Explore the full scope of services designed to help business owners make informed, strategic decisions.
We Solve Problems®️ is a recurring theme that our team of certified public accountants employ for our clients. Our goal with each and every client is to utilize our years of experience and expertise to find creative solutions to your accounting and tax problems.
Strategic Accounting & Tax Solutions
We provide comprehensive accounting and tax planning including:
– Asset Protection
– IRS Negotiation
– Tax Strategy and Preparation
– Exit and Estate Planning
Strategic Accounting & Tax Solutions
We help you understand your numbers and discover ways to save. We look at where you or your business have been and assist in planning for what’s next.
Planning for What’s Next
From retirement to ownership transfer, our planning services help ensure a smooth, strategic transition without losing value.
Planning for What’s Next
If you want to pass your business on to your family or eventually sell it, we help you make a bulletproof plan. Our team will provide guidance so that you can leave on your terms.
When the Numbers Don’t Add Up
We investigate, verify, and clarify complex financial situations from fraud to financial misconduct to asset disputes.
Trusted in Legal Matters
Our professionals offer financial clarity and expert testimony for complex legal cases. Services include fraud investigation, asset tracing, and litigation support.
Trusted in Legal Matters
If you’re in a financial legal case, we can help explain the facts clearly. We work with attorneys and courts to make sure the financial side of the story is told right.
Reducing tax liability isn’t just about year-end filing; it’s proactive tax planning. We analyze your business structure (LLC, S-Corp, or C-Corp) to ensure it’s the most tax-efficient for your specific goals. By identifying often-overlooked deductions, utilizing R&D tax credits, and implementing income-shifting strategies, we help keep more capital within the family business.
Tax preparation is reactive—reporting what has already happened. Strategic tax planning is proactive; we look at where your business is headed and assist in planning for what’s next. This includes timing large capital expenditures, managing depreciation, and structuring transactions to minimize the impact of federal and state taxes.
First, do not panic, but do not go it alone. IRS representation by a qualified CPA is critical. We manage all communications with the IRS, ensuring your rights are protected and that the “financial side of the story” is told accurately. Our goal is to resolve IRS audits efficiently while minimizing potential penalties and interest.
At Bankler Partners, “We Solve Problems®” is our guiding principle. Whether it’s unfiled returns, payroll tax issues, or disputed tax debts, we dig deep into the numbers to find creative, legal solutions. We can assist with Offers in Compromise, installment agreements, and penalty abatement to provide a path forward.
Asset protection begins with the right legal and tax structure. We help closely held businesses separate personal and business assets through entity selection and the strategic use of trusts. This creates a “firewall” that can protect your family’s wealth from potential business creditors or legal disputes.
We advise that the best time to start exit planning is when you open your business, though most CPAs may suggest 3 to 5 years before you intend to leave. Whether you are looking at a generational transfer, a management buyout, or a third-party sale, we assist your team in maximizing business value, document systems, understanding the various financial/operational risks, help in negotiation strategies, and provide tax minimization alternatives.
Forensic accounting involves “digging into the numbers” for use in legal proceedings. You may need these services if you suspect internal fraud, are involved in a partnership dispute, or need to identify hidden assets during a business dispute or bankruptcy. We use investigative skills to determine the reality behind the financial data.
Yes. If you are involved in a financial legal case, we provide litigation support by explaining complex financial facts clearly to attorneys and the court. As testifying expert witnesses, we provide objective, data-backed evidence to support our opinions in a civil or criminal matter.
Let’s take a look at your finances together. We offer a complimentary 1-hour call to review your past tax returns. If we see a way to help you, we will.