Local Tax (Federal/State/ Domestic)

Federal

The global tax landscape is constantly evolving, and companies require services that will work closely with them to provide a tax management strategy that accurately informs how income tax will affect future business decisions while carving out opportunities to create value at minimal risk over the lifecycle of a business. Transaction tax planning and strategy can drive significant value for companies by reducing costs, improving cash flow, and minimizing tax liabilities.

We Provide the Following Federal Tax Service Offerings:

  • Federal Tax Reporting and Compliance
  • Structure Implementation and Documentation
  • Tax Department Performance Optimization
  • Restructuring / Troubled Company Tax Solutions

Why A&M

As part of our comprehensive federal tax strategy process, we can assist with an overall plan to meet your tax obligations efficiently. A&M’s experts will aid in developing and documenting a tax structure for transactions, working as true, day-to-day advisors. Some client benefits include:

  • Risk Mitigation: During transactions, unresolved tax issues can cost money. By approaching the project with an eye for diligence our clients are better prepared for exit and can limit exposure.
  • Improved Value: We help companies capture value in transactions by resolving issues beforehand to reduce tax liabilities and improve tax structures.
  • Beyond Tax: Our relationships with our clients and our comprehensive advisory expertise means we are trusted advisors for companies in their daily decision-making.

The A&M Difference

Our Federal Tax team customizes its approach to the client’s business strategy, acting as a true partner to create value, save taxes and position the organization for optimal transaction outcomes. As an independent tax advisory service, we are free of audit-based conflicts of interest. A&M Tax is your solution to today’s pressing tax issues. Clients value us for our:

  • Responsiveness: A&M applies the right team to the right challenge when the client needs crucial tax advisory assistance.
  • Independence: Since we are not an audit firm, we can independently advise the client in all areas of their business, assisting management in ways that the Big Four cannot.
  • Trusted business advisory: We develop a relationship of trust with the client so when they call about an issue, they know we’ll respond. Clients quickly learn that we can assist in many non-tax related matters: We work as a partner in the business.
  • Deep bench of transaction experience: Our practice is so much more than filing tax returns and maintaining compliance. We have a wealth of transactional and other resources at A&M that we can tap intom at a moment’s notice, providing our employees with extensive careers working across many areas which our clients value.

Learn more about Federal Tax

Meet Our Practice Leaders

    • Tom Aiello

    • Managing Director
    • Washington, D.C.
    • learn more
    • Michael Eagan

    • Managing Director
    • Washington, D.C.
    • learn more
    • Jennifer Hicks

    • Managing Director
    • Washington, D.C.
    • learn more

State/Local

As state and local tax regulations become increasingly complex, it is essential that organizations review their operations for risk and compliance.

We Provide the Following Federal Tax Service Offerings:

  • State income, franchise, and gross receipts tax services, including refund analysis and planning for business operations and expansions
  • State and local tax ramifications of reorganizations and mergers and acquisitions, including due diligence
  • Management and defense of examinations by state and local government authorities
  • Planning and solutions for efficient tax compliance
  • Performance improvement evaluations of people, operations, systems and administrative support
  • Sales and use tax integrated solutions, including refund opportunities for sales tax and other transactional taxes.
  • Credit and incentives, including property tax abatements sales and use tax benefits, customized training, income and franchise tax reductions, cash grants, and others
  • State reporting of Internal Revenue Service revenue agent reports
  • Multistate income tax provision (ASC 740) assistance services

Why A&M

Key benefits of A&M’s state and local tax services include:

  • Customized solutions: A&M’s state and local tax services are tailored to meet clients’ unique business needs. Our personalized solutions are designed to reduce our clients’ overall state tax rate, subsequently increasing earnings and minimizing non-income tax burdens.
  • Practical advice and exceptional service: We focus on the tax implications of your organizational structure, business transactions and mergers and acquisitions. We can help you align your organization’s business objectives and strategies, with a comprehensive and efficient multistate tax posture. Our seasoned professionals work to help you effectively manage your transaction tax burden and function to increase your cash flow.
  • Confidence and peace of mind: Whether your operations are in one state or in many, rely on A&M for sustainable planning that helps ensure proper compliance and reporting.
  • Trusted partnership: A&M offers assistance during complex state tax audits and representation before various taxing jurisdictions. Due to pandemic-caused budget deficits, various states are expected to aggressively pursue tax reviews. Our experts stand ready to serve as trusted partners to navigate post-pandemic tax changes.

Meet Our Practice Leaders

    • Benjamin Diaz

    • Managing Director
    • Miami, FL
    • learn more
    • Brian Pedersen

    • Managing Director
    • Houston, TX
    • learn more
    • Eric Mussler

    • Managing Director
    • Charlotte, NC
    • learn more
    • Emilio Martinez

    • Managing Director
    • Miami, FL
    • learn more