Tax Planning and Preparation

Staying ahead of evolving tax rules and addressing ongoing compliance obligations are labor-intensive processes for any finance and accounting function. Our federal, international, and state and local tax professionals can provide your business with a range of outsourced tax services. These services can include business tax planning and preparation, assistance with tax controversy matters, M&A planning, advising on tax credits and other incentives, and assistance with payroll, property and other state and local taxes, among other areas. 

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Private Client Services Tax Planning

CohnReznick provides specialized tax planning and compliance services to help you keep pace with the ever-changing tax rules. Our private client tax services encompass income and business tax planning and preparation, payroll taxes, property and other state and local taxes, tax deferral programs, and advising on tax credits and other incentives. We help private businesses, individuals, and family offices assess their tax situations on an annual basis, wealth transfer programs, and inheritance planning procedures.

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Personal and Business Wealth

Managing personal wealth is often inextricably tied to managing the business or other enterprise that generated it. We provide hands-on service, not only for the personal finances of business owners, entrepreneurs, and key partners, but integrated, comprehensive accounting, tax, and advisory services for their businesses as well.

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Fiduciary Accountings 

Our experienced team will produce both informal accountings for internal use and formal accountings which comply with the principal and income rules in your state. We provide both project-based services for terminating trusts and ongoing accounting services for current fiduciaries.

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Property Tax Services

CohnReznick has the experience to navigate the complex tax requirements associated with properties of all types. Our team works to minimize your property tax exposure and manage your tax compliance processes efficiently while also identifying all available exemptions, conducting fixed asset reviews and reclassifying properties as needed, and providing fair valuations. If your company lacks the in-house resources required to actively monitor and manage your property taxes, CohnReznick can help. Our property tax professionals have extensive knowledge of local markets and decades of experience working with local taxing officials.

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Income, Franchise and Excise Taxes

CohnReznick’s experienced team of dedicated state and local income tax compliance professionals combine decades of knowledge and client service experience to provide targeted resources to meet our client's specific needs. These services are tailored to serve the unique structure of each business with a focus on entity type and industry, and range from full outsourcing and co-sourcing of state and local income tax return preparation to high-level return reviews. Additionally, our state and local tax compliance professionals are equipped to identify opportunities and potential exposures on complex issues involving sourcing, allocation, apportionment, and modifications during the preparation and review process.

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Sales and Use Tax

CohnReznick’s dedicated sales and use tax professionals provide a full-service outsourced sales and use tax compliance service. Our services include preparing sales and use tax return(s) and account reconciliation(s), filing returns with proper jurisdictions via EDI, web filing or paper filing, processing tax payments through a third-party payment provider, and reviewing tax notices and completing tax registrations in new tax jurisdictions.

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Meet the team

  • Patrick Duffany headshot
    Contact Patrick Patrick+Duffany Patrick.Duffany@CohnReznick.com
    Patrick Duffany

    CPA, JD, Managing Partner - Tax

  • Contact Donald Donald+Stevens Don.Stevens@CohnReznick.com
    Donald Stevens

    CPA, Managing Partner - Private Client Services

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