Assurance Services
Tax Consulting
Consulting ServicesTax Consulting
Few business and personal challenges can be more frustrating than working with the Internal Revenue Code, especially with the new changes imposed by the Tax Cuts and Jobs Act. Understanding that code and finding opportunities in it takes a full-time commitment. Our tax professionals have the commitment necessary to give you peace of mind.
At Blue & Co., we combine a thorough knowledge of tax law with experience we’ve gained through years of working with individuals, partnerships, corporations, estates, trusts, and not-for-profits. We provide tax planning strategies that work to minimize your tax liability and help you keep more of what you earn.
Services Overview
Businesses
- Income tax preparation, consulting, and planning for pass-through and corporate entities
- Retirement planning for individuals
- Succession planning for closely-held businesses
- Mergers and acquisitions consulting and planning, including buy/sell side due diligence and transaction structuring
- International tax compliance, planning and consulting, including implementation of an IC-DISC, structuring foreign investments, and reporting of foreign financial accounts
- Not-for-profit tax compliance, consulting, and planning
- Payroll tax preparation and consulting – planning related to excessive compensation
- Sales and use tax preparation, consulting, and planning
- Tangible property tax preparation, consulting and planning
- Fixed asset and depreciation management and tracking
- Cost segregation studies
- Research and development tax credit
- Consulting related to selection and implementation of state and local economic incentives
- Employee benefit plan administration, compliance, and annual reporting, including ERISA reporting and disclosures
Individuals
- Individual tax preparation, consulting, and planning
- Estate tax planning
- Retirement planning for individuals
- Representation before the IRS or other tax authorities during audits, examinations, or notices
- Tangible property tax preparation, consulting and planning
- Fixed asset and depreciation management and tracking
- Personal financial planning through Blue Planning Solutions
Related Articles View All Thought Leadership
September 19, 2025
The highly anticipated “One Big Beautiful Bill” has passed – and with it comes sweeping tax changes that could significantly impact your business. This recorded webinar unpacks key provisions of […]
September 08, 2025
By Sara Jacobi, CPA, CEPA, Director of Taxation at Blue & Co. The One Big Beautiful Bill (“OBBB”), introduced two “no tax on” provisions that impact both employers and employees […]
July 28, 2025
Small business owners who work from home could save money on their taxes by taking the home office deduction, as long as they meet the requirements set forth by the […]
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