has become a fact of life when managing your personal financial affairs. The personal tax advisors at Meaden & Moore have the technical knowledge and depth of experience necessary to cut through that complexity.
Meaden & Moore’s approach is hands-on. We help you establish and execute a tax plan that will give you confidence and peace of mind. Acting as your trusted personal advocate, we provide advice and address your questions so you have all the information needed to make informed decisions. Once we formulate your tax plan, we carry it out with careful attention to detail.
Gaining – and Keeping – Control of Your Personal Taxes
To create a comprehensive plan, we will consider your estate plans, trust plans, and any charitable or philanthropic interests as part of your integrated tax strategy.
In addition, we will coordinate your tax planning strategy with other personal wealth and tax advisory services, such as wealth management, investment management, and business succession planning, as your needs dictate.
Tax Advisory
In order to better prepare yourself for your year-end tax reporting, this guide includes vital information regarding compensation paid to your employees as well as amounts paid to non-employees, including payments of dividends, interest, rents, etc.
STATE AND LOCAL TAX SERVICES
Meaden & Moore’s state and local tax advisors can help you create and monitor a strategy for maximizing your opportunities and minimizing your risk.
Every year, you face new products and services, new channels of distribution, joint ventures, mergers and acquisitions, increased competition, and each new undertaking brings new tax challenges.
When you couple the tax reform provisions with the diverse mix of state and local tax regimes, optimizing your tax position can become confusing and overwhelming – especially when you consider the numerous types of state and local taxes imposed. Meaden & Moore can help.
At the Intersection of These Elements Lie Opportunities – and Risks
As coffers threaten to run dry, state revenue departments become increasingly aggressive. So if you think it’s okay to ignore one or more of the tax laws, remember that if your customers can find you on the internet, so can state tax auditors.
In a business environment where every competitive advantage counts, proactive management of your state and local tax liability is a must-have strategy. Meaden & Moore can help you create and monitor a strategy for maximizing your opportunities and minimizing your risk.
Family Business Guide
It may seem like you have a lot of time to prepare, but you never know when and how you will need to exit your business. Get our guide that will walk you through the steps of your business succession plan.
RESEARCH & DEVELOPMENT TAX CREDITS
The R&D tax credit is for businesses of all sizes, not just major corporations with research labs, and many companies are surprised that they qualify.
Under recently developed government regulations, more industries qualify than in the past. You may file amended tax returns to obtain refunds of previously paid income taxes, and in some cases, may be able to recapture taxes paid up to four years ago.
In addition to qualified wages, companies may capture supply costs for prototypes, as well as 65% of contracted labor spent performing qualified research on behalf of the company.
Reward Your Efforts
Companies can benefit by both deducting the research expenditures and by claiming the credit. While the research expenditures are a reduction of taxable income, the R&D tax credit is a general business credit and a dollar-for-dollar reduction of tax.
We’ll assemble a team especially for you with the tools and expertise you need to meet your expectations and goals in the most responsive and cost-efficient manner.
2023–2024 Tax Planning Guide
A comprehensive guide to help you prepare business and personal taxes in 2023–2024. With some tax law changes already signed into law in 2023 and more changes potentially on the horizon, you probably have questions about tax planning this year.
INDUSTRY-LEADING INSIGHTS
Delivering insights and points of view on vital news, strategies to consider, technology developments, and current topics that are important to your business and personal financial success. Check here for content from Meaden & Moore’s tax professionals.
Experience and Integrity You Can Trust
Approachable and accessible, the Meaden & Moore tax specialists’ top priority is protecting your best interests. In addition to making sound recommendations, we follow your business closely to ensure that you get the best advice in every situation.
Our compliance professionals remain up to date on changes in tax laws and rulings, including the Tax Cuts and Jobs Act of 2017, and we share that knowledge with our clients.
2023–2024 Tax Planning Guide
A comprehensive guide to help you prepare business and personal taxes in 2023–2024. With some tax law changes already signed into law in 2023 and more changes potentially on the horizon, you probably have questions about tax planning this year.
To save the most on your 2023 taxes, you need to be familiar with the changes and how you may need to adjust your tax planning strategies.
For more than 40 years, Meaden & Moore has helped Dreison International grow into a global brand, with assurance services, strategic tax planning and global acquisition support. They have worked with us through two generations of ownership and their technical expertise and approach to client service is impeccable. It’s the talented people at M&M that have been most appreciated; they have become more like family, which for our family business is important. They understand our business, market, culture and care about the success of our company as much as we do. They are not just an accounting firm, they are a trusted business partner standing alongside us as our needs grow and change.
Corporate Tax
Our tax specialists can help any company – C Corp, S Corp, or LLC – take full advantage of every provision of the Tax Cuts and Jobs Act of 2017 to help minimize their tax liability. In addition, our team can assist with compliance requirements of both the federal and state governments.
The first step in optimizing tax liability is to plan appropriately. During the planning stage, the Meaden & Moore team provides consultation, advice, and ideas on how to minimize and defer taxes. Planning typically involves research and analysis, for example, where we determine the correct entity structure for a particular organization – C Corp, S Corp, or LLC.
Trusted Tax Advisors
Another part of minimizing your taxes is through complying with federal and state regulations. This step includes ensuring compliance by filing tax returns and other reports with government agencies – as well as representing clients in front of tax authorities, such as during federal or state examinations. Throughout the corporate tax compliance process, we look for opportunities to reduce and defer taxes within the permissible boundaries of the tax laws.
International Tax Planning Services
To help you sort through the maze of national tax laws and international tax treaties, Meaden & Moore’s international tax team offers a comprehensive range of tax planning and preparation services.
Tax challenges can be overwhelming for companies operating in a multinational environment. Meaden & Moore offers extensive experience handling day-to-day international tax issues, as well as designing and executing safe and effective strategies for worldwide tax minimization.
Easing International Tax Complexities
We strongly encourage proactive tax planning to any company doing business internationally, taking into consideration both U.S. and non-U.S. tax regulations. It is critical to your business that you know how it will be impacted by tax laws originating from numerous countries, including the often-overlooked “sub-national” taxes. Meaden & Moore can help.
Personal Tax Advisory Services
Tax complexity has become a fact of life when managing your personal financial affairs. The personal tax advisors at Meaden & Moore have the technical knowledge and depth of experience necessary to cut through that complexity.
Meaden & Moore’s approach is hands-on. We help you establish and execute a tax plan that will give you confidence and peace of mind. Acting as your trusted personal advocate, we provide advice and address your questions so you have all the information needed to make informed decisions. Once we formulate your tax plan, we carry it out with careful attention to detail.
Gaining – and Keeping – Control of Your Personal Taxes
To create a comprehensive plan, we will consider your estate plans, trust plans, and any charitable or philanthropic interests as part of your integrated tax strategy.
In addition, we will coordinate your tax planning strategy with other personal wealth and tax advisory services, such as wealth management, investment management, and business succession planning, as your needs dictate.
State and Local Tax Services
Meaden & Moore’s state and local tax advisors can help you create and monitor a strategy for maximizing your opportunities and minimizing your risk.
Every year, you face new products and services, new channels of distribution, joint ventures, mergers and acquisitions, increased competition, and each new undertaking brings new tax challenges.
When you couple the tax reform provisions with the diverse mix of state and local tax regimes, optimizing your tax position can become confusing and overwhelming – especially when you consider the numerous types of state and local taxes imposed. Meaden & Moore can help.
At the Intersection of These Elements Lie Opportunities – and Risks
As coffers threaten to run dry, state revenue departments become increasingly aggressive. So if you think it’s okay to ignore one or more of the tax laws, remember that if your customers can find you on the internet, so can state tax auditors.
In a business environment where every competitive advantage counts, proactive management of your state and local tax liability is a must-have strategy. Meaden & Moore can help you create and monitor a strategy for maximizing your opportunities and minimizing your risk.
Research & Development Tax Credits
The R&D tax credit is for businesses of all sizes, not just major corporations with research labs, and many companies are surprised that they qualify.
Under recently developed government regulations, more industries qualify than in the past. You may file amended tax returns to obtain refunds of previously paid income taxes, and in some cases, may be able to recapture taxes paid up to four years ago.
In addition to qualified wages, companies may capture supply costs for prototypes, as well as 65% of contracted labor spent performing qualified research on behalf of the company.
Reward Your Efforts
Companies can benefit by both deducting the research expenditures and by claiming the credit. While the research expenditures are a reduction of taxable income, the R&D tax credit is a general business credit and a dollar-for-dollar reduction of tax.
We’ll assemble a team especially for you with the tools and expertise you need to meet your expectations and goals in the most responsive and cost-efficient manner.
Industry-Leading Insights
Delivering insights and points of view on vital news, strategies to consider, technology developments, and current topics that are important to your business and personal financial success. Check here for content from Meaden & Moore’s tax professionals.
Tax Advisory
In order to better prepare yourself for your year-end tax reporting, this guide includes vital information regarding compensation paid to your employees as well as amounts paid to non-employees, including payments of dividends, interest, rents, etc.
MEET OUR EXPERTS
At Meaden & Moore, our people are our most vital asset, providing the strength behind our reputation, technical excellence, and top-notch quality service. Wherever your business operates, you can count on the leaders at Meaden & Moore to provide the comprehensive services you need.
A. Michael Nuzzo, CFP®
Read BioAlexandria E. May, CPA
Read BioAlison M. Martanovic, CPA
Read BioAndrea C. McManamon, CPA
Read BioAndrew Clark, CPA, CFE, CFF
Read BioAndrew T. Clark, CPA, CFE, CFF
Read BioAngelina Milo, CPA
Read BioAnthony P. DeLuca, CPA, CFE, CFF
Read BioBarry E. Thoman, CPA
Read BioBenjamin S. Szustak, CPA
Read BioBrad White, CFE
Read BioBrendan R. Stanford, CPA
Read BioBrent R. Thompson, CPA, MT
Read BioBrian D. Dunfee, CPA, CEBS
Read BioCarlo Berlingieri, CPA
Read BioChristian T. Fox, CPA
Read BioChristopher J. Goddard, CPA
Read BioDaniel M. Prendergast, CPA
Read BioDavid P. Di Salvo, CPA, MT
Read BioDouglas Carpenter, CPA
Read BioEric T. Rapp, CPA
Read BioGregory J. Gibbons, CPA
Read BioHannah Dingley
Read BioHillary Kastelic, CPA
Read BioJames P. Carulas, CPA
Read BioJennifer A. Myers, CPA
Read BioJesse Ferrigno, CPA
Read BioJill L. Crawford, CPA
Read BioJillian Miller
Read BioJim Rollins, CPA
Read BioJohn A. Nitti, CPA
Read BioJohn C. Norton, CPA
Read BioJohn J. Balsamo, CPA, CFE
Read BioJohn J. Nicklas, CPA
Read BioJonathan Ciccotelli, CPA, MT
Read BioJoseph T. Manolas, CPA
Read BioKaren B. Cooney, CPA
Read BioKaren M. McCarthy, CPA, AEP®
Read BioKarin M. Spoerke, CPA
Read BioKate Protsenko-Blake
Read BioKeith B. Hughes, CPA
Read BioKelli A. Bernstein, CPA
Read BioKendra C. Philon, CPA
Read BioKent R. Miller
Read BioLisa Foley
Read BioLloyd W. W. Bell, III, CBA
Read BioLuda Arkhipov, CPA
Read BioLynn M. Koster, CPA
Read BioMario Di Re, CPA
Read BioMarty Roberts
Read BioMelissa Gallop, CPA
Read BioMichael A. Castillo, CPA
Read BioMichael G Milne CPA, CFE
Read BioMichael G. Milne CPA, CFE
Read BioMichael Goldman, CPA
Read BioMichael P. Webster, CPA, CFF
Read BioMichael Sternstein, CPA, CFE
Read BioMichael T. Vannucci, CPA, CFE, CFF
Read BioMichael Vannucci, CPA, CFE, CFF
Read BioMichael W. Coyne, CPA
Read BioMichelle H. Buckley, CPA, AIFA®
Read BioMichelle L. O'Gara, CPA
Read BioNatalie B. Takacs, CPA, MT
Read BioNicholas P. Huml, CPA
Read BioPam K. Landis, CPA
Read BioPatrick F. Kelleher, CPA, CFF
Read BioPeter A. Demarco, CPA
Read BioRobert J. Traven, CPA, CFF
Read BioRobert L. Hernandez, CPA, CFE
Read BioSarah K. Lynch, CPA
Read BioSaul A. Stephens
Read BioScott A. Holter, CPIM
Read BioSean C. Sica
Read BioShelina Boksh, CPA
Read BioSteve R. Reed, CPA
Read BioSusan C. Johnson, CPA, CFE, CFF
Read BioSusan Marlar, CPA, MT
Read BioTracey Wallace, CPA
Read BioTylar Hawkins, CPA
Read BioWilliam J. Smith, CPA
Read BioMeet Our Experts
At Meaden & Moore, our people are our most vital asset, providing the strength behind our reputation, technical excellence, and top-notch quality service. Wherever your business operates, you can count on the leaders at Meaden & Moore to provide the comprehensive services you need.