Tax Planning & Compliance

Become Tax Smart, Not Tax Stressed.

Effective tax planning is an essential strategy for a business to confront changing tax laws, as well as judicial and regulatory interpretations. But determining the right balance of economic and tax efficiency requires in-depth knowledge of the larger implications affecting the business – from cash flow analysis throughout the year to long-term financial goals.

As a trusted tax planning and compliance advisory firm, DS&B employs the right strategy with the right people for your business, industry and financial situation – whether you operate locally, regionally or internationally. We deliver an optimized, tailored tax strategy that accounts for both short-term and long-term goals – helping you avoid unnecessary tax risk and year-end surprises.

DS&B brings an experienced team of tax planning and compliance experts to provide full-service strategy and advice in areas like:

  • Tax law compliance
  • Corporate tax planning
  • Small to medium sized enterprises tax planning
  • Closely held companies, family business tax solutions
  • Operating structure review
  • Specialized sales tax refund documentation
  • Cost segregation analysis
  • R&D credit analysis
  • International, state & local tax planning
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Tax Planning and Compliance Contact

Paul Simons, CPA | Principal
With nearly 30 years experience in public accounting and business consulting, Paul’s practice concentration includes leading the DS&B team on tax compliance, tax planning and tax authority dispute resolution. View More

Jennifer Verly, CPA | Director
As a director of DS&B’s tax department, Jen provides in-depth tax and accounting guidance to closely-held businesses and their owners. She works with clients in a variety of industries including real estate, professional services, food service, and retail. View More