TKR Advisors, LLC

Business Tax Planning

Business tax planning helps companies structure their operations to minimize tax liabilities and maximize savings. It involves analyzing transactions, timing income and expenses, and considering available deductions and credits. Effective planning can improve cash flow, reduce risks, and support long-term growth.

Tax Compliance and Preparation

Tax compliance and preparation involve preparing and filing accurate tax returns for individuals or businesses. Accountants ensure adherence to tax laws and deadlines, minimizing risk of penalties. This service also identifies potential credits, deductions, and strategies to reduce tax liability.

Assurance Services including Audits

Assurance services provide independent verification of financial information to enhance credibility and reliability. Audits examine financial statements to ensure accuracy and adherence to accounting standards. These services help stakeholders, such as investors or lenders, trust the financial reporting.

Reviews & Compilations

Reviews and compilations are financial statement services that provide varying levels of assurance. Reviews involve limited procedures to ensure statements are plausible, while compilations involve assembling financial data without expressing assurance. Both help clients present credible financial information to stakeholders.

Agreed Upon Procedures

Agreed upon procedures involve performing specific financial checks or analyses requested by a client. Unlike an audit, these procedures focus only on the areas the client specifies. The results are reported objectively without providing an opinion. This helps clients gain targeted insights for decision-making or compliance purposes.

Employee Benefit Plans

Employee benefit plan services focus on the design, compliance, and reporting of retirement, health, and other benefits. Accountants ensure these plans meet regulatory requirements and operate efficiently. They also assist with audits, financial reporting, and plan administration.

Strategic Business Planning

Strategic business planning helps organizations define goals and create actionable plans to achieve them. Accountants provide financial analysis, forecasting, and performance metrics to guide decisions. This ensures businesses can grow sustainably and respond effectively to market changes.

Outsourced Accounting

Outsourced accounting provides businesses with professional accounting support without maintaining a full in-house team. Services can include bookkeeping, payroll, financial reporting, and management accounting. This allows businesses to focus on growth while maintaining accurate, up-to-date financial records.

Individual Tax Planning

Individual tax planning helps clients manage their personal tax obligations strategically. It includes evaluating income, investments, and deductions to reduce tax liability. Planning ahead can prevent surprises at tax time and improve long-term financial health.

Personal Financial Planning

Personal financial planning helps individuals set and achieve financial goals. It includes budgeting, investment planning, retirement strategies, and risk management. Accountants work with clients to develop a holistic plan that aligns with their lifestyle and long-term objectives.

State & Local Tax

Optimize state and local tax strategies, increase cash flow, and discover savings with expert advice, improving business competitiveness and effectively managing tax complexities.

Tax Controversy & Dispute Resolution

Expert professionals resolve tax controversies by navigating complex systems, assessing issues, communicating with the IRS, and creating tailored strategies to achieve favorable resolutions with minimized financial impact.

Cost Segregation Services

Conduct cost segregation studies, maximizing tax savings, enhancing cash flow, and ensuring compliance with taxation authorities for real estate projects.