Tax Management Services

At Green & Company, PC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Green & Company, PC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Business Valuation

When you need a business valuation you need a professional with experience working with business and the proper qualification.  Business valuation is a complex process that needs a broad knowledge of the business community.  Business valuation is an art rather than a science.  Since each and every business is as unique as its owners, the valuation analyst must understand the business as well as the environment in which it operates.  It requires many levels of judgement and a broad knowledge of accounting, financial statements, tax, finance, economics and general business conditions.  The valuation report must present findings that are supportable.

Expert experience

  • Construction companies
  • Trucking companies

Reasons to obtain a business valuation

  • Obtain financing
  • Sell or merge your business
  • Dissolve a corporation or partnership
  • Elect S Corporation status for a C Corporation
  • Estate and gift planning
  • Marital dissolution
  • Shareholder or partner disputes
  • Succession planning
  • Develop a tax plan to conserve wealth
  • Develop a plan to increase the value of your business
  • To implement buy sell agreements
  • Allocate purchase price of assets when purchasing a business
  • Determine ownership of goodwill (business vs. personal)
  • Minority oppression and dissent actions

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, Green & Company, PC can provide professional know-how to help you successfully structure and negotiate the deal. Green & Company, PC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.