At Ciampi Tax, we provide tailored solutions designed to meet the unique needs of your business. Whether you need help navigating tax filings, optimizing your financial strategies, or planning for future growth, our team is here to guide you every step of the way.
We work diligently to understand your business’s specific needs, identify the services that can benefit you most, and uncover additional opportunities for savings that you may be missing out on.
Tax Preparation
Navigating the complexities of tax laws and regulations can be challenging for business owners. Our expert tax team stays up-to-date with evolving tax legislation to ensure your business remains compliant and maximizes all potential benefits.
We offer comprehensive tax preparation services for a variety of business types, including:
- Partnerships – Form 1065
- S Corporations – Form 1120-S
- C Corporations – Form 1120
- Non-Profit Organizations – Form 990
By entrusting us with your tax preparation needs, you can focus on growing your business while we handle the details.
To help you get started:
- Refer to our Business Tax Return Checklist to gather the necessary tax documents.
- Track your revenue and expenses year-round with our Business Income & Expense Worksheet.
- For business-related rental properties, consult our Rental Income & Expense Worksheet.
Let us simplify tax season so you can focus on what matters most—your business.
Tax Planning
Effective tax planning ensures year-round attention to the unique financial needs of your business. We collaborate closely with our clients to navigate both financial successes and challenges, helping to protect your bottom line by minimizing tax liabilities.
Tax planning opportunities are not always obvious. With our team by your side, you gain access to strategies that might otherwise be overlooked. Our expertise in federal, state, and local tax legislation allows us to stay ahead of the latest developments and identify innovative ways to reduce your tax exposure.
Our tax planning services include:
Capital Gains Analysis: Assessing the impact of asset sales and investments.
Estimated Tax Analysis: Avoiding surprises with accurate forecasting.
Implication Review: Evaluating tax outcomes for financial decisions.
Withholding and Retirement Analysis: Ensuring optimal deductions and retirement contributions.
Tax Savings Vehicles and Strategies: Identifying opportunities to maximize savings.
Business Structure and Tax Exposure Implications: Advising on entity types and related tax considerations.
Let us help you achieve financial clarity and optimize your tax strategy, so you can focus on growing your business with confidence.
Please review and follow the steps on our Getting Started page to begin your tax planning.
Consulting
As a trusted business partner, we provide expert analysis and strategic advice to help you navigate any business opportunity or challenge.
Whether you’re considering expansion, selling, or restructuring your business, our expertise, business acumen, and analytical capabilities will guide you in making informed decisions that align with your goals.
Our consulting services include:
Forensic Accounting: Identifying financial irregularities and ensuring transparency.
Operational Efficiency: Streamlining processes to maximize productivity and cost savings.
Operational Audits: Evaluating the effectiveness and efficiency of operations.
Business Valuation: Determining the true value of your business.
Business Formation and Structure: Advising on the best entity type for your goals and tax strategy.
Financial Planning: Creating tailored strategies for long-term financial success.
Strategic and Operations Planning: Developing plans to meet business objectives and improve performance.
Accounting and Data Analysis: Leveraging data to uncover insights and drive decision-making.
Business Plans, Forecasts and Financial Projections: Providing detailed roadmaps for future growth and profitability.
Pre-Acquisition and Merger Due Diligence: Evaluating potential opportunities to mitigate risks.
Processes, Workflows and Procedure Development: Building efficient systems for sustainable growth.
Profitability Analysis: Identifying areas to enhance profitability and optimize operations.
Partner with us to gain actionable insights and the confidence to make decisions that position your business for long-term success.
Representation
Receiving a letter from the IRS or another taxing agency can be stressful, but don’t panic – our team is here to help. The IRS sends hundreds of thousands of letters to business taxpayers each year, often requesting additional documentation or claiming more money is owed.
These situations require careful analysis, as they may result from agency errors or missing information.
Every case is unique, and trying to resolve it alone can be overwhelming. With decades of experience representing taxpayers, our team works directly with taxing agencies to skillfully evaluate your situation, develop a resolution plan, and provide your company with the best options available. Over the years, we’ve successfully negotiated hundreds of cases, saving clients significant penalties and interest.
Our Representation Service areas include:
- Taxing Agency Audits/Exams (corporate, sales and use tax, payroll)
- Multiple Years of Unfiled Returns
- Delinquent Tax Filings (sales and use tax, payroll)
- Workers’ Compensation Audits
- Personal Property Tax Declarations
- Collections
- Liens and Levies
- Dispute Resolution
- Collection Matters & Installment Agreements
To engage our services, please provide:
- A copy of the letter from the taxing agency
- Your tax folder with original documents for the year(s) in question
- An explanation of the situation
- A signed Power of Attorney (IRS Form 2848)
Litigation Support
Our litigation support team provides expert assistance in resolving contractual disputes, investigating fraud, and addressing forensic accounting needs. In addition to investigative services, we offer business consulting and litigation expertise to support a broad range of legal matters.
Our team can assist with:
- Case Assessment and Strategy Development
- Discovery and Evidence Analysis
- Expert Witness Testimony
- Tax Analysis for Legal Matters
We uncover, analyze, and compile critical data into clear and persuasivepresentations. Areas of expertise include:
- Bankruptcy
- Business Interruption Claims
- Business Valuations
- Commercial and Contract Damages
- Employee Fraud
- Fraud Examinations
- Fraudulent Conveyance and Solvency Analyses
- Business Continuity Planning (BCP)
- Lost Profits Analyses
- Shareholder Disputes
- Tax Fraud
Our team delivers the financial insights and expertise needed to strengthen your case and support your legal objectives.
Accounting and Bookkeeping
Managing your business’s finances can be challenging, especially as your operations grow and evolve. Whether your bookkeeping system needs an upgrade or your business lacks dedicated accounting staff, we offer comprehensive services to simplify and streamline your financial operations.
As your business changes, we’ll provide the guidance and planning needed to ensure your accounting and financial systems keep pace with your goals.
Our firm is QuickBooks ProAdvisor certified, and we specialize in:
Bookkeeping Setup: Establishing efficient systems tailored to your business.
Bookkeeping Cleanup: Resolving inaccuracies and ensuring your records are up to date.
Financial Statement Preparation: Providing clear insights into your business’s financial health.
Quarterly and Year-End Payroll Taxes: Ensuring compliance and timely filings.
Year-End Tax Filings: Preparing forms such as 1099, 1096, W-2, and W-3.
Sales, Use, and Excise Tax Preparation: Managing tax obligations with accuracy.
Personal Property Tax Declarations: Handling required filings for your business assets.
Annual Income and Expense Reports: Delivering detailed summaries for better decision-making.
Let us handle the details, so you can focus on running and growing your business with confidence.
Startup
Starting a business is an exciting journey, but it can also feel overwhelming. From choosing the right structure to managing compliance and cash flow, we’re here to guide you every step of the way.
We help you evaluate liability protections and tax implications for various entity options – LLC, S-Corp, C-Corp, Non-Profit, or Sole Proprietorship – ensuring the structure aligns with your goals and objectives.
Our expertise extends to:
Incorporation: Assisting with formal business establishment.
Taxing Agency Registration: Managing IRS and Department of Labor requirements.
S Corporation Election: Guiding tax status selection for efficiency.
Bookkeeping Setup and Management: Laying the foundation for accurate financial records.
Cash Flow and Profitability Analysis: Ensuring financial health and growth potential.
Tax Planning and Retirement Options: Identifying credits and savings strategies.
We also proactively recommend strategies to improve efficiency, reduce taxes, and support your business in its infancy. Let us simplify the process so you can focus on turning your vision into reality.
