Consulting Services
At JR Wright Business Advisory, it’s our job to know and understand your financial situation. We offer services beyond compliance and combine our experience, expertise and knowledge to add value as a trusted advisor to your financial situation.
Business Valuation
There are many reasons to perform a business valuation. Our services can address all needs, including:
- Exit Strategy Planning
- Buy/Sell Agreements
- Shareholder or Partnership Disputes
- Mergers and Acquisitions
- Financing and Fund Raising
- Litigation Support
- Gift and Estate Tax Planning
- Marital Dissolution
IRS Problem Resolution
Leaving a tax debt unaddressed means interest and penalties will continue to pile-up. We offer services to help your settle your IRS tax problem and fend off garnishment, levies, and seizures.
Installment Agreement
- Installment agreements are monthly payment plans you can use to pay off the IRS. installment plans can prevent future penalties, keep interest in check and help stop garnishments, seizures and levies
Innocent Spouse Relief
- Typically, innocent spouse relief applies to married couples who file jointly. We can help you determine if you qualify and apply for innocent spouse relief.
Offer in Compromise
- An Offer in Compromise lets you settle your tax debts for less than you owe! We can help you propose, negotiate and close out an Offer in Compromise that suits your individual situation.
Audit and Appeal Representation
We possess the expertise and experience to represent taxpayers before tax authorities. Our tax professionals understand the dispute resolution and appeals process and work diligently to obtain you the most favorable results. If you’ve received communication from the IRS regarding an audit, use the form below and contact us IMMEDIATELY!
Nonprofit Consulting
We are experienced in providing, audit, attest and tax consulting services to a diverse range of nonprofit industries, including helping organizations incorporate and achieve 501(c)3 tax exempt status. We specialize in the following types of nonprofit organizations:
- Social and Human Services Organizations
- Community Service Organizations
- Arts, Culture and Membership Organizations
- Faith-Based Organizations
- Healthcare Providers and Facilities
- Higher Educational Instutions
- Public Charter Schools & Private Schools
- Professional Associations
Audit Preparation
Audits can be a daunting process for a nonprofit. We will use our experience and knowledge of the audit standards to ready your group for any kind of examination.
- Agreed-Upon Procedures
- Reviews and Compilations
- Program Audits
- Financial Statement Audits
- Employee Benefit Plan Audits
- Single Audits
Tax Planning Services
Federal Income Tax Planning
We aid businesses with all aspects of federal income tax planning. This includes implementing federal income tax strategies that maximize savings, increase profits and manage cash flows.
State and Local Tax Planning
We provide state and local tax planning in the following areas:
- Income tax
- Franchise tax
- Sales and use tax
- Property tax
- Other miscellaneous taxes
Business Succession Planning
We advise businesses on the proper succession planning to preserve your family and business legacy while also looking out for potential tax consequences that may result.
Transactional Structuring
We help businesses structure economic transactions in ways that minimize the tax impact by advising them on acquisitions, sales and mergers.
Accounting Method Reviews
We review businesses’ tax accounting methodologies for proper accounting and accounting method strategies to maximize income tax benefits.
Transfer Pricing Studies
Our transfer pricing specialists can provide your business with consultations and studies to assist you with determining appropriate “arms’-length” pricing among related companies.
Research Credit Calculations
We can help your business determine if it is eligible to claim certain federal and state research credits, assist with the documentation requirements and quantify the amount of the tax credit.
Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child’s college tuition, and your mortgage or credit card calculations.