CBIZ TAX SERVICES

CBIZ TAX SER VICES

Only two things in life are certain: death and taxes. And when it comes to tax laws, only one thing remains constant change. Although we all have the duty to pay the taxes we owe, no law requires that we leave a tip. With that in mind, the tax professionals at CBIZ work closely with you to identify and evaluate tax planning opportunities and make sure you do not pay any more tax than is rightfully due.
As one of the top 10 accounting and consulting providers in the nation, CBIZ has the extensive expertise to assist businesses, individuals, and tax-exempt organizations navigate the complex tax landscape. Our proactive approach, comprehensive range of technical skills, and commitment to excellence distinguish CBIZ from the competition. Our seasoned tax professionals value client interaction and strive to build a relationship as your trusted partner on a broad range of tax matters impacting your future. Invite us to the table and youll see that everything we do has a single focus your success.

TAX PLANNING & CONSULTING Businesses

Most executives avoid executing signicant nancial transactions without rst understanding the tax impact. An ounce of prevention is indeed worth a pound of cure when it comes to strategically planning how best to minimize a companys tax burden. Our tax professionals thrive on this challenge. Every day, we help our clients anticipate and adjust to the impact of various tax laws, providing assistance to ensure they remain competitive in their respective industries and professions. At CBIZ, our specialists are equally experienced with the countless rules impacting corporations, LLCs, partnerships, professional entities, and sole proprietorships. Our business services include: I I I I I I I I I I Mergers & acquisitions Transactional tax consulting Entity structure Buy-sell agreements & strategies Cost segregation studies Property tax compliance & valuation consulting Sales & use compliance and consulting, including tax recovery State & local income/franchise tax compliance & planning Statutory & negotiated incentives S Corporation planning & integration with shareholder tax implications

I FAS 109/FIN 48 outsourcing & consulting I Liquidation planning I LIFO consulting I International tax consulting I Research tax credit analysis & planning I Energy tax credit planning I Employee Stock Ownership Plans (ESOPs) I Analysis of new & proposed legislation CBIZ has ofces in major cities across the nation. And as a member of Kreston International, we provide our clients with access to experienced, independent accounting and business advisory services in over 70 countries worldwide. Get the tax advantage you need by putting CBIZ on your team!

Individuals
Our team of highly skilled tax advisors examines where our clients are today and discusses where they want to be tomorrow. Combining this information with in-depth industry expertise and the shared knowledge of a national tax practice, we develop tax planning strategies designed to help clients achieve their short and long term goals. We are on top of the most current tax law changes and know how to implement strategies that allow our clients to maximize the benets available, while recognizing the impact of negative provisions. Our services include: I Annual pre-year end planning to minimize tax liabilities I Business succession planning I Family estate & gift planning I Charitable giving I Personal nancial planning I Retirement planning I Stock option consulting I Education planning

Tax-Exempt Organizations
The world of nonprot organizations encompasses a completely separate and unique set of tax rules unrelated in many ways to those governing businesses. Steep penalties threaten the health of nonprots at every turn. Anything from fundraising to investing to the distribution of funds to accomplish the organizations core purpose can trip up the unwary. CBIZ understands the complexities of the tax-exempt world and offers comprehensive solutions, including: I Exemption application assistance I Consultation regarding IRS required reporting to donors I UBIT planning & consulting I Internal control development, documentation & implementation I Assistance with multiorganization structures, including For-Prot Subsidiaries, Foundations & Joint Ventures I State & local tax assistance I Executive compensation planning & reporting

TAX RETURNS/COMPLIANCE
CBIZ assists in the preparation of Federal and state income and property tax returns for: I I I I I I I I I I Individuals Regular Corporations S Corporations Partnerships LLCs Public & private charities Foundations Associations Estates Trusts

Always with an eye toward your success, CBIZ provides an integrated and efcient approach to meet all of your tax service needs. With CBIZ, you have more than a service provider; you have a partner and trusted business advisor who looks at the whole picture in order to deliver the solutions that help you accomplish your goals.

TAX CONTROVERSY REPRESENTATION

We provide assistance with all matters of controversies, dispute resolution, and collection matters for individuals, entities, trusts, and estates, regardless of the type of tax or the jurisdiction. If your return has been selected for a Federal, state, and/or local examination or if you have been contacted by a taxing authority to pay a tax you dispute, CBIZ has the experience and expertise to represent you through the entire process.

M U LT I P L E S E R V I C E S W I T H A S I N G L E F O C U S :

YOUR SUCCESS

Growth and Success. Efciency and Protability. Its likely these goals are top priorities for your business. Its also likely that the daily distractions of nancial, employee, and technology issues diminish your ability to focus on those goals. CBIZ enables you to dedicate your time to critical business matters by providing custom solutions that help you manage your nances, employees, and technology systems. We offer clients exceptional quality and diverse capabilities with the personal attention your business needs and deserves, all with a single focus: your success. For more information, contact your local CBIZ Advisor or call our toll-free help line, 1-800-ASK-CBIZ (1-800-275-2249).

N AT I O N A L R E S O U R C E S ; P E R S O N A L S E R V I C E
EMPLOYEE MANAGEMENT SERVICES GROUP HEALTH PAYROLL HUMAN CAPITAL SERVICES COBRA / FLEX RETIREMENT SERVICES RISK MANAGEMENT PROPERTY & CASUALTY INSURANCE WEALTH MANAGEMENT FINANCIAL SERVICES ACCOUNTING & TAX VALUATION INTERNAL AUDIT MERGERS & ACQUISITIONS FINANCIAL ADVISORY SOX CONSULTING COMMERCIAL & PERSONAL INSURANCE FOCUSED INDUSTRY SERVICES TECHNOLOGY SERVICES TECHNOLOGY CONSULTING SOFTWARE SOLUTIONS HARDWARE, NETWORKING & INFRASTRUCTURE

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