Business &
individual tax

Our tax services can help manage your
tax risk whether in a business or personal context.

Helping you manage and mitigate your tax risk

Our commitment to you, our client, is to monitor an increasingly complex tax environment and work to apply the tax code and regulations accurately in a way that helps you meet your organizational goals and succeed in your mission.

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Our process & people

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A customized solution

After wages and the cost of producing a product or service, taxes are often one of an organization’s most significant expenses. By listening and asking the right questions, we can help create a comprehensive plan to help you manage and mitigate your tax risk.

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Wide range of experience

Our tax team works with clients in construction, manufacturing, energy, and other industries. With specialized training in niche areas of tax like accounting method changes, estate planning, and international tax, our professionals go above and beyond the typical tax reporting and planning services.

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Specialized expertise

Our team members have expertise in a variety of areas that influence the tax implications of an organization. Whether its business structuring, international tax, mergers and acquisitions, tax research, or other business areas, our tax team likely has the expertise to help you mitigate your tax risk.

Services overview

Learn more about our tax services below:

Accounting method changes are most commonly related to how (and when) an organization reports its revenue and expenses (i.e., cash vs. accrual), how inventory is valued (i.e., LIFO vs. FIFO or other hybrid methods), or how depreciation is calculated. Accounting method changes in which tax code clarifications have delivered the opportunity for significant benefit include prepaid expenses, recurring-item exception for expenses, and advance payments regarding income inclusion or exclusion. An AGH tax professional can evaluate your organization and the types of accounting methods currently in use, as well as your environment and goals and regulatory requirements that may apply to you. Learn more about our accounting methods changes service.
Tax incentives, exemptions or other benefits for growing businesses are common nationwide but vary by state. If your organization is adding people or capital assets, you may be able to reduce your tax liability or earn other benefits. Learn more about the benefits of our business expansion and job development credits service.
Estate and financial planning is essential to preserve and build the assets you have worked hard to accumulate. An estate plan controls the distribution of assets in the event of death. Without one, the state you live in will determine how to distribute your assets. Learn more about our estate planning service.
AGH tax professionals first learn your organization and review prior information and tax filings. Then, during the process of preparing the appropriate tax filings, we help the organization understand and manage its tax risk. See how your organization can benefit from our federal and state tax preparation service.
AGH’s experienced tax team members work with clients whose operations span the globe; our professionals help with issues ranging from optimizing tax liabilities to awareness of boycott country risks to documenting transfer pricing. While AGH’s experience is deep, our team members may also call on additional global knowledge through our association with PrimeGlobal, one of the top five largest associations of independent accounting firms in the world, providing a wide range of tools and resources to help member firms furnish superior accounting, auditing, and management services to clients around the globe. Learn more about our international tax services.
As states seek to increase revenues, one of their tools is an emphasis on audits to uncover unpaid tax liabilities. AGH can step in to help if you have been notified that you will be audited or if you are currently undergoing a state Department of Revenue audit for state and sales tax. This includes assistance and preparation ahead of such an audit, along with representation during an audit to monitor progress, act as a liaison and ultimately minimize internal staff time. In a number of cases, AGH's review and coordination turned what started as an audit defense engagement into additional tax refunds earned by the organization. Learn more about the benefits our state audit defense service can provide for your organization.
This service varies by individual and organizational need, but typically involves research and fact-finding (through interviews and review of financial and operational documents), analysis of current and prospective tax benefits, recommendation of tax strategies, and, if desired, implementation of the tax strategies through tools such as cost segregation, accounting method changes, or handling tax compliance (preparing and filing returns). Learn more about the benefits of our tax planning, consulting and compliance service.

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Meet the team

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Don Glenn

Executive Vice President
Tax Services

Shawn Sullivan

Executive Vice President
Tax Services

Gerald Capps, JD

Senior Vice President
State & Local Tax Services