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  • Income tax planning and compliance with local, state, national and international jurisdictions
  • Multi-year and transaction tax planning to achieve long-term goals
  • Preparation of federal and state tax returns and management of audits by taxing authorities
  • Merger and acquisition assistance
  • Initial Public Offerings (IPOs), venture capital, private placement, stock option planning, and investment advisory services
  • Employee benefit planning to maximize tax advantages to the business
  • Executive compensation programs that minimize tax consequences
  • Restructuring business operations to minimize state and local taxes, including implementation of recommended tax advice
  • Representing corporations in state tax audits, settlement negotiations, ruling requests and refund procedures
  • Reviewing multi-state tax consequences of mergers, acquisitions and dispositions with multi-state interests
  • Income/franchise and sales/use tax compliance reviews based upon existing or proposed operations from a multi-state standpoint
  • Identifying state tax refund opportunities and/or tax exposures, recommending and implementing cost effective solutions
  • Reviewing transactional taxes on financing and banking transactions, providing alternative solutions to minimize or avoid such taxes

For more information on corporate taxation please contact David A. Schlein.

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Tax Planning
Guide - 2010

2009 / 2010
Tax Rates

Records Retention Timeline

2008 WNY NonProfit Salary Survey

Educational Conferences

Government Services Team
403 Main Street, Suite 430, Buffalo, NY 14203        |        Phone: 716.856.3300         |        Fax: 716.856.2524


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