Over the past 26 years KBA Group LLP has served clients with a wide array of value-added tax planning and compliance services. Let our experience and perspective help you see the big picture, reduce it to manageable subsets, develop effective strategies, and implement the strategies to meet your financial goals.
We use a progressive, pro-active approach to tax planning, tax preparation, and tax controversy resolution. By carefully analyzing the facts and desired results, we can then apply the relevant tax laws to achieve the most economic position. In this ever-changing tax and business climate, we are constantly aware of not only current tax laws, but also proposed tax law changes. We customize the process to make it cost-efficient to each client and we take the necessary steps to audit proof your tax positions to the extent possible. It is this attention to detail that distinguishes us.
Our team is actively involved in tax research and planning for mergers, acquisitions and sales of private and publicly held companies. Utilizing diversified tax, accounting and management advisory experience, KBA provides business solutions to meet the unique needs of middle market companies, both private and publicly held; and advises clients on business and tax strategies that create economic value for the benefit of stakeholders.
KBA's Tax Compliance Services Include:
- Federal and state tax preparation for:
- Partnerships
- Corporations
- Limited liability companies
- Individuals
- Estates, gifts and trusts
- Non-profits
- Representation before federal and state tax authorities
KBA’s Tax Consulting Services Include:
- Federal and state tax minimization strategies
- Entity selection
- Entity conversions
- Tax research
- Transaction strategies
- Compensation planning
- Asset protection
- Succession planning
- Estate and gift planning
- Multi-state planning
- Sales tax consulting
- Sales tax audit defense
- Reverse sales tax refunds
- Accounts payable refund analysis
Value Added Tax Services
KBA Group’s tax team has extensive experience in assisting middle market companies, both privately held and public, with value added tax services. Following are a few representative services our tax team has provided to help clients meet their financial goals:
Franchise Tax Planning
Many of our clients have saved hundreds of thousands of dollars in Texas franchise taxes. KBA’s tax professionals have a depth of experience in complex franchise tax restructuring and tax savings strategies.
Entity Selection
An important decision for any business is the selection of the correct entity. Entity selection will have significant business and tax ramifications. Our tax professionals are highly trained in this area.
Multi State Tax Planning
Our experience indicates that state compliance is an area in which many taxpayers are in some form of non-compliance due to poor tax planning management. This may be due to the fact that many middle market companies do not have the resources to plan effectively to ensure they are current with all of their state filing requirements. KBA’s tax professionals have a broad range of experience dealing with the complexities of multi-state tax issues.
Transaction Advisory Services
Whether it's analyzing a potential merger or acquisition, preparing information for a sale or financing, or minimizing the tax implications of a purchase or sale, finding the right financial professional to assist with the transaction can be a difficult task. Consider the dedicated team of professionals at KBA Group. They stand ready to assist your business with a wide range of transaction advisory and support services including:
- Due Diligence
- Transaction readiness services
- Post acquisition support
- Tax planning and entity structuring
Asset Protection, Succession, Estate and Income Tax Planning
Each of KBA’s tax partners has more than 15 years of experience helping clients protect what they have worked so hard to achieve by assuring that they do not unnecessarily pass along more than required… either to Uncle Sam or to creditors. Our expertise has significantly impacted clients with respect to asset protection and tax saving strategies.
Sales and Use Tax
KBA’s tax team includes one team member who devotes his entire practice to providing sales and use tax services. Clients often overpay sales tax because they are not aware of the many exemptions that exist for their particular industry. KBA can review a client’s operations to determine if any exemptions apply and then perform a detailed review of their sales tax expenditures to identify and recover taxes paid in error. We also provide clients with assistance in handling sales tax audits.
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