Tax Planning & Advisory Services

Comprehensive Tax Strategies and Compliance for Businesses

Effective tax planning strengthens financial stability and positions companies for long-term growth. BKC helps businesses navigate complex tax laws, optimize cash flow, and integrate tax strategy into broader financial planning, ensuring their plan supports both immediate needs and future goals.

"At BKC, tax strategy isn't just about reducing liabilities—it's about creating financial opportunities. Our team takes a hands-on approach, working closely with companies to build proactive tax strategies that align with business growth, cash flow management, and long-term planning."
— Joe Hodakowski, Tax Services Leader

Small business owner managing inventory and orders with BKC tax planning support

Why Choose BKC for Your Business’ Tax Planning

Tax strategy is more than compliance—it’s a tool that enhances financial flexibility and strengthens business resilience. BKC works closely with businesses to navigate multi-state tax laws, secure R&D tax credits, and optimize tax structures. Every plan is tailored to align tax efficiency with the company’s long-term financial objectives, ensuring businesses are positioned for sustainable success.

Contact the Tax Team Leader

Tax Planning & Advisory Services

Business Tax Planning & Strategies

Comprehensive tax strategies that support business growth, cash flow optimization, and ownership transitions.

Multi-State Tax Compliance & Nexus Planning

Identifying state tax obligations, monitoring nexus triggers, and ensuring compliance with filing requirements.

Research & Development (R&D) Tax Credits

Helping businesses maximize R&D tax credits to reinvest in innovation and expansion.

International Tax Considerations

Assisting U.S. companies selling products abroad with IC-DISC tax strategies.

Integrated Tax & Wealth Planning

Coordinating tax strategies with financial planning, retirement, and succession planning to achieve long-term goals.

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BKC Tax Clients

BKC works with companies that need proactive tax strategies tailored to their growth and succession planning. Clients typically include closely held, family-owned businesses with revenues between $5M and $50M. With a focus on multi-generational businesses and small ownership groups, BKC helps clients implement tax strategies that support their financial vision.

What to Expect

Holistic Tax Planning

A strategic tax approach that integrates financial and succession planning for businesses.

Proactive, Year-Round Support

Ongoing tax strategy implementation with quarterly meetings to adjust for changes in business or financial goals.

Collaborative Problem-Solving

Direct access to tax advisors who connect clients with other BKC specialists when additional expertise is needed.

How We’re Helping Clients

Navigating Multi-State Tax Nexus – Helped an online business monitor state tax requirements, ensuring compliance as revenues grow.
Maximizing R&D Tax Credits – Identified and secured tax credits to reduce tax liabilities and reinvest in business growth.
Resolving State Tax Issues for M&A – Conducting a multi-state nexus study to resolve tax concerns and complete a business sale.