Tax Planning and Consulting

Freed Maxick & Battaglia has a number of programs geared for optimizing your company’s tax position as you’re presently set up. But, every owner or manager of a growing business has plans for the future. By devising new structures for greater savings in the future, we can help you realize your plans with tax-advantaged strategies. Freed Maxick & Battaglia’ss tax services are directed primarily towards consultation and planning.  Every business wants to reduce taxes, but to do it correctly isn’t always so simple. Often tax strategies that look good by themselves can be less sensible, even problematic, in the context of your whole business.

That’s why Freed Maxick & Battaglia takes a balanced and integrated approach. We focus on your total business picture, not just your next return. Our tax consultants help you define the right overall tax position, designed to save you money in complex tax environments, while at the same time meeting your larger business goals. And since we often provide advice on many parts of a client’s business, we can see opportunities that other tax specialists might miss. The strength and sophistication of our in-house tax resources have put us in a position to assist in creative tax structures that resulted in business transactions occurring that were otherwise at an impasse.  This has involved strategy around structuring of the actual transaction, as well as insuring that all available tax credits are captured.

Our tax services are designed to provide recommendations that complement our clients’ overall business strategies, investment decisions and product offerings.  Keeping management informed of proposed and enacted tax law changes provides opportunities for you to consider and develop planning strategies, and to maintain an awareness of the tax environment in which it operates.  Partnership taxation is one of the more complex areas of the tax code.  We have the expertise to provide the proper planning and advice in this area. 

Contact our Tax Planning Management Team:

David R. Barrett Tax Director Buffalo office  Timothy P. Moag Tax Director  Batavia office David Bernardi Tax Director Rochester Office