The challenge: simultaneously minimize both tax burden and compliance risk. Tax compliance and tax planning are one of the most challenging – and crucial – aspects of managing any client. Tax expense is a significant factor in both annual and long-term performance. Compliance continues to present an ongoing risk.
Our tax services team brings a team of experienced professionals dedicated to the complex and ever changing landscape of Federal, State & Local income tax matters. From long-term planning to short-term cash flow management, we provide our clients with a comprehensive, proactive approach to the challenges and opportunities inherent in tax and all its complexities.
Winbridge SBF works with Individuals, Corporations, Qualified Settlement Funds, Partnerships, & Trusts of all sizes.
Winbridge SBF provides a customized approach to tax compliance and planning. Minimizing your tax exposure while complying with the complex rules and regulations is a primary focus. Our process includes reviewing your personal and/or business needs and plans in advance a path to avoiding the complex tax traps you’ve heard of or experienced in the past.
Through a variety of tax planning tools, gift and charitable contribution programs, and planned timing of income and deductions, we reduce your tax burden and help you reassign your wealth in the way you prefer it be preserved. Our team continuously monitors federal, state, and local tax law changes to minimize current and future tax liabilities.
In addition to minimizing exposure and maximizing wealth preservation, our team offers decades of experience with federal, state, and local tax requirements — including expatriate and international tax filings — for individuals, corporations, private investment funds, partnerships, fiduciary, and foundation tax compliance.
With federal, state and local tax authorities increasing examination and enforcement efforts, it’s important to have strong tax advocates. Winbridge SBF’s team of attorneys and accountants have breadth of experience and knowledge in complex tax law and a specialization in the practices and procedures of the IRS, as well as other state and local taxing agencies. Our team will utilize these skills with your specific situation and work collaboratively with the taxing agencies to reach a favorable resolution.
Winbridge SBF works closely with the legal community to assist in evaluating the financial aspects of both criminal and civil litigation matters.
From fund administration to accounting, CFO support, and tax, our team handles the back office so you can focus on what's next.
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