Tax & Advisory Services

Corporations of all sizes in most every industry regularly turn to ADL’s Corporate Tax Team for help in managing and minimizing federal and state tax risk and liabilities. Tax laws are complex, and complying with all the rules and regulations can be exacting. You need experienced, perceptive professionals to arrive at the desired outcomes.

One hallmark of ADL’s comprehensive tax services is helping clients increase their use of technology to maximize efficiency and simplify tax processes. At ADL, you benefit from tax professionals in a variety of advisory and compliance areas working together to drive the most effective tax strategies for your business.

In addition, corporate tax team members advise ADL assurance clients and are valued resources to other businesses that need an independent specialist firm to serve as an extension of the management team in tax planning matters. Frequently, due to independence issues, large accounting firms and their clients look to ADL for assistance with tax provision preparation and special tax projects.

Cost recovery and related accounting methods are complicated topics. With hundreds of thousands of pages devoted to court cases and regulations on the subject, it’s no wonder even many sophisticated real estate professionals haven’t mastered the possibilities.

The fact is, a strategic approach to federal and State tax regulations may enable you to defer paying tax and enjoy the time value of money when acquiring, repairing or improving a commercial or residential rental property. As your advisors ADL tax professionals take a holistic approach to the transaction, improvement or repair of tangible property and how you account for it on your balance sheet.

At ADL, real estate is one of our core industry groups. We specialize in serving real estate clients large and small – and our people are well-versed in all areas of interest to real property owners, investors, tenants and users.

Foreign operations and expansion out of, or into, the United States can be complicated from a tax perspective. You need sound, pragmatic tax advice to avoid complications and efficiently comply with relevant tax jurisdiction laws, rules and regulations.

ADL’s International Tax Services Team assists businesses and global families with tax planning strategies to minimize their worldwide tax obligations and meet business and financial objectives. With ADL, you have access to a wide array of planning, consulting and compliance services.

In addition, ADL is a founding member of LEA Global: Leading Edge Alliance, an international association of independently owned accounting and consulting firms with a presence in more than 100 countries, and is the exclusive U.S. associated partner firm of ECOVIS, a multinational professional services organization operating on six continents. Our international tax professionals are well-equipped to serve the specific needs of large international corporations, foreign nationals, high net worth individuals, family business owners and local business operators, among others.

Whether your business operates in all 50 states, a few, or just one, trying to stay current and compliant with income and non-income tax laws and regulations can be time-consuming and often frustrating. The laws are complicated and ever-changing—no matter your business type—C or S corporation, partnership or sole proprietor.

After thoroughly assessing your state and local tax (SALT) needs, ADL professionals focus on creating a comprehensive and effective tax compliance plan for your business.

It’s been proven that more than 50% of tax credits and incentives go unclaimed every year.

ADL helps you take advantage of less obvious opportunities to reduce costs and generate refunds. You’ll receive valuable insights on how to unlock and secure favorable incentive packages – tax and non-tax savings opportunities for job creation, research, training and other qualified expenses.

Busy companies often overlook tax credits and incentives as ways to lower costs. Especially when there’s a general business or economic slowdown, opportunities arise to take advantage of tax incentives that can positively impact the bottom line, including ways to:

• Avoid paying unnecessary taxes
• Obtain immediate tax refunds.
• Reduce operational costs.
• Improve earnings before interest and tax, net income, and shareholder value.
• Enhance the economic value of company initiatives.

Tax implications can significantly impact the value of a potential transaction for both buyers and sellers. ADL’s dedicated team of transaction tax professionals can assist you in navigating the complexities of federal, state and international taxes, and help reveal the value, accelerate the deal timeline and move the transaction to a successful close.

Our clients take comfort knowing ADL is on top of the latest tax issues dealmakers face in an ever-changing regulatory environment. ADL’s transaction tax professionals have strong relationships with private equity (PE) firms, lenders, insurers, and legal advisors. We’re active in the communities we serve, whether as a sponsor of the Association for Corporate Growth (ACG) or co-hosting Deal Day events that bring the PE and investment banking communities together.

And, unlike many firms, ADL partners and senior-level professionals roll up their sleeves to provide the strategic advice you need and are there to support you throughout the deal lifecycle and beyond.