Tax Strategy/Resolution & CFO Advisory Firm
We know that tax problems can be stressful and overwhelming. We're one of the best Tax Strategy and CFO Advisory Firms in New York, turning the complex choreography of tax problems into a seamless, graceful dance toward financial freedom. Our commitment is to help you resolve your tax problems quickly and efficiently. Join us on this incredible journey as we lead you through the intricate steps of resolving tax issues, helping you regain your financial balance with precision and finesse. Let's waltz through the world of tax resolutions, one graceful move at a time.
Problems Our Clients Face:
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Complex Business & Investment Integration: Managing operating companies, real estate, and stock investments across multiple states and jurisdictions is challenging.
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Overlooked Capital: Many miss valuable tax credits and grants, a crucial fourth source of capital.
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IRS Audits & Estate Complexity: With $60B in IRS enforcement, audits and estate planning challenges are growing.
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Maximizing Business Value: Many struggle to build value consistently until exit.
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Foreign & Multi-State Tax Confusion: Navigating multi-jurisdictional tax laws, including transfer pricing, can be overwhelming.
Solutions We Provide:
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Three Pillar Approach: We integrate operating companies, real estate/stock investments, and trust/estate planning for streamlined business management.
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Maximizing Company Value: We guide clients using leading indicators to build value all the way through equity or asset sales.
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Simplifying Accounting: As exclusive Northeast distributors of Color Accounting, we make financial models clear using the BaSIS framework (Language, Structure, Movement).
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Unlock Hidden Capital: We help uncover overlooked tax credits and grants.
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IRS Dispute Resolution: We defend clients in audits and enhance estate planning.
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International & Multi-State Tax Planning: For businesses operating across jurisdictions, we provide multi-state and international tax strategies, including transfer pricing, and ensure compliance.
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Capital Gains Mitigation: For real estate developers, we offer solutions like 1031 exchanges, DSTs, installment sales to defective grantor trusts, and captive insurance to mitigate capital gains and preserve wealth.
This full-service approach ensures that clients can maximize value, manage multi-jurisdictional complexities, and minimize tax burdens across various scenarios.
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At The Bee Dance CPAs, our ultimate goal is to take you through the entire business life cycle, starting where your business needs us.
We specialize in resolving complex tax issues and helping individuals and businesses navigate through tax challenges with expert guidance.
Explore opportunities to maximize your tax savings through available credits and deductions, ensuring you keep more of your hard-earned money.
Our innovative Color Accounting presentation simplifies financial understanding, making financial management more accessible and insightful.
We facilitate access to crucial financial resources, helping you secure the capital needed for business growth and stability.
Benefit from our Financial Planning and analysis services and gain access to expert financial leadership with our Outsourced CFO services in New York.
Ensure a smooth exit strategy with our due diligence expertise, making transitions and exits from businesses seamless and well-informed.
Trust us with your business tax matters, we've got you covered. Here are a few of the financial solutions we provide:
Our Tax Resolution Process
Consultation
We kickstart your journey with a personalized consultation. Our tax experts sit down with you to understand your unique situation, goals, and concerns. It's the moment when we tune in to your financial rhythm.
In-Depth Analysis
With your goals in mind, we dive deep into the intricacies of your tax troubles. Our expert investigators leave no stone unturned, meticulously examining your financial records and tax history. This phase is where we uncover the patterns and steps required for a seamless resolution.
Successful Resolution
Finally, being armed with insights from our analysis, we work on a precise plan to resolve your tax issues. Our tax experts lead you through the intricate dance of negotiations, settlements, and strategies, ensuring you achieve the best possible outcome.
