Business Tax Preparation and Planning | Brinker Simpson & Company

More Than Just Filing

Your business tax return is a record of decisions made throughout the year. We help you make better ones, with an eye on both the entity and the owner's personal return.

That means reviewing entity choice and reasonable compensation, finding credits you qualify for, staying ahead of state and local obligations as you grow and planning early for an acquisition, sale or ownership transition. Clients include manufacturers, contractors, healthcare practices and professional services firms.

Tax Planning and Strategy

Year-round planning and projections to manage liability and time major decisions.

Tax Compliance and Preparation

Federal, state and local returns for C corporations, S corporations, partnerships and LLCs.

Entity Structuring

Choosing and maintaining the right structure, including S corporation elections and reasonable compensation.

Credits and Incentives

Identifying research and development credits, state incentives and other opportunities you may be missing.

Multi-State Tax Planning

Nexus, apportionment and sales tax compliance as you sell and hire across state lines.

Learn More About Tax Planning and Advisory

Year-round planning that goes beyond filing returns.

Learn More About State and Local Tax

Multistate compliance, nexus analysis and SALT planning across jurisdictions.

Frequently Asked Questions

What types of entities do you work with?

C corporations, S corporations, partnerships and LLCs, along with the owners' personal returns.

Is tax planning different from tax preparation?

Yes. Preparation reports what already happened. Planning happens during the year, so you can manage liability and time major decisions like equipment purchases, compensation and ownership changes.

Do you handle state and local taxes?

Yes. We help businesses stay ahead of state and local obligations, especially as they expand into new states or markets.

When should we start planning for a sale or ownership transition?

As early as possible. Entity structure and timing decisions made years ahead can significantly change the tax outcome of a sale or transfer.

Where are your clients located?

Our office is in Media, PA. We serve closely held businesses and their owners across Delaware County, Greater Philadelphia, South Jersey, Delaware and nationwide.

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Business Tax Services