Business Tax Planning,
Advisory, & Compliance

Our Business Tax Advisory Services team takes a consultative approach to assist business owners with comprehensive solutions that extend far beyond the tax return.   Our deep understanding of our client’s goals and business allow us to focus on the best tax planning alternatives to support your businesses financial success. 

Be A Part Of Our Team

Comprehensive Business Tax Preparation Services

Our tax specialists have a comprehensive understanding of international, federal, state and local tax regulations – and as an independent member of the BDO Alliance, we can assist in developing cost-effective business tax strategies for organizations around the globe.

Developing Business Tax Planning Strategies

It is never too early or late to start a tax plan. Our goal is to provide peace of mind. Our tax professionals remain current on ever-changing tax incentives, and regulations. These advisors have many years of experience in return preparation that will maximize tax specific incentives when possible.

Our Suite of Business Tax Services

01 — 05

Year-End Tax Returns

Corporations, Partnerships, LLCs
and Consolidated Entities.

Learn more →

Multi-State Tax Returns

• Nexus Analysis
• Apportionment Considerations
• Research other state matters

Learn more →

Ongoing Review of Tax
Law Changes

Our experts help you navigate the intricacies of our every
changing tax code to minimize your tax liability.

Learn more →

Multi-Entity Planning

Identifying business activities to
create separate viable companies.

Learn more →

Entity Analysis

Choice of Entity Analysis from a
tax perspective.

Learn more →

Fixed Asset Depreciation
and Analysis

A deep dive into your assets and depreciation.

Learn more →

PTE (Passthrough Entity Tax)

Our professionals will help you avoid
double taxation on your business earnings.

Learn more →

Income Tax Provisions

Accurately calculate and report your income
tax expense in accordance with GAAP.

Learn more →

Federal and State Examination
Representation and Assistance

From an in-depth understanding of policies and regulations
to the strategic know-how to put this knowledge
into action, we’re committed to guiding you every
step of the way.

Learn more →

Year-End Accounting

A complete clean-up with the assistance of
our diligent CAAS department.

Learn more →

Specialized Support for Professional Services Firms & Owners

For professionals—such as partners at law firms, owners of medical practices, or consulting firm leaders—Sassetti offers a holistic support model that bridges both business and personal financial strategy:

- On the business front, we align your firm’s tax and financial structure with your long-term objectives.

- On the personal side, whether through estate and trust planning or wealth preservation strategies, we deliver advisory services tailored for high-net-worth individuals.

Learn More

Tailored Expertise for Manufacturing & Distribution Businesses

With deep roots in manufacturing and distribution, our Business Tax Services Team provides not just compliance and preparation but also forward-thinking advisory support. From audit-readiness and multi-state tax coordination to cost optimization and succession planning, we help operations like yours operate leaner, grow strategically, and navigate evolving tax landscapes with confidence and clarify.

Get started

Dedicated Tax, Advisory & Compliance Support for Nonprofit Organizations

For nonprofits striving to focus on their mission while navigating financial oversight, our services include:

- Audit & Assurance—Expert single audit and traditional audit services, designed to ensure regulatory compliance and financial integrity.

- Tax & Exempt Status Guidance—From Form 990 filings and UBIT compliance to obtaining and preserving tax-exempt status, we offer thorough, compliant support.

- Governance Plus Operational Strategy—Guidance on governance frameworks, internal controls, and cash flow planning, backed by sustainability assessments for long-term health.

Get started

Strategic Advisory & Compliance for Technology Companies

For tech businesses—our services include:

- High-level tax planning, assurance, and advisory support, designed for rapid technology evolution and regulatory complexity.

- Expertise in financing, accounting systems, and growth transitions, helping ensure strategic and financial alignment.

- Robust employee benefit plan auditing to streamline HR-related compliance and minimize exposure.

Get started

Tailored Tax, Advisory & Compliance Solutions for Construction Businesses

For firms in construction—whether you're managing estimates, overseeing heavy assets, or coordinating job costing—the services we offer include:

- Strategic Profit & Cost Optimization: We help sharpen your job costing and asset utilization strategies to enhance margin outcomes and operational agility.

- Deep Industry Insight: From general contractors and home builders to landscapers and haulers, we deliver advisory support that’s customized to your specific segment.

- Collaborative Efficiency: By closely partnering with your operations, we identify inefficiencies, reduce waste, and build financial practices that drive long-term business sustainability.

- Benefit Plan Compliance: Auditors on our team provide reliable, year-round support for your employee benefit plans—maintaining compliance and simplifying audit readiness.

Get started

Targeted Advisory & Compliance for Hospitality Operators

For businesses in hospitality—such as hotels, restaurants, resorts, and event venues—our services include:

- Tailored bookkeeping and accounting systems—designed to reduce costs, sharpen operational visibility, and enhance profitability. Custome financial reporting & assurance with deep industry insight.

- Hospitality-focused tax strategy—including income and sales tax optimization, compliance, and forward-thinking advisory.

- Strategic consulting—to help you tackle shifting market dynamics, manage risk, and unlock opportunities for growth.

- Employee benefit plan audit readiness—ensuring compliance, minimizing errors, and offering clear next steps when corrections are needed.

Get started

Specialized Real Estate Advisory, Planning & Compliance

For businesses and professionals involved in real estate—whether investing, brokering, managing, or developing—our services transcend basic preparation to deliver:

- Strategic tax planning across acquisitions, leases, exchanges, and financing.

- Tailored entity structuring, depreciation strategies, and QOZ investment planning.

- Deep-dive lease reviews, incentive optimization, and regulatory compliance guidance.

Estate and asset succession planning built for property holdings.

Get started
Firefly Imagen A Woman Accountant (attached) Helping Another Person File Taxes At A Desk 246641 Copy

Tax Credits & Incentives: Advisory & Long‑Term Strategy

Beyond identifying tax credits and incentives at federal, state, and local levels, we guide clients in developing long‑term strategies—such as income deferral, gifting techniques, and credit optimization—to maximize savings over time while remaining compliant and forward-thinking.

Corp Tax Planning

Corporate Tax Planning

Sassetti’s Corporate Tax Planning is a comprehensive service that helps businesses reduce their tax liabilities while staying compliant with tax laws and regulations. Our team of experienced tax professionals works closely with corporate clients to identify and optimize tax-saving opportunities, such as tax credits, deductions, and incentives. We also provide guidance on tax implications for mergers and acquisitions, as well as assistance with tax structuring and planning for international operations. At Sassetti, we recognize that every business is unique, which is why we tailor our tax planning strategies to each client’s specific needs and objectives. Our goal is to help businesses minimize their tax burden and maximize their financial success.

Meet the Experts

Our team members have spent a lot of time problem-solving for a variety of industries. Their expertise is unmatched and they are driven and excited about new challenges.

Eric Franklin Headshot

Eric Franklin

Senior Tax Manager