Tax Consulting

Every successful business seeks legitimate ways to reduce its tax burden. While basic compliance is mandatory, significant and sustainable tax savings can only be achieved through proactive, year-round strategic planning.

At Calvetti Ferguson, we don’t just file taxes—we develop sophisticated strategies tailored to your unique financial ecosystem and industry challenges. We simplify complex and ever-changing tax laws to identify and aggressively pursue all available federal, state, and local incentives, deductions, and credits that directly impact your profitability and secure future growth.

The Calvetti Ferguson Advantage

We provide the technical expertise and robust resources of a Big 4 and national firm alternative, delivered with the dedicated, responsive partnership only a specialized consultant can offer.

We partner with a diverse range of clients, including privately held companies, partnerships, LLCs, multinational corporations, and SEC-registered entities.

• Global Expertise: Our experience extends beyond domestic compliance to include complex international tax opportunities arising from joint ventures and U.S.-based foreign subsidiaries.

• Proactive Planning: We move beyond simple tax preparation to develop, review, and update your corporate tax strategy, ensuring you benefit from legislative changes as they occur.

• Focused on Results: Our strategies are designed to deliver measurable tax savings and reduced risk exposure.

Comprehensive Tax Services

Our highly specialized team provides targeted solutions designed to create immediate and long-term financial advantages. We focus heavily on specialty tax credits and refund reviews—areas where businesses often leave significant money on the table.

R&D Tax Credit Studies: Monetize investments in innovation and development by capturing significant federal and state tax credits.

Sales & Use Tax Refund Reviews: Review past transactions to identify overpayments and secure refunds, significantly boosting cash flow.

Cost Segregation Studies: Accelerate depreciation deductions on your real estate assets to realize immediate tax savings.

Controversy & IRS Dispute Resolution: Protect your business and financial interests with expert representation and dispute management.

Family Office Tax Services: Comprehensive tax planning and compliance explicitly tailored to the complex needs of high-net-worth families and their entities.

Specialty Tax Credit Consulting: Identify and capture other highly specific, industry-related tax credits.

Trust & Estate Planning: Develop and implement tax-efficient strategies for wealth transfer and preservation for private clients.

Nonprofit Tax Services: Ensure complex tax compliance (Form 990, unrelated business income) and strategic planning for tax-exempt organizations.