Tax Planning & Preparation

Maximize Tax Incentives and Minimize Liabilities

Taxes are a critical factor in every decision—whether you’re considering an acquisition, expanding your team, taking distributions, or just about any business activity.

If you’re serious about minimizing your tax liabilities, you need an expert in your corner who is well aware of the most up-to-date incentives. They also need to have a deep understanding of your business and its objectives.

At JAG, our passion for solving clients’ problems drives us to approach each situation with a critical and investigative mindset, identifying all the options that will optimize your tax position while moving you closer to that end goal—whether it’s growth, profitability or sale of a business.

We provide sophisticated tax advice for middle-market business owners in the following areas:

  • Entity selection and structure

  • Tax planning and strategy

  • Federal, state and local tax return preparation

  • Year-end income tax analysis for financial reporting purposes, as required by ASC 740 (formerly FAS 109/FIN48)

  • Mergers and acquisitions transaction strategy

Industry Experience and Insight

Our years of experience providing sophisticated tax planning for middle-market businesses means that we know the terrain and can help you look down the road to consider the tax implications of all your business and personal decisions.

Tax and Financial Case Study For Entrepreneurial Business Owners: 

How Entrepreneurs Can Save Thousands Per Year in Taxes in Less Than 30 Days, With a Few Simple Adjustments to Their Lifestyle and Business…

The JAG Difference

We are passionate, forward-thinking entrepreneurial CPAs who are driven to see our clients succeed. Through the JAG Difference, we offer the right business solutions to help our clients turn their dreams and visions into reality.


Guaranteed Customer Satisfaction

Your satisfaction is our priority. We believe in this so much that we guarantee your satisfaction or you don’t have to pay us. Seriously. The only thing that is required of you is to let us know what the issue was. Continuous improvement is part of our culture and that means learning from our mistakes.

Fixed Price Agreements

When it comes to your relationship with your business adviser, are you buying their time or their results? We think it’s results. For that reason, we have transparent pricing and communicate clear results. This works by having open and honest communications. We will let you know what we can and can’t do. We want to know what is important to you and your business so that we can deliver.

No Surprise Billing

We know we’re the experts and you’ve hired us to delivery top notch results. What this means is that sometimes we find other opportunities or risk areas that need to be addressed that were previously not known. When this happens, we will initiate a “Change Order Request”. Specifically, we’ll let you know what the issue is and the corresponding price to address. No surprise invoices.

Industries We Serve







Real Estate

We serve a variety of different industries. Are you ready for find out how we can serve you?