Tax Services
Tax Services
Beyond Simple Tax Preparation:
We Are Your Trusted Strategic Tax Advisor.
We specialize in strategic tax planning services tailored to your needs.
Our team of Strategic Tax Advisors are dedicated to evaluating your situation and providing the most advantageous tax strategy that puts the most money back in your pocket. We have discovered through new client interactions this is the most underserved and missed opportunity for tax professionals.
We work for you not the IRS
Our clients save many times over the investment in reduced tax liability (and refunds from prior years) through legitimate and tested tax strategies. Whatever your short and long term goals are our Strategic Tax Advisors can help tailor a tax strategy for you.
We help small businesses take control of their tax planning.
With proactive, year-round strategies designed to reduce liabilities and boost profitability, our expert team of Strategic Tax Advisors understands the unique challenges small business owners face and work closely with you to uncover deductions, leverage credits, and ensure full compliance—while keeping your long-term goals in focus. From entity structure advice to quarterly planning and beyond, we make tax strategy simple, effective, and aligned with your business growth.
Connect Your Organization to In-depth Tax Planning Solutions
Strategic Tax Planning
At TAG we focus heavily on strategic tax planning tailored to your situation and needs. One mold does not fit everyone and we take the time to understand you and your individual and/or business so we can provide you with the best advice. You will be assigned a dedicated Strategic Tax Advisor (STA) to work directly with you and/or your business. You will have direct access to your STA throughout the year to help guide you through the ever change tax landscape.
Federal Tax Compliance
Clients have been sharing their concerns and confusion about current federal tax compliance, and TAG provides a stable, consistent level of service to ensure your needs are met.
State and Local Tax (SALT)
For companies operating in multiple states, or looking to expand into other states, TAG can assist with compliance and planning in the form of nexus studies and determining potential jurisdictional liabilities that, if uncommunicated, could result in costly surprises down the line.
Tax Credits
TAG assists with analysis and filing various state and federal tax credits that can be in the form of deductions, or in some cases, true credits.
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Your Tax TAG Team
Robert J. Fumagalli, CPA
Partner, Strategic Tax Planning and ComplianceRobert J. Fumagalli, CPA
Partner, Strategic Tax Planning and ComplianceThe Bob Father. Papa. Outdoorsman/hunter.
Providing tax planning, tax compliance, and client accounting services with a client base of diverse industries.