Business Dynamics is proud to offer strategic tax planning services in both the United States and Canada, in addition to representing clients in tax collection agency matters in the United States.

Our services do not incorporate high-risk planning techniques. We strategize utilizing the current law and always have substantial legal authority for our work to offer what we call a “proactive audit readiness” process. This planning allows the possibility of future full disclosure to the Internal Revenue Service.

The Business Dynamics team is committed to guiding each client through strategic tax planning and other tax-related inquiries. With our expertise from our knowledgeable and dedicated team, you receive the highest level of technical expertise through on-site and external support. All that we do is what gives us the reputation of being a premier strategic tax advisory firm for small and medium-size businesses.

The Business Dynamics team is committed to guiding each client through tax planning and other tax-related inquiries. With our expertise from our knowledgeable and dedicated team, you receive the highest level of technical expertise through internal and external training. All that we do is what gives us the title of being a premier strategic tax advisory firm.

We offer our strategic tax planning services to both established and emerging companies. Before we begin strategizing with the client, we will go through an in-depth review of the client’s full financial and tax situation. Our Project Manager and a tax associate will conduct on-site visits to assess the business goals, operating structure, revenue sources, current tax planning procedures, and tax filings and revenue agency communications from prior years.

Some Areas Addressed by Business Dynamics’s Tax Professionals

Some Areas Addressed by Business Dynamics’s Tax Professionals

  • Income tax planning (federal, state and international)
  • Business structure review and recommendations
  • Examine the tax consequences of business decisions
  • Examine transfer pricing methodologies
  • Sales and use tax structuring and representation
  • Tax exposure assessments
  • Methods of maximizing shareholder value
  • Succession planning
  • Estate planning
  • Tax deferral and avoidance planning
  • Employee retention planning
  • Employee benefit evaluation and planning
  • Asset protection
  • Retirement planning
  • Business purchase and sale tax minimization structuring
  • Tax-advantaged mergers and acquisition structuring
  • Insurance structure and sufficiency assessments
  • International business planning and structuring
  • Implementation planning and assistance
  • Negotiation and arbitration representation
  • Tax review and submissions support
  • Representation in U.S. audit and tax controversies
  • Tax defense advisory services and representation in the United States

If you also need a representative against taxing authorities, Business Dynamics also offers our tax defense services. Whether you’re going through tax liens, delinquent payroll tax, or even wage garnishment, our services give you a variety of solutions that best suit your current situation.