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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
June 18, 2026
By Aimee Reavling, CPA, Director and Sara Jacobi, CPA, Firm Director of Taxation at Blue & Co. Recent court decisions, including Kwong v. United States, may create an opportunity for […]
June 12, 2026
By Peter Hillenbrand, Senior Consultant at Blue & Co. Across the Midwest, Industrial Outdoor Storage (IOS) properties are rewriting the rules of commercial real estate. Vacancy rates are averaging near […]
April 29, 2026
By Carson Lorts, CPA, Senior Manager at Blue & Co. Qualified Opportunity Zones have now been around for nearly 10 years after their creation under the Tax Cuts & Jobs […]
Connect with our team.
To learn more about our services and areas of expertise, send us a message.
Luke Lamb’s experience highlights the collaborative culture and growth opportunities that define life at Blue & Co. Through meaningful mentorship, accessible leadership, and a team-oriented environment, Luke has been able to take on new challenges and continue growing professionally.![]()
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We are committed to investing in our people at every stage of their career, creating opportunities to learn, build relationships, and become well-rounded leaders.![]()
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To learn more about what makes Blue & Co. such a great place to work, head to hubs.la/Q04kyGPT0
Federal grant compliance may soon look very different for exempt organizations.![]()
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Recent proposals from the Office of Management and Budget, combined with Treasury's plans to expand Form 990 reporting, signal increased expectations around transparency, documentation, and the use of federal funds.![]()
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While many details are still being finalized, organizations that receive, or hope to receive, federal funding should begin evaluating their documentation and compliance processes now.![]()
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Our latest article outlines the proposed changes, key timelines, and practical steps organizations can take to prepare.![]()
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Read more here: hubs.la/Q04nMnwZ0
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