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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
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By Stephen Stringer, CPA, Director and Amy Sandlin, CPA, Senior Manager at Blue & Co. LLC News of incredible technological advancement and the rapid pace at which it is changing […]
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By Amy Sandlin, CPA, Tax Quality Control at Blue & Co. Tens of millions of businesses are estimated to be now required to file a Beneficial Ownership Information Report (“BOIR”) […]
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By Cayleb Reyes, Senior Accountant and Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. Significant changes to the Ohio Commercial Activity Tax (“CAT”) will impact businesses this year, […]
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To learn more about our services and areas of expertise, send us a message.
The Centers for Medicare & Medicaid Services has released their 2025 IPPS Final Rule, with changes going into effect on October 1, 2024. There is a new opportunity related to Medicare essential medicines payment that small, independent hospitals with 100 beds or fewer need to be aware of. ![]()
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To learn more, read the article here:![]()
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#CMSfinalrule #healthcareconsulting #healthcarereimbursement
Members of our healthcare practice traveled to Naperville, IL today to participate in the First Illinois chapter HFMA’s scholarship event. ![]()
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They got to enjoy Topgolf and networking with other chapter members. ⛳️
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