TAX

Tax Planning & Compliance

Eight of the largest privately owned companies in Birmingham benefit from our tax expertise.

Tax issues, including tax and estate planning and tax compliance, are among the most important issues that significant privately-owned businesses face. SRHW has the experience to deliver workable solutions. Our clients include some of the largest privately owned companies in the Southeast, with the largest exceeding $1B in revenues.

Tax Planning

SRHW tax planning solutions take into account not only the tax issues, but the needs of the business and its owners. We understand that those needs are inseparable, and that all points of view must be considered.

Being proactive and creative is a basic component of great client service, a hallmark of SRHW and evidenced in our core values. Bringing new ideas to our clients and finding solutions to complex problems defines what sets us apart.

We understand complex tax laws. Our tax partners bring experience with both national and regional firms. And our partners stay actively involved, ensuring that clients have a long-term relationship with professionals who know and understand their business. Companies turn to SRHW for expertise in:

  • Acquisition Planning to Maximize Tax Benefits
  • C Corporation to S Corporation Conversion
  • Planning for the Sale of a Business
  • Granting Ownership Interests to Executives
  • Debt Restructuring for Financially Troubled Companies
  • Succession and Estate Tax Planning
  • Real Estate Structuring Techniques
  • Long-range Individual Income Tax Planning

 

Tax Compliance

Our depth of tax experience includes handling complex tax returns for large companies, both public and private. With many of our clients filing tax returns in 10+ states and conducting business internationally, SRHW delivers quality tax compliance services for these companies on a cost effective basis.

SRHW tax compliance services extend to preparing and reviewing FAS 109 tax provisions on a quarterly and annual basis for both public and private companies.

 

Learn more about Tax Planning & Compliance Services from Sellers, Richardson, Holman & West.