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    • Home
    • Business Services
      • Business Tax Services
      • CTA Reporting
      • Controller | CFO Services
      • Business Accounting
      • Financial Reporting
      • Bookkeeping and Payroll
      • Tax Accounting
      • Tax Planning & Advice
      • Business Advisory
      • Multinational Businesses
      • FBAR Services
    • Nonprofit Services
      • Nonprofit F990 Taxes
      • Financial Reporting
    • Tax | FBAR Services
      • Tax Preparation
      • Foreign Asset Reporting
      • Business Tax Services
      • Nonprofit F990 Taxes
      • Tax Planning & Advice
      • Tax Accounting
      • International Tax
      • Tax Refund Status
    • Consulting Services
      • Business Consulting
      • Tax Planning & Advice
    • Audit | Review Services
      • Audits and Reviews
    • About BAS CPA Firm
      • Firm Overview
      • Core Services
      • Knowledge & Leadership
      • Awards & Recognition
      • News & Events
      • CPA Blog
    • White Papers and Reports
    • Testimonials
    • Contact Us
  • Home
  • Business Services
    • Business Tax Services
    • CTA Reporting
    • Controller | CFO Services
    • Business Accounting
    • Financial Reporting
    • Bookkeeping and Payroll
    • Tax Accounting
    • Tax Planning & Advice
    • Business Advisory
    • Multinational Businesses
    • FBAR Services
  • Nonprofit Services
    • Nonprofit F990 Taxes
    • Financial Reporting
  • Tax | FBAR Services
    • Tax Preparation
    • Foreign Asset Reporting
    • Business Tax Services
    • Nonprofit F990 Taxes
    • Tax Planning & Advice
    • Tax Accounting
    • International Tax
    • Tax Refund Status
  • Consulting Services
    • Business Consulting
    • Tax Planning & Advice
  • Audit | Review Services
    • Audits and Reviews
  • About BAS CPA Firm
    • Firm Overview
    • Core Services
    • Knowledge & Leadership
    • Awards & Recognition
    • News & Events
    • CPA Blog
  • White Papers and Reports
  • Testimonials
  • Contact Us

Tax Planning & Advisory Services

For business owners or executives, foreign nationals, individuals or families with complex financial situations, investments, and tax filing requirements, our tax planning and advisory services help to minimize tax liabilities and maximize cash flow.


Working closely with each client we help to develop and implement strategies which help to offset the tax implications resulting from complex compensation plans, foreign holdings, investments, estates, gifting plans, trusts and other assets that involve complicated fiduciary responsibilities and filing requirements. 


Via the following array of services our clients are able to proactively plan for the future, leverage current tax incentives, defer income if possible and align their finances with the tax standards and regulations stipulated by U.S. accounting regulators and U.S. tax authorities:


  • Tax services for family partnerships and LLCs
  • Personal financial statement preparation
  • Estate, trusts and gifting strategies
  • Tax planning of retirement payouts
  • Inheritance tax planning and preparation services
  • Tax analysis and projections
  • Stock option strategies 
  • Life change support
  • Reporting of foreign assets and financial accounts
  • Reporting of foreign entities and subsidiaries
  • Consolidation of financial statements
  • Reporting of foreign income 
  • Foreign tax credits
  • International tax treaties 
  • US exit tax 

We're here to help

Contact us today for assistance with your tax strategy and advisory needs. 


Tel: (571) 495-2BAS | (571) 495-2227 

Contact us for assistance

Datasheet

BAS Tax Strategy and Advisory Services Datasheet (pdf)Download

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