Tax

Comprehensive Cross-Border Tax Strategies

Taxes are an unavoidable fact of success, but the right advisors can leverage local and national laws to minimize or eliminate your liabilities. Our thorough knowledge of the U.S. tax code and our ability to stay abreast of ever-changing legislation allows our clients to make more informed decisions about their business and personal tax strategies.

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Private Clients

High net-worth (HNW) individuals partner with Aptios to stay one step ahead on tax considerations. Our services extend beyond preparing timely and accurate returns and include:

  • Strategic tax counseling
  • Estate and trust tax planning and preparation
  • Limited family partnership and succession planning
  • IRS representation for both civil and criminal audits

Businesses

Aptios advises businesses on a range of matters that can impact their financial security, especially state and local tax planning. We also perform:

  • Annual tax return preparation
  • Corporate tax restructuring and reorganizations
  • Nexus study on state and local tax issues
  • Tax credits (R&D, Empowerment Zone, etc.)
  • Tax exempt organizations, charities, 501(c)(3)
  • IRS representation for both civil and criminal audits

International Tax

We offer robust cross-border tax strategies, as well as asset structuring services that minimize tax liabilities while still complying with local and national reporting requirements. Visit our International section for details.

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305-774-2945

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