Business Tax & Planning Services

Realize Your Business Goals

Every business, from start-ups to seasoned operations, needs a proactive trusted advisor working for its best interest. Whether your business is technology, venture capital or real estate, Realize can ensure your accounting and tax compliance needs are met. We provide your company with meaningful business advice and make certain you are taking advantage of the tax saving opportunities available to you.

Business Services Industries:

  • Venture Capital – We integrate the tax planning of venture capital funds and their owners to maximize tax opportunities and savings.
  • Technology – We assist companies from their initial formation through sale or IPO in keeping compliant with government regulations and implementing beneficial tax saving strategies.
  • Not-For-Profit – We offer tax accounting and consulting services and strategies that further the purpose of the organization while integrating the charitable goals of the founders and key contributors of the organization.
  • Real Estate – We advise real estate owners, developers and investors on deal structure and tax compliance, taking into account their personal goals as well as those of their other investors.
  • Bankruptcy – We provide accurate and timely tax compliance services to allow efficient wrap up of the estate by the bankruptcy trustee.

“Am I maximizing my business opportunities?”

Business Planning and Consulting

  • Determine beneficial structure: corporation, partnership, or LLC
  • Integrate with estate plan to maximize family wealth
  • Coordinate with lawyers and advisors
  • Integrate with individual tax plan to minimize income taxes
  • Project and monitor performance in overall financial plan

“How can I improve the efficiency and transparency of my business?”

Collaborative Accounting Support

  • Outsourced A/P & A/R functions
  • Monthly/quarterly/annual financial statement reporting
  • Payroll setup, processing & filings
  • Cash flow management
  • CFO & advisory services
  • Budgeting, forecasting, and modeling
  • Annual financial statement audit coordination
  • Intercompany reconciliation

“What filings are necessary to make sure my business is in compliance?”

Tax Compliance and Representation

  • Tax preparation and compliance
  • Determine taxable business nexus
  • Maximize state and local tax credits and incentives
  • Payroll setup, processing & filings
  • Multi-state income analysis and filings
  • Representation before the IRS or state tax authorities