Services

Tax Services

Taxes can be intimidating, but they don’t have to disrupt your business or livelihood. Meet these obligations with intention, knowledge and a customized approach.
Tax Accounting, Consulting and Planning Services
Diverse Expertise

Tax Solutions Tailored to Fit Your Needs

You want to achieve your goals efficiently, while complying with all applicable tax laws.  Our tax team’s industry-leading experience addresses a full range of tax concerns, providing regular tax updates and delivering comprehensive tax services to support individual tax, business tax, and nonprofit tax for organizations of every size.

Fast-Growing and Large Corporations

A proactive stance to taxation lets your business comply with the law and take advantage of opportunities for tax savings and long-range planning that strengthens your competitive position. Get cutting-edge business tax strategies and insights to inform business decisions, along with clear communication and hands-on involvement from our partners to build lasting relationships with your leadership team. Our specialized business tax consulting spans international tax, federal tax credits, state and local tax (SALT), property tax, equity compensation / employee stock optionssales and use tax filing (Wayfair compliance), 1099 tax filing automation, and comprehensive tax compliance.

Privately Held Businesses

Nurturing your privately held business is your passion — one that requires years of effort and commitment. We share that passion and work tirelessly to help you fulfill your business and personal goals at each stage of the business cycle, from startup through exit strategies. Whether it’s planning for tax compliance, balancing individual tax strategy, or engaging tax managed services, we’re here to help you throughout your journey.

Nonprofit Organizations

Nonprofits, from private schools to social service organizations, trust Armanino for customized, cost-efficient nonprofit tax and advisory services that allow you to focus on advancing your mission. Our team takes the worry out of your day-to-day operations, addressing unrelated business income, 990 filing, or other potential tax concerns that may create unaddressed risk that could threaten the organization’s existence.

Real Estate Investors

Investing in real estate requires the right information to be successful. Without it, unforeseen tax consequences can limit or even eliminate anticipated gains and impact your portfolio performance. Our property tax consultants and real estate industry experts can help you realize your portfolio’s potential and minimize risk in all your real estate activities.

Private Wealth Individuals & Families

Affluent individuals and families bring a truly unique set of tax challenges and planning goals. Working collaboratively with you and your existing advisors, our experienced private wealth advisory team can help you craft and implement a comprehensive, fully customized and integrated tax strategy. From family office services and business management services (for entertainment, music and sports) to trust and estate planning or personal tax planning, we offer the expertise and commitment to outstanding service that high-net-worth clients both expect and deserve.

Our Coverage
Supported Solutions
Individual Tax Planning
Personalized tax advisory and reporting services for individuals and families
International Tax
Comprehensive support for cross-border business activities and expansions
Transfer Pricing
Transfer pricing analysis, strategy, documentation and controversy representation
Income Tax & Provision (ASC 740)
Provisioning to optimize accuracy and efficiency in the business income tax process
Section 382
Section 382 analysis and advisory services to comply with net operating loss limitations
Compensation & Benefits (Including Stock Options)
Consulting and services for maximally effective, cost-efficient programs
State & Local Tax (SALT)
Holistic solutions for tax efficiency and compliance at every level
R&D Credits
Consulting, planning and documentation to maximize tax credit value
Nonprofit & Foundation Tax Planning
Complete tax advisory, reporting and compliance support for nonprofits and private foundations of all sizes
Tax Managed Services
Outsource your tax department and leave the back-office challenges to us
Our Coverage
Supported Industries
Experts
Gerry Clancy - Tax | Armanino
Partner-in-Charge
Gerry specializes in taxation and business advisory services.

Denver, CO
David Greenamyre - Tax| Armanino
Partner
David has extensive experience in the technology, hospitality and consumer product goods industries.

San Jose, CA
Douglas Sirotta - Partner, Tax - San Jose CA | Armanino
Partner
Doug has spent more than 25 years in public accounting. His guidance helps clients navigate complex tax matters.

Bellevue, WA
Resources
Tax Accounting News & Tips
Wealth for Good: Turn Your Assets Into a Lasting Philanthropic Legacy
Want to do more for charitable causes while minimizing your taxes? Take a fresh look at what, how and when you donate.

July 08, 2024
Mid-Year Tax Planning Checklist for Business Owners 2024
Checklist
Here are 11 top strategies to minimize this year’s tax liability and keep your company compliant.

June 25, 2024
Tax Managed Services Guide: Intro to TMS and Why It Could Benefit You
Article
This fresh approach to tax outsourcing can deliver unexpected advantages that go far beyond cost savings.

June 07, 2024
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