Plan Proactively to Reduce
Your Business Tax Liability

Business Tax Advisory and Planning Services

If you’re tired of paying too much in taxes, better planning will help. Our experienced CPA business tax advisors work proactively to develop a strategy that reduces tax liability while maintaining compliance. We improve your cash flow and free up funds for other priorities or to pay owners and shareholders.

While corporate tax planning services have the simple but important goal of reducing the federal and state taxes you pay, it takes the right approach. We combine a deep knowledge of your business with a grasp of tax laws and effective strategies. It’s a service that can save you thousands (or millions) a year.

We look at the big picture to help reduce future tax liabilities.

Being proactive and working year-round is one of the most effective ways to pay less taxes. Decisions you make throughout the year add up to better tax day results. We’re with you every step of the way and continually assess and reassess your company’s tax-related operations.

Your business tax preparation becomes better organized when you have tax advisory. It reduces errors, makes filing more straightforward, and reduces liability. Using a fractional tax advisor also allows you to tap the knowledge and expertise of a CPA above what your staffing budget may allow.

Tax Planning Matters at Every Business Phase

Start-Ups and Businesses in Early Stages

Before and After Restructuring

Companies Undergoing Rapid Growth

Mature Businesses Paying Too Much

Business Tax Planning Opportunities

There are tax planning opportunities that work for nearly all businesses and some that are more specific. We bring you insight that covers the spectrum and considers the one-of-a-kind nature of your operations. The sooner you start working with us, the better informed you become, and it can reduce your taxes in the short- and long-term.

A few examples of potential tax savings opportunities include:

Claiming all your deductions and credits – ordinary tax pre can easily miss some

Reviewing and possibly changing your entity structure (e.g., LLC vs. C corporation)

Making well-planned charitable contributions

Funding employee benefits – save taxes, treat your people well, help to recruit

Saving for your retirement if you’re a small business owner

Selling operations or products that are money losers

When you have the right CPA business tax advisor available, you’ll have someone to bounce ideas off of and help you make better decisions. If you have excellent instincts, they might get you far in business, but tax liabilities are an entirely different animal. Our advice can increase your success exponentially.

At Walker Advisory, we take pride in the quality of tax advice we offer and make it easy to work with us. We’re there when you need us around tax time and throughout the year. Our tax planning is an excellent complement to our fractional CFO and controller services and bookkeeping support.

A Tax Reduction Strategy Pays Off in Many Ways

Lower Your Company’s Tax Burden

  • Review accounting methods
  • Consider "reverse planning" if applicable
  • Analyze potential write-off opportunities
  • Maximize expense deductions

Reduce the Risk of Penalties and Audits

  • Avoid last-minute scrambles at tax time
  • Keep up with compliance requirements
  • Maintain needed records and files
  • Have answers if returns are questioned

Improve Your Tax Knowledge

  • Better time big expenditures
  • Prevent taxes from slowing achievement of goals
  • Take advantage of tax credits
  • Adopt tax-efficient accounting practices

Have Greater Flexibility with Finances

  • Improve your cash flow
  • Be financially able to leverage opportunities
  • Invest in growth initiatives
  • Navigate changing market conditions smoothly

What Makes Entity Structure a Consideration?

One of the fundamental parts of business tax planning is reviewing your entity structure – do you have the one best suited to your business? Each entity structure has advantages and disadvantages, and you want to choose the one that matches your current and future needs most closely.

Having the optimal entity structure maximizes your opportunities.

For example, if you’re currently set up as an LLC (Limited Liability Corporation), you enjoy flexibility in some areas but may be paying self-employment taxes. Depending on your situation, converting to a C corporation may be wise to take advantage of other benefits. Our knowledgeable tax planners can help you consider all the options with their pros and cons.

What Makes Entity Structure a Consideration?

One of the fundamental parts of business tax planning is reviewing your entity structure – do you have the one best suited to your business? Each entity structure has advantages and disadvantages, and you want to choose the one that matches your current and future needs most closely.

Having the optimal entity structure maximizes your opportunities.

For example, if you’re currently set up as an LLC (Limited Liability Corporation), you enjoy flexibility in some areas but may be paying self-employment taxes. Depending on your situation, converting to a C corporation may be wise to take advantage of other benefits. Our knowledgeable tax planners can help you consider all the options with their pros and cons.

Why Go with Us at Walker Advisory?

Researching business tax advisory services may seem daunting, but you’re in the right place, and the search can end here. At Walker Advisory, we’ve helped business owners and CEOs in many sectors develop successful tax planning strategies – our experience means we’ll hit the ground running for you.

Our clients are businesses from $1M to $100M looking to reduce their tax burdens.

We’re a tax planning firm based in Connecticut with a nationwide clientele. Our financial professionals are available to meet in person or online meeting, and we provide a range of services that go beyond many CPA firms. The goal of all our services is to grow your business and profits consistently.

What our clients say

“The onboarding experience with Walker Advisory was honestly one of the best experiences. We actually took some of the things that we learned by working with them into our own business when we onboard clients.”

Which Companies Benefit from Tax Planning?

Any business with a tax liability can benefit significantly from planning and advisory services. They go beyond what tax preparation professionals commonly provide and take a longer-range view. It applies to businesses in any sector, and all our clients want to improve their financial performance.

Small and Medium-Size Businesses

Organizations in Start-up Mode

Professional Services Practices

Companies Experiencing Growth or Restructuring

Our Walker Advisory clientele is wide-ranging, and all share a need to save on their taxes while remaining compliant with applicable regulations. We’ll take the time to get to know your business to maximize our value and ensure we deliver a tax strategy that meets and exceeds your goals.

All the Financial Advisory Services You Need

We’re a full-service CPA firm with complete financial advisory services.

We understand your needs may go beyond tax planning and are ready to assist.

You can also work with us for fractional controller, CFO services, and bookkeeping services.

We’re opportunity-focused in everything we do, and your success is our #1 goal.

If you want a true financial partner for your business, our people have what it takes.

We hold ourselves to the highest performance standards; you’ll see the difference.

What Do You Get with Tax Advisory Services?

Do you feel your current tax preparation service doesn’t go far enough, and you’re paying too much? If yes, adding our planning and advisory services can help lower your tax bill in current and future years. The well-worn phrase “knowledge is power” applies to taxation, and having a more strategic approach benefits you in many ways.

  • Keep updated on tax law changes and opportunities
  • Structure accounting methods to help with taxes
  • Plan for and maximize business tax deductions
  • Improve your understanding of business taxation
  • Fund benefit and retirement plans; plan wealth succession

Our accounting professionals will work closely and collaboratively with you and your team. We’re hands-on and want to get to know your business. We’ll spot opportunities and make recommendations to improve the bottom line.

Are You Available in My Location?

We’re Connecticut-based and available to work with clients throughout the Northeastern United States and nationwide. Our people will be on-site when you need us, and we can meet remotely online for many needs. We’ll custom-design our services to meet your company’s needs.

From anywhere in the United States, reach out today.

We’re an excellent option if you’re in a remote location without financial management and tax advisory services readily available. You can work with us remotely for excellent tax and financial management services, including outsourced CFO, controller, and bookkeeping.

Are You Available in My Location?

We’re Connecticut-based and available to work with clients throughout the Northeastern United States and nationwide. Our people will be on-site when you need us, and we can meet remotely online for many needs. We’ll custom-design our services to meet your company’s needs.

From anywhere in the United States, reach out today.

We’re an excellent option if you’re in a remote location without financial management and tax advisory services readily available. You can work with us remotely for excellent tax and financial management services, including outsourced CFO, controller, and bookkeeping.

Business advisory & tax planning services, CT. Tax management services, Danbury, Connecticut.

The Best Tax Planning and Advisory for Business

Regardless of what you’ve paid in the past, our tax planning and advisory for business can lower your bill. Whether you need to maximize deductions, change your entity structure, better time significant expenses, or all of the above, we can help. You’ll be impressed with the difference our services make.

If you’re a company between $1M and $100M and looking to cut your tax bill, we’re ready to help. Our experience covers most sectors, and we’ll quickly learn about your business and its unique needs. You’ll pay less in taxes when you have better planning and advisory services working for you.