Business Tax
Providing innovative tax solutions that transform challenges into opportunities.
Comprehensive Tax Services to Meet Your Business Needs
Taxes are a common pain point for businesses because regulations are often complex and difficult to navigate. Developing a tax strategy that reduces tax exposure and adheres to changing tax laws requires a dedicated, strategic partner to make it happen. At Creative Planning, we're committed to understanding your business goals and the challenges you face while also maximizing every available opportunity to benefit your business.
We offer a comprehensive array of customizable tax services designed to meet your needs today and adjust as your needs change. Specific services include:
- Accounting
- State and Local Tax (SALT)
- Tax Reform Initiatives
- Tax Incentive Consulting
The Power of Proactive Tax Guidance
In addition to helping you comply with current and changing tax law, we also collaborate with you to uncover ways to reduce your overall tax burden while planning for your future. And we'll provide you with valuable insights about your organization's financial health to strengthen your operations and help achieve your goals.
State and Local Taxes Simplified
State and local taxes have grown increasingly complicated, as each state and municipality has their own set of guidelines businesses must adhere to. To add to the complexity, state and local taxes also change frequently, making it hard for businesses to keep up.
Creative Planning helps businesses simplify their state and local tax filings by providing specialized advisory and support services to confirm processes are compliant. We stay on top of tax legislation so that sudden updates don't halt your operations.
Credits and Incentives Optimized
We use our expertise in navigating complex programs to help businesses maximize the value of available credits and incentives (C&I), structuring funding solutions that align with community goals and deliver significant financial and social returns.
As your C&I partner, we’ll help by:
| We’ll help you find the right mix of federal, state and local programs to maximize project funding. | We craft customized financial models that combine multiple incentive streams to help ensure project viability. | We facilitate negotiations with community development entities, local governments and other partners to align project goals. | We help ensure all incentives meet regulatory and reporting requirements, avoiding delays and penalties. |
Business Insights
At Your Service
At Creative Planning, we ask a lot of questions - then we listen. Where do you see your organization in three years? What obstacles do you need to overcome to achieve your goals? What's the biggest challenge facing your team? This process is how we become your partner when it comes to managing and optimizing your tax strategy.
The Creative Planning Difference
- A full range of in-house tax services so that you can address multiple areas of your financial strategy
- Continuous monitoring of changing tax legislation to ensure your processes are updated and accurate
- Industry-leading expertise helping businesses operating in multiple states with their tax returns
Awards & Recognition
Top RIA Firms
2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms
2024
Awarded each July, based on data from a 12-month period through December 31.
“Creative Planning is at the vanguard of a profound shift in finance.”
