Tax Services

A tax return is simply a snapshot of history. At Concannon Miller, we provide the advice you need to create your future.

You don’t just want to comply, you want to flourish. Our tax services are about more than just compliance. We help design strategies to minimize your liability and that means taking time to fully understand your business, your plans for the future, and how opportunities in the law can work to your benefit.

This kind of advice only comes through a team with advanced experience. Our highly skilled and educated advisors can help you put together a comprehensive tax plan taking into account federal, state, and local taxes, with your business in mind and bring ideas to the table.

Our tax services include:

  • Tax minimization strategies
  • International tax strategies
  • Mobility tax services (Expatriate services)
  • Preparing tax returns—business and personal
  • R & D tax credits
  • Projecting taxable income and tax liability
  • Succession planning
  • Structuring business transactions to maximize tax benefits
  • Assessing tax-sheltered investments
  • Sales & Use tax planning
  • Multi-State (Nexus) Planning
  • Researching tax law and cases
  • Planning for officers’ compensation and fringe benefits
  • Analyze pension and profit-sharing plan opportunities
  • IRS examinations and appeals
  • Family estate and gift planning
  • Analyzing acquisitions and sales of businesses
  • Structuring business entities
  • Deferring tax payments
  • Obtaining incentive tax credits
  • Leveraging charitable giving
  • Cost segregation studies
  • Advising on new developments