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
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October 03, 2018
This time of year, taxpayers with investments should be reviewing their portfolio to determine year-to-date gains and losses. If you are projecting large capital gains, it might be a good time to sell a failing investment to counter the gains. This is not only helpful with tax planning, but also with making sure you understand […]
October 03, 2018
Data breaches are on the rise and many businesses are being reactive instead of proactive. It is hard to recover from bad publicity and loss of consumer trust. Not only is sensitive customer information at risk, but your business’s information is at risk too. According to the IRS, businesses are now becoming victim to identity […]
October 03, 2018
The Tax Cuts and Jobs Act (TCJA) created a new general business tax credit for certain businesses that grant their qualifying employees paid family and medical leave in 2018 and 2019. The IRS now has released Notice 2018-71, which addresses several related issues, including eligibility, types of leave covered, and calculation of the credit amount. […]
