Industries Served

Partner Profiles

SLP Peer Review

Associations and Affiliations

SLP Ground Rules

Among the Services We Provide

Corporate and Partnership Tax Planning and Compliance

New Venture Issues

Selection of Entity for New Businesses

Debt and Equity Capitalization

Initial Classes of Stock

Tax Efficient Structures for Corporations and Partnerships

Business Reorganizations, Merger and Acquisitions

Domestic and Cross-Boarder

Corporate Compensation and Stock Plan Review

Federal, State, and International Tax Compliance Reviews

Income Tax Return Preparation for Federal, Multi-state, and Consolidated Returns

State Tax Planning

State Income Tax Review

Review of Apportionment Formulas

Use of Local vs. Deleware Companies

State Tax Credits and Incentives

Business Acquisitions

Due Diligence for Purchaser or Seller

Tax and Buisness Analysis

Corporate Tax Carryovers and Attributes

Buy-Sell Agreements

Merger Analysis

Negotiations for Mergers and Acquisitions

Representation Re: Financial Analysis of Deals

Corporate Restructuring

Liquidations - Implementation and Compliance

Tax Utilization of Past Years' Losses

Tax Research

Capitalizatioin Issues

Unicap Analysis

Asset Acquisition and Cost Segregation Reviews

Tax Credit Review and Analysis

Compensation and Benefits

Executive Stock Option Plans - Review and Implimentation

Corporate Board and Employee Presentations

Benchmarking for Industry

Section 125 Benefit Plans

401(k) Plan Implementation

Bankruptcy

Tax Issues Re: Workouts and Restructuring

Tax Compliance and Loss Utilization Review

ESOP Analysis and Implementation

Assurance and Consulting Services

Audits

Reviews and Compliations

Consulting Under Generally Accepted Accounting Principles (GAAP)

Valuation Services for Company Sales, Financial Instruments, Gift and Estate Tax Planning

Acquisition Reviews

Early Stage to IPO Consulting

Agreed-Upon Procedures for Verifying Specific Transactions

410(k) Audits (Required for Businesses over 100 Employees)

Budgeting and Cash Management

Business Plan Preparation

Accounting Methods Review

Litigation Support Services

Financial Analysis and Damage Award Estimates

Expert Testimony

Tax-Structured Settlements

Asset Recovery Services

Corporate Consulting Services

Negotiations with Tax Authorities

Review Contracts and Partnership Agreements

Succession Planning and Coaching

Smith, Lange & Phillips LLP

San Francisco Office
33 New Montgomery Street, 15th Floor
San Francisco, CA, 94105
Phone: 415.243.8833
Fax: 415.243.8840
Email: info@slpcpa.com

North Bay Office
999 5th Avenue, Suite 320
San Rafael, CA 94901
Phone: 415.458.5568
Fax: 415.257.3764
Email: infoSR@slpcpa.com

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