Tax Consulting and Compliance

Develop a tax consulting strategy and optimize performance

Our seasoned tax professionals partner with you to offer practical, accessible guidance and to develop a detailed strategy that supports your unique needs. We excel at tax strategy and solutions, placing an emphasis on building long-term relationships.

Our deep expertise spans a full range of tax concerns, tax services and consulting to support individuals, businesses, and nonprofit organizations. Our tax consultants are specialists in their industry, working closely with their colleagues across the firm to deliver integrated, comprehensive solutions.

Tax consulting and compliance services

BerryDunn offers a full range of tax services for businesses of all sizes across all industries.

Tax consulting and compliance

Develop a tax strategy and get tailored guidance

State and local tax planning

Remain compliant with all reporting obligations

International tax planning

Navigate complex tax issues and get actionable tax advice

Nonprofit tax consulting

Create a comprehensive, coordinated, and compliant tax strategy to support your mission

Tax credits and incentives

Optimize your available tax benefits with strategic support services

ASC 740

Manage tax risk and uncover strategic tax opportunities

BerryDunn’s tax consultants offer expertise for large corporations and small businesses alike. We keep abreast of the latest updates, laws, and regulations to make sure our clients are in compliance with all reporting obligations.

Tax-efficient transactions

Navigate complex tax issues and avoid compliance risks for business deals like sales, mergers or investments to help reduce your tax burden.

Mergers, acquisitions, and restructuring

BerryDunn works with both buyers and sellers to assess compliance risks prior to a transaction.

ESOP accounting, tax, and advisory services

We provide comprehensive advice and counsel on the establishment of Employee Stock Ownership Plans (ESOPs)—from feasibility and tax analysis to plan design.

Dispute resolution

When clients are faced with examinations by local, state, or IRS authorities, the BerryDunn team provides vital insight, analysis, and support.

State and local tax planning

BerryDunn’s tax consultants help you gain control in a shifting landscape of state and local tax laws. We stay ahead of the curve on tax rulings and changes, help our clients address or avoid exposure, and identify cost-saving opportunities.

Nexus review

From individual state reviews to more comprehensive studies, our team assists our clients in reviewing the activities that may create a nexus and identifying the jurisdictions where nexus applies.

Voluntary disclosures audit defense

We help mitigate the exposure resulting from unfiled and unpaid taxes by assisting clients with entering into voluntary disclosure agreements and help with audits/controversies.

Tax credits and incentives

Ensure that you are optimizing your available tax benefits with our strategic tax credit and incentives support services.

Transactions

Our state and local tax experts can help with due diligence and work with clients to strategically plan a transaction, identifying areas of concern, and making recommendations.

International tax planning

From entering new markets to ensuring compliance across borders, our team provides you with the international tax expertise and experience you need, and the dedicated customer-first approach you deserve.

Nonprofit tax consulting

Our dedicated team of nonprofit tax consultants helps tax-exempt organizations gain control over a variety of tax issues. Our extensive experience with nonprofit tax can assist in the myriad of issues tax-exempt organizations face on a daily basis.

IRS Forms 990 and 990T

We partner with you when filing your IRS Form 990 and 990T, using it as a strategic tool.

Unrelated Business Income (UBI) tax

We help you navigate the rules that distinguish tax-exempt revenue from UBI and help ensure that your reporting is correct.

501(r) compliance

We work tax-exempt hospitals in a mock audit setting to ensure compliance with 501(r) regulations.

Tax credits and incentives

With deep experience in federal and state tax credits and incentives, BerryDunn’s tax consultants help clients determine whether they qualify for tax incentives, quantify corresponding tax savings, and accurately document information for claim filings.

Renewable energy investment credits

As an increasing number of renewable energy credits become available at both the state and federal levels, our tax experts work hard to keep up with the latest credits to ensure you get the most tax savings available.

Research and development tax credits

Our broadly experienced R&D tax credit team can help your business optimize its federal and state R&D tax credits and assist with developing processes and documentation required to sustain the credits.

Qualified opportunity zones

We can help you understand the potential tax benefits and requirements and determine if opportunity zone investment is right for you.

Empowerment zone credits

We provide a thorough review of your empowerment zone opportunities to ensure you receive the proper credits for your presence in distressed areas.

Rehabilitation credits

For real estate developers who renovate, restore, and reconstruct old buildings, we can help you take advantage of this incentive to help reduce costs and increase margins.

Low Income Housing Tax Credits (LIHTC)

Our tax specialists understand available tax credits and can provide services such as first year tax credit calculations, 10% tests calculations, 50% tests on tax-exempt bond financing, and other services.

ASC 740

Our tax team can help ensure our clients’ income taxes are accounted for and recorded in their financial statements.

Benefits of working with BerryDunn's tax consulting and compliance team

Trusted, collaborative partners

BerryDunn takes a highly collaborative approach, keeping trust at the center of each client relationship, investing time in getting to know their needs, and developing a tax solution that is as unique as they are.

Integrated, industry-focused expertise

We embed our tax experts within every industry practice group at our firm to give clients highly specialized and closely integrated services at every level, for every need.

Proven, scalable solutions

BerryDunn's tax team is equipped to partner with entities, both large and small—from a small tax-exempt hospital navigating the UBI tax to a large financial institution dealing with a complex transaction, and much more —we are positioned to help.

Comprehensive tax consulting expertise for any industry

Distinguished by tax expertise that spans the full spectrum of industries and an emphasis on partnership-driven relationships, BerryDunn excels at tax strategy and solutions. We invest in our clients by forming long-term relationships because we value their commitment to their work as much as we value our own. We make understanding our clients’ tax needs a priority so we can craft custom solutions to solve their one-of-a-kind challenges. Our in-house tax consultants are deeply focused on their industry and collaborate closely with their colleagues across our firm to deliver comprehensive solutions for every need.

About us