Tax Compliance & Advisory

Whether you are concerned about your business, personal, or estate taxes, SingerLewak can offer you practical tax advice to help you keep more of your money. At SingerLewak, we take the time to understand your business and personal financial needs. We can provide meaningful advice and direction to enhance your financial well-being now and in the future. We’ll help you negotiate your best path through the complex maze of ever-changing tax laws.

Our Tax practice group is comprised of experienced professionals. They begin by assessing your tax situation, and then proceed to develop a comprehensive tax plan to help you achieve your goals. Through our tax practice, we advise a diverse set of clients, from owner-managed businesses to nonprofit organizations to publicly-traded companies, as well as high net worth individuals and family offices.

Tax Services

• Tax consulting and entity structuring
• Tax planning and compliance
• Trust and estate tax planning and compliance

Specialty Tax Services

• Research and experimental tax credits
• Enterprise and empowerment zone credits and deductions
• State and local tax services
• Tax provision preparation and advisory services
• FIN 48 analysis and documentation
• Business acquisition tax due diligence services

Tax+

Beyond Just Doing Your Taxes

SingerLewak introduces a Tax Service Program designed to help identify strategic opportunities as your business grows. We bring you expertise in 3 strategic areas that can help your business increase efficiencies and minimize tax exposures. Our subject matter experts help you identify qualifications in these 3 areas:

R&D Tax Credits

• We review your activities to identify research credit opportunities

State and Local Taxes  (SALT)

We can provide value-added services to companies with either physical or no physical locations outside of California:

• Review of State and Local Tax Filings
• Enterprise Zone Incentives
• Resolve filing requirements for income, franchise and sales tax
• Nexus Studies
• State Tax Reduction Strategies

Corporate Tax Outsourcing

Our goal is to help your business with tax compliance services and:

• Serve as your in-house Tax Department
• Preparation of your returns
• FIN 48 Documentation
• Preparation of Tax Provisions

An In-Depth Look at Our Tax Expertise and Services

Property Tax Review

Aggressive tax assessments. “Lean and mean” tax departments. The result is often substantial overpayment of real and personal property taxes. SingerLewak’s Property Tax review can help companies reduce their taxes.

Research & Development Tax Credits

Research credits are not limited to businesses hiring scores of scientists working on the company’s latest cutting-edge product. They are also available to those looking to develop any of a broad range of new or improved items for sale, lease, license or use in their businesses, whether or not they succeed