Tax Advisory Services
Proactive, year-round tax planning that goes well beyond filing season — helping your business stay compliant, reduce what you owe, and make confident decisions all year long.
Overview
Tax shouldn’t be something you think about once a year. From our Cleveland, Ohio headquarters, our tax advisors work alongside businesses and their owners across all 50 states — anticipating changes, modeling your options, and shaping a strategy that supports where your business is headed. You’ll work with experienced advisors who know your business, explain the trade-offs in plain language, and stay current as the rules evolve. From federal and multi-state income tax to entity structuring, credits, and IRS representation, it’s full-service expertise delivered with a boutique level of attention.
What we deliver
A full range of planning and compliance services built around your business and its owners.
Tax Planning & Preparation
Year-round planning paired with accurate federal, state, and local compliance for businesses, owners, and individuals — so filings reflect decisions made deliberately, not scrambled at the deadline.
Multi-State & SALT
Nexus reviews, apportionment, and state and local tax planning as you sell, hire, or expand across state lines — including pass-through entity (PTE) tax elections that can move deductions above the SALT cap.
Entity Structuring
Choice-of-entity analysis and restructuring for owners weighing S corporation, partnership, or C corporation treatment, balancing current tax, distributions, basis, and eventual exit.
M&A & Transaction Tax
Deal structuring, due diligence support, and post-close planning for buyers and sellers — modeling stock versus asset treatment, gain, and the tax profile of the transaction before you sign.
Credits & Cost Recovery
R&D tax credits and cost-recovery planning across bonus depreciation, Section 179, and Section 174 treatment of research costs — capturing benefits your operations already qualify for.
Estate, Gift & Trust Planning
Wealth-transfer, gift, and trust strategies for high-net-worth owners and families — coordinating income, estate, and gift tax so more of what you build passes on your terms.
Contact Us
Tell us about your business and a member of our team will be in touch.
Where we add value
Most firms show up at filing season. We show up before decisions get made — when the tax outcome is still yours to shape. Here is where proactive advice tends to pay off most:
- ✓Before you expand — nexus and multi-state exposure reviewed before you hire, sell, or open in a new state, so growth doesn’t create surprise filing obligations.
- ✓Before a transaction — buy-side and sell-side structuring modeled early, when the deal terms that drive the tax bill can still be negotiated.
- ✓When the rules change — we track federal developments such as OBBBA and adjust your plan, rather than reacting after the return is due.
- ✓When you invest in the business — bonus depreciation, Section 179, and R&D credit planning applied to equipment, property, and development spend you already have underway.
- ✓When wealth is at stake — estate, gift, and trust planning coordinated with your income tax picture so owner and business decisions pull in the same direction.
Why clients choose Pease Bell for tax
Proactive, not reactive
We work alongside you all year — anticipating changes and modeling your options before decisions are locked in — so tax planning shapes outcomes instead of just reporting them after the fact.
Full service, boutique touch
As a Top 200 U.S. CPA firm with 150+ professionals, we bring depth across tax, audit, and advisory — delivered with the direct partner access and plain-language explanations of a boutique practice.
Local roots, nationwide reach
Headquartered in Cleveland, Ohio and serving clients in all 50 states, we handle multi-state and cross-border complexity while staying close to the businesses and owners we advise.
How we work with you
A steady, year-round relationship — not a once-a-year handoff.
Step 1
Understand
We start with your business, your ownership structure, and your goals — getting a clear picture of where you operate, how you’re taxed today, and where you’re headed next.
Step 2
Model & plan
We model the options, quantify the trade-offs, and explain them in plain language — so you can make confident decisions on structure, transactions, credits, and timing throughout the year.
Step 3
Execute & monitor
We prepare and file accurate returns, then keep watching — adjusting as the rules change, as new opportunities appear, and as your business grows across states.
Tax Advisory Service Team
Tax insights from our team
Practical, current commentary on the tax changes and planning moves that affect business owners.
- Cost recovery
Bonus depreciation returns: what it means for your deductionsSupports the credits & cost-recovery capability and OBBBA-era planning.
- Real estate tax
1031 exchange rules: timelines, traps, and how to qualifyRelevant to owners deferring gains on business or investment property.
- OBBBA & compliance
The OBBBA Act and Form 1099 reportingTies to staying ahead of federal changes and compliance obligations.
- Individual planning
The new rules for deducting charitable contributionsSupports high-net-worth owner and individual planning.
- Estate & trust
Minimize trust and estate taxes with a 642(c) electionDirectly supports the estate, gift & trust planning capability.
Tax advisory FAQs
What does a tax advisor do beyond preparing my return?
A tax advisor helps you make tax-smart decisions all year, not just file at the deadline. That means modeling the tax impact of expansions, transactions, and investments before you commit, choosing the right entity structure, capturing available credits and deductions, and adjusting your plan as federal and state rules change — so your return reflects decisions made on purpose.
Do you handle multi-state and SALT (state and local tax) issues?
Yes. We serve clients in all 50 states and handle multi-state income tax, nexus reviews, apportionment, and state and local tax planning. As you hire, sell, or expand across state lines, we identify where you’ve created filing obligations and plan for them — including pass-through entity (PTE) tax elections that can help owners work around the federal SALT deduction cap.
Can you help my business claim R&D tax credits and bonus depreciation?
Yes. We evaluate whether your operations qualify for the R&D tax credit and plan cost recovery across bonus depreciation, Section 179 expensing, and the Section 174 treatment of research costs. The goal is to capture benefits you already qualify for on equipment, property, and development spending — and to time those deductions to match your broader tax picture.
How do you help with entity structuring and M&A transactions?
We analyze choice of entity — S corporation, partnership, or C corporation — based on your current tax, distributions, basis, and planned exit. For M&A, we support buyers and sellers with deal structuring, due diligence, and post-close planning, modeling stock-versus-asset treatment and the resulting gain before terms are signed, when the tax outcome can still be shaped.
Do you work with high-net-worth owners on estate, gift, and trust planning?
Yes. We advise high-net-worth owners and families on wealth-transfer, gift, and trust strategies, coordinating income, estate, and gift tax so the plan works as a whole. Because we also handle the underlying business tax, owner-level and company-level decisions stay aligned — helping more of what you build pass on your terms.
Do you represent clients before the IRS?
Yes. We help clients respond to IRS notices and handle representation on federal and state tax matters. Experienced advisors who already know your business manage the correspondence, explain your options in plain language, and work to resolve issues efficiently — so you’re not facing tax authorities on your own.