Constant change, globalization, technology, economic shifts, and new laws and regulations create challenges for individuals and businesses. To help navigate this change and uncertainty, our professionals provide a suite of tax compliance and advisory services to individuals and organizations of various sizes and across multiple industries.
At FORVIS, our combination of tax accounting and advisory services and thought leadership make us an exceptional choice to help meet your tax needs and strategic goals.
Our dedicated tax team can assist with tax credits, mergers and acquisitions, estate planning, and more. Whether you’re a life sciences startup, a nonprofit, a large corporation or a growth-focused private equity firm, our commitment to Unmatched Client Experiences™ and forward-looking approach to tax strategies can help you plan for the future.
Federal Tax
FORVIS provides federal tax compliance and consulting services for your business needs and strategic goals. Our subject matter experience includes employee retention credits, R&D tax credits, accounting methods, green energy tax incentives, cost segregation services, and more. Our trusted tax professionals can help your organization mitigate risk, evaluate costs, comply with rapidly changing laws and regulations, and achieve tax benefits.
Private Client Tax
FORVIS Private Client tax professionals can assist with gift tax planning and administration, income tax and planning, trust accounting, estate planning, and more. We provide sophisticated tax compliance, consulting, and planning services to a range of people—from individuals and families to investment partnerships and private foundations. Our uncommon commitment to excellence can help guide you in pursuit of your goals and aspirations, whether you’re a multigenerational family, entrepreneur, business owner, or single-family office.
Services may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by FORVIS, LLP.
Mergers & Acquisitions
FORVIS can help consider strategies for your return on investment, mitigate risk, and provide strategic insight for tax planning opportunities, whether you’re buying, selling, or merging businesses. Our M&A team can assist your organization with tax structuring and due diligence, transaction cost analysis, modeling, reporting and disclosures, succession planning, and a wide range of additional services for every step of a transaction.
Outsourced Accounting Services
We build unrivaled relationships and provide strategies to help you grow your business, improve accounting operations, and enhance business processes. Our Outsourced Accounting Services Team can assist you with streamlining accounting and financial operations utilizing best-in-class technologies to provide tailored services to help your small business succeed. We understand the accounting and tax challenges of your business and can provide high-level guidance to help you make informed decisions.
International Tax
Our diverse team of international tax professionals assists multinational organizations with global tax planning and structuring, global mobility, transfer pricing support, informational tax reporting, foreign tax compliance, tax quantitative services, and more. In addition, our membership in Praxity, AISBL, gives us global reach and local knowledge to provide an Unmatched Client Experience in the U.S. and abroad.
State & Local Tax
FORVIS can help ease the administrative compliance burden of state and local taxes as well as help mitigate risk and identify tax savings opportunities. Our SALT compliance and advisory services include apportionment planning, sales and use tax planning, nexus assistance, strategic structuring, credits and incentives, unclaimed property, and more. From income and franchise tax to property and motor fuel taxes, we can help your organization navigate strategies for state tax positions while remaining in compliance with changing laws and regulations.
Tax Strategy & Transformation
Our tax strategy and transformation services are tailored for each client’s objectives and can help empower immediate and measurable results. Our professionals, who are skilled in process design, tax software, project management, and data analytics, work with your organization to design a transformation road map with a prioritized list of recommendations, including the cost and return on investment.
Tax Controversy & Procedure
FORVIS 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.
Private Equity & Asset Management
Our professionals offer expansive services to private equity firms and asset managers. Our ability to understand the complexities associated with PE, PEGs, and asset management firms can lead to added value for those we work with. Our services include fund level tax, portfolio company tax compliance, tax advisory services, tax compliance and due diligence, and more. Our team seeks to provide an Unmatched Client Experience with services tailored to help fit your needs.
Featured FORsights
Quarterly Perspectives: Financial Reporting & Beyond / Q4 2023
This webinar will explore developments from FASB, AICPA, SEC, PCAOB, and other relevant standard setters for the fourth quarter of 2023.
Quarterly Perspectives: Financial Reporting & Beyond / Q3 2023
This webinar will explore developments from FASB, AICPA, SEC, PCAOB, and other relevant standard setters for the third quarter of 2023.
Quarterly Perspectives: Financial Reporting & Beyond / Q2 2023
This webinar will explore developments from FASB, AICPA, SEC, PCAOB, and other relevant standard setters for the second quarter of 2023.
The Importance of Transfer Pricing for Nonprofits & a UBI Update
This overview will share the basics of intercompany transactions involving nonprofits/tax exempt organizations.
Roth Updates in SECURE 2.0 Act
The SECURE 2.0 Act has created Roth-related opportunities for workers saving for retirement. Read on to see how the changes may affect your…
How SECURE 2.0 Can Help Defined Contribution Plan Participants Access Emergency Funds
The SECURE 2.0 Act of 2022 creates new ways for retirement plan participants to access funds in an emergency. Read on for details.
Trusted Advisor
FORVIS can help clear confusion on tax regulations, compliance issues, and more.
