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Tax Planning & Preparation

Smart planning from the start.

BeachFleischman’s tax advisors take a proactive tax planning approach to help clients minimize taxes and optimize cash flow. We work closely with you to understand your current tax situation and look for opportunities to take advantage of federal, state, and local tax deductions and credits.

Would you like to understand the tax consequences of a proposed business activity or large transaction? Are you looking for alternative tax planning strategies with varying degrees of risk? Do you max out your retirement plan contributions and manage your cash flow in a way that reduces your tax burden?

Keeping your investments and business growth plans in mind, our tax advisors develop tailored strategies to help you address tax consequences and achieve your financial goals. They will also review the associated risks and rewards so you can make an informed choice.

Would you like to work with a team that can build a tax plan with your business goals in mind while helping you remain compliant with tax laws? Let BeachFleischman help.

Services we offer
  • Research & development credits
  • Sales and use tax compliance and planning
  • Solar energy credits
  • State and local tax compliance and planning
  • Stock option and incentive compensation plans
  • Tax-deferred exchanges
  • Tax planning and projections for specialized industries
  • Tax preparation for individuals, businesses, estates, trusts, and nonprofit organizations


Partner with our tax services team!

BeachFleischman's tax team will work with you to ensure you pay what is required, plan for the future, and employ astute strategies to keep as much of your hard-earned money as possible. We look forward to connecting with you.

Contact us