TAX

In today’s dynamic world characterized by constant change, globalization, technological advancements, economic fluctuations, and evolving laws and regulations, individuals and businesses face numerous challenges. To navigate this ever-changing landscape and uncertainty, our team of professionals offers a comprehensive range of tax compliance and advisory services tailored to the unique needs of individuals and organizations across various sizes and industries.

At KLCP CPAs LLP, we take pride in our expertise in tax accounting and advisory services, combined with our thought leadership, making us an exceptional choice to address your tax requirements and strategic objectives.

Our dedicated tax team is well-equipped to assist with a diverse range of areas, including tax credits, mergers and acquisitions, estate planning, and more. Whether you are a life sciences startup, a nonprofit organization, a large corporation, or a growth-focused private equity firm, our unwavering commitment to delivering Exceptional Client Experiences and a forward-looking approach to tax strategies can empower you to plan for a successful future. With KLCP CPAs LLP as your partner, you can be confident in facing the challenges of today’s business environment and achieving your long-term goals.

Federal Tax

KLCP CPAs LLP offers expert assistance in federal tax compliance and advisory services tailored to your business requirements and strategic objectives. Our extensive expertise encompasses a range of areas, including, but not limited to, employee retention credits, R&D tax credits, accounting methodologies, incentives for green energy initiatives, cost segregation solutions, and more. Our team of reliable tax specialists is dedicated to aiding your organization in managing risk, assessing expenses, adhering to swiftly evolving legal frameworks, and attaining advantageous tax outcomes.

Mergers & Acquisitions

KLCP CPAs LLP excels at enhancing your ROI, managing risks, and providing strategic tax insights for various business scenarios like acquisitions, sales, and mergers. Our M&A experts assist in tax structuring, due diligence, cost analysis, modeling, reporting, succession planning, and more, covering every transaction phase.

International Tax

Our team of international tax experts supports global businesses with a wide range of services including global tax planning, structuring, transfer pricing assistance, global mobility, reporting for informational tax purposes, compliance with foreign tax regulations, quantitative tax services, and beyond. We deliver an unparalleled client experience both within the U.S. and internationally.

Tax Strategy & Transformation

Our tax strategy and transformation solutions are customized to align with the unique goals of each client, driving tangible and prompt outcomes. Our proficient experts, well-versed in process design, tax software, project management, and data analytics, collaborate with your organization to craft a transformational blueprint. This includes a prioritized roster of suggestions, along with associated costs and projected returns on investment.

Private Equity & Asset Management

We extend a wide array of services to private equity firms and asset managers. Our adeptness in comprehending the intricacies linked with PE, PEGs, and asset management entities translates into enhanced value for our partners. Our offerings encompass fund level tax guidance, tax compliance for portfolio companies, tax advisory services, tax compliance and due diligence, and more. Our team is dedicated to delivering an unparalleled client experience, crafting services to precisely suit your requirements.

Private Client Tax

KLCP CPAs LLP’s Private Client Services team delivers sophisticated tax and advisory solutions for high-net-worth individuals, families, entrepreneurs, and family offices. Our services include income, gift, and estate tax planning and compliance, trust accounting, and multigenerational wealth strategies—designed to protect, preserve, and grow wealth with confidence.

Certain services may be provided through KLCP CPAs LLP Wealth Advisors, LLC, an SEC-registered investment adviser.

Outsourced Accounting Services

We partner closely with our clients to support business growth, strengthen accounting functions, and streamline operations. Our Outsourced Accounting Services team leverages advanced technologies and tailored solutions to optimize financial processes for small and mid-sized businesses. With a deep understanding of your accounting and tax challenges, we deliver clear, actionable insights to support confident decision-making.

State & Local Tax

KLCP CPAs LLP helps organizations manage the complexities of state and local taxation while mitigating risk and identifying tax-saving opportunities. Our State and Local Tax (SALT) services include compliance and advisory support across apportionment, sales and use tax, nexus, structuring, incentives and credits, and unclaimed property. We assist clients in navigating evolving state tax regulations with strategies that promote compliance and operational efficiency.

Tax Controversy & Procedure

KLCP CPAS LLP can help you navigate tax matters before the IRS and other disputes with federal and state taxing authorities. The tax controversy and procedure team provides guidance and assistance tailored to each client’s unique situation and objectives, including risk assessments, IRS exam and appeals representation, penalty prevention and defense, Private Letter Ruling requests, tax litigation support, and more.