SERVICES TAX COMPLIANCE AND PLANNING Taxation rules and regulations are constantly evolving at the local, state, federal and international levels, making it virtually impossible for today’s business managers to stay abreast of requirements. Our expertise frees our clients from this burden. From compliance and wealth planning to local, state and international consulting, our insight can prove invaluable to an organization’s future as well as to its leaders’ financial position and peace of mind. Each member of the engagement team – from professional to senior partner – possesses an extensive tax and business advisory background across diverse industries and sectors from financial services, real estate, manufacturing and distribution to IT, health care and not-for-profit organizations. Formidable Experience Our engagement teams work closely with industry executives at major corporations, not-for-profit organizations and start-up companies, delivering deep experience, extensive resources and profound dedication – in addition to unparalleled knowledge of all aspects of tax planning and compliance. The breadth and depth of our services frees our clients to focus on operating— and growing— their businesses. Active Industry Involvement Regular participation in a range of industry professional groups equips our tax professionals to identify, advise on and address the issues organizations face with efficiency and cost-effectiveness. As a result, our clients are confident that their best interests are a priority to us, regardless of the tax challenges that may arise. Our tax services include: Employee Benefit Planning & Tax Compliance International Tax IRS Representation & Tax Controversies Personal Financial Planning Private Foundation Services Tax-Exempt Organizations State and Local Tax (SALT) Tax Compliance & Reporting Tax Research and Strategic Planning Trust and Estate Planning Global Expertise Tax expertise is available no matter where you are or what your needs; we maintain 12 convenient office locations throughout the region and membership in the PKF International network. This network of legally-independent member firms offers access to accounting, auditing, tax and business advisory expertise on a global scale, with more than 400 office locations in 150 countries worldwide. Clients are also kept abreast of general business and tax developments via newsletters and periodic seminars. BACK TO SERVICES ACCOUNTING AND ASSURANCE Accounting Outsourcing Agreed-Upon Procedures Audits Reviews and Compilations Elite Accounting Services Employee Benefit Plans Employee Stock Ownership Plans Endowment Fund Accounting International Financial Reporting Standards IFRS IT Audit and Cybersecurity Reviews Peer Review Public Company Accounting Oversight Board PCAOB Public Sector Audits and Compliance ADMINISTRATION SERVICES Fund Administration Services Outsourced CFO Services Outsourced Portfolio Company Accounting Services ADVISORY SERVICES Bankruptcy and Restructuring Cybersecurity & Privacy Advisory Services Cybersecurity Maturity Model Certification Advisory Services Dark Web Monitoring Services Digital Forensic Services Virtual Chief Information Security Officer Services (vCISO) Family Advisory Services Forensic, Litigation and Valuation Services Matrimonial Services Management Consulting Services ESG, Sustainability and Impact Optimization PPP Loan Forgiveness Services Risk Advisory Services System Organization Controls (SOC) Reporting Specialty Industry Advisory Services Transaction and Financial Advisory Services Wealth Services FAMILY OFFICE Accounting and Reporting Advisory Charitable Giving Family Advisory Services Investment Monitoring and Oversight Lifestyle Support Personal Financial Management Tax Planning Wealth Planning INTERNATIONAL SERVICES China Desk General Data Protection Regulation (GDPR) German Desk Transfer Pricing Services INVESTMENT BANKING Acquisition Advisory Exit Readiness and Transaction Planning Sell-Side Advisory TAX COMPLIANCE AND PLANNING Employee Benefit Planning and Tax Compliance Employee Stock Ownership Plans International Tax Services IRS Representation and Tax Controversies Personal Financial Planning Private Foundation Services State and Local Tax SALT Tax Compliance and Reporting Tax Research and Strategic Planning Tax-Exempt Organizations Trust and Estate Planning TALENTCONNECT SERVICES Let PKF O’Connor Davies be the go-to source for your accounting, auditing, tax and cyber needs. We keep our clients in the know with our complimentary Thought Leadership publications and professional education events. We are responsive and focused on quality client service while delivering tailored solutions and useful feedback. You have a responsibility to ensure the financial success of your business. PKF O’Connor Davies is prepared to provide the necessary support. 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