Services
Business tax services don’t need to be confusing or reactive. With over 20 years of experience — including senior roles at Goldman Sachs Asset Management and BDO USA — we provide proactive planning, technically sound compliance, and advisory support designed to reduce risk and support long-term growth.
We work with business owners, investors, and professional firms that need more than a return filed on time. Every engagement is handled directly by Cameron Greener, CPA — no hand-offs, no junior staff.
01
Business Tax Planning & Compliance
Proactive strategy, not just annual filing
A tax return is a record of decisions already made. For business owners with complex situations, the real value comes from planning that happens throughout the year — before income is recognized, before transactions close, and before options disappear.
We pair complete compliance with forward-looking planning that helps you stay ahead of your tax position rather than reacting to it after the fact.
Includes
- Federal and state income tax returns for LLCs, S-corps, C-corps, and partnerships
- Proactive tax planning and annual strategy reviews
- Quarterly estimated tax calculations and projections
- Multi-state tax compliance and nexus analysis
- Tax credit and deduction identification
- IRS correspondence, notice response, and audit support
02
Entity Selection & S-Corp Elections
The right structure changes everything
How your business is structured has a direct and lasting impact on how much you pay in taxes — not just this year, but every year going forward. For a growing business, the difference between the right structure and the wrong one can easily reach tens of thousands of dollars annually.
We analyze your current situation, model the alternatives, and implement the structure that fits — whether that’s an S-corp election, a multi-entity arrangement, or a restructuring of an existing setup that’s no longer serving you well. And as your business grows or changes, we revisit those decisions to ensure your structure keeps pace.
Includes
- Entity type analysis (LLC, partnership, S-corp, C-corp)
- S-corp election filing and implementation
- Entity conversions and restructuring
- Reasonable compensation analysis
- Self-employment tax minimization
- Ongoing structure review as your business evolves
03
Partnership & Owner-Level Tax
Complex allocations handled with precision
Partnership taxation is among the most technically demanding areas of the tax code. Allocation provisions, carried interest, tiered structures, distribution waterfalls, and multi-state filings require an advisor who has lived in this space — not someone reading the rules for the first time when your return arrives.
Cameron’s background includes years of partnership and fund tax work at Goldman Sachs and BDO, advising some of the most complex investment structures in the country. That experience translates directly to the quality and accuracy of what we do for our clients. Our goal is to ensure allocations are defensible, compliant, and aligned with the economics of your agreements.
Includes
- Partnership tax return preparation and review (Form 1065)
- Book and tax allocation analysis
- Capital account and tax basis tracking
- Distribution waterfall calculations, including preferred returns and tiered distributions
- Schedule K-1 preparation
- Owner-level tax planning and coordination
04
Advanced Tax Planning Strategies
Sophisticated planning for complex situations
For clients with more complex operations, significant assets, or planned transactions, the right planning strategies can create substantial and lasting tax savings. These are not aggressive positions — they are well-established provisions of the tax code that require careful analysis and precise implementation to use correctly.
We implement these strategies carefully, with full attention to the technical requirements and risk management implications of each.
Includes
- Like-kind exchanges (§1031) and other nonrecognition transactions
- Depreciation and cost recovery planning
- Cost segregation study coordination
- Qualified Business Income (QBI) deduction optimization
- Owner compensation and distribution strategy
- Qualified Opportunity Zone planning
05
Ongoing Tax Advisory & Consulting
A trusted advisor, not just a once-a-year filer
For clients who want more than year-end compliance, we offer ongoing advisory support throughout the year. That means you have a tax advisor you can call when a business decision has tax implications — before you’ve committed to it, while there’s still time to structure things well.
We act as a sounding board, a planning partner, and a coordinator with your legal and financial advisors — keeping your tax strategy aligned with the rest of your financial picture as your business moves forward.
Includes
- Year-round tax consulting and question support
- Mid-year and pre-year-end tax projections
- Transaction and structural change advisory
- Cash flow and tax liability forecasting
- Coordination with legal and financial advisors
- Support for business decisions with tax implications
Most clients find that the advisory relationship pays for itself many times over — not through aggressive strategies, but through timely planning that avoids the costly mistakes that happen when tax decisions are made too late.
Not sure which services apply to your situation?
Most clients come to us with a specific problem. We’ll help you figure out what actually needs attention — honestly, in plain language, with no obligation.