Be sure to bookmark our new URL, https://bas.cpa

  • Home
  • Tax
    • Nonprofit F990 Taxes
    • Tax Preparation
    • Tax Strategy & Advice
    • International Tax
    • Multinational Services
  • FBAR
    • Foreign Asset Reporting
  • Audit
    • Audits and Reviews
  • CFO Services
    • Outsource CFO
    • SMB Tax Accounting
    • Business Accounting
    • Bookkeeping and Payroll
    • Financial Reporting
  • Consulting
    • Business Advisory
    • Tax Strategy & Advice
    • Multinational Services
  • Contact Us
  • Testimonials
  • About BAS CPA Firm
    • Firm Overview
    • Core Services
    • Knowledge & Leadership
    • News & Events
    • Awards & Recognition
    • CPA Blog
  • White Papers and Reports
  • More
    • Home
    • Tax
      • Nonprofit F990 Taxes
      • Tax Preparation
      • Tax Strategy & Advice
      • International Tax
      • Multinational Services
    • FBAR
      • Foreign Asset Reporting
    • Audit
      • Audits and Reviews
    • CFO Services
      • Outsource CFO
      • SMB Tax Accounting
      • Business Accounting
      • Bookkeeping and Payroll
      • Financial Reporting
    • Consulting
      • Business Advisory
      • Tax Strategy & Advice
      • Multinational Services
    • Contact Us
    • Testimonials
    • About BAS CPA Firm
      • Firm Overview
      • Core Services
      • Knowledge & Leadership
      • News & Events
      • Awards & Recognition
      • CPA Blog
    • White Papers and Reports
  • Home
  • Tax
  • FBAR
  • Audit
  • CFO Services
  • Consulting
  • Contact Us
  • Testimonials
  • About BAS CPA Firm
  • White Papers and Reports

Tax Strategy & Advisory Services

For business owners or executives, foreign nationals and individuals or families with complex financial situations, investments, and tax filing requirements, our tax strategy and advisory services help to minimize tax liabilities and maximize cash flow.


Working closely with each client we develop and implement strategies which offset the tax implications resulting from complex compensation plans, foreign holdings, investments, estates, gifting plans, trusts and other assets that involve complicated fiduciary responsibilities and filing requirements. 


Our work often includes coordination with our client’s financial advisors and attorney to align the work of these professionals to our firm’s portfolio of tax strategy, advisory and preparation services. 


 Via the following array of services our clients are able to proactively plan for the future, leverage current tax incentives, defer income if possible and ensure that all tax returns and related documents are accurately prepared and filed:

  • Strategic tax advisory, preparation and filing 
  • Tax services for family partnerships and LLCs
  • Personal financial statement preparation
  • Estate, trusts and gifting strategies
  • Tax planning of retirement payouts
  • Inheritance tax planning and preparation services
  • Tax analysis and projections
  • Stock option strategies 
  • Life change support
  • Reporting of foreign assets and financial accounts
  • Reporting of foreign entities and subsidiaries
  • Consolidation of financial statements
  • Reporting of foreign income 
  • Foreign tax credits
  • International tax treaties 
  • US exit tax 



We're here to help

Contact us today for assistance with your tax strategy and advisory needs. 


Tel: (571) 495-2BAS | (571) 495-2227 

Contact us

Datasheet

BAS Tax Strategy and Advisory Services Datasheet (pdf)Download

Professional Memberships

Copyright © 2021 BAS CPA Firm, LLC. All Rights Reserved.

  • Contact Us
  • CPA Blog
  • Services Overview
  • White Papers and Reports
  • Privacy Policy