Tax Strategies

Proactive Services For You and Your Business

Uncover New Opportunities

Your tax team will take a comprehensive approach to uncover opportunities that will help you improve your overall tax position by leveraging deep expertise on local, state, and federal laws—and work to lower effective rates for both you and your business.

 

Avoid Surprises and Mitigate Risk

Receive strategic tax insights and advice throughout the year and during formal annual planning meetings to avoid surprises and mitigate risk. With constant contact and communication throughout the year, not just during tax season, you can be prepared to make the best financial decisions for you and your business.  

 

Address Both Your Personal AND Business Goals

With a holistic approach that considers both your unique personal and business goals, your team of tax advisors will be there to assist you during all financial life events and throughout your businesses’ lifecycle including exit planning, business succession planning, or M&A transactions.

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Tax Services

Business Tax

Align your tax strategy with your business plans. Identify opportunities during the tax planning process and discover if you qualify for tax credits (such as R&D) or other tax incentives. Your Client Manager will be an expert on the latest tax laws and proactively support your short- and long-term goals.

Tax Planning and Compliance
Entity Structuring
Business Succession Planning
Mergers and Acquisitions

Tax Planning and Compliance

Entity Structuring

Business Succession Planning

 

Personal Tax

For business leaders and high-net-worth individuals, your tax team excels at navigating their unique needs and financial complexities. Your personal tax strategy with be developed with a comprehensive approach and give you innovative insights to achieve the goals you set for your business, family, and financial legacy.

Tax Planning and Preparation

IRS and State Representation

Estate, Gifts, & Trusts

Retirement Planning

Tax Planning and Preparation
State Residency
IRS and State Representation
Estate, Gifts, & Trusts
Retirement Planning

 

State & Local Tax (SALT)

Facing aggressive enforcement, ever-changing laws, or potential penalties from errors? Our dedicated state and local tax teams have the knowledge and experience to guide you through the complex and ever-changing tax requirements. Know your tax exposure wherever you do business. Get a full review to see what risks you may be facing and what opportunities you may be missing while navigating the complexities of reporting, collecting, and remitting business and personal taxes.

Business Income & Franchise Tax

Personal Property Tax

Nexus & Voluntary Disclosure

Sales & Use Tax

Business and Income Tax
Personal Property Tax
Nexus & Voluntary Disclosure
Sales & Use Tax

 

Business Transaction Planning

Buying, selling, or exiting a business? Understand your tax position in any scenario and find out how to maximize the after-tax cash in your pocket. The strategies developed by your team of tax advisors will be created with the intent to balance short and long-term outcomes—and they will help you understand your options and the tax impacts of any transaction.  

Deal Structuring

Tax Diligence

Deal Structuring
Tax Diligence

 

Recent Tax Service Insights

Tax Relief for Working Families and Workers Act of 2024
January 24, 2024 - The House Ways and Means Committee, by a vote of 40-3, recently approved the Tax...
How to Navigate the Transitional Period for Minnesota Sales Tax Rate Increase
October 17, 2023 – As reported earlier this year (Major Provisions of the 2023 Minnesota Omnibus...
Ohio Updates Commercial Activity Tax
September 28, 2023 - A recent change in Ohio’s tax law, passed by the 135th Ohio General Assembly,...
Redpath Listed as a 2023 IPA Top 200 Firm
Saint Paul, Minnesota (August 3, 2023) - Redpath and Company (Redpath) has been recognized by...
 

Your Tax Services Leadership Team