Tax Services

When it comes to taxes, no one likes surprises. To avoid the unexpected, Sweeney Conrad approaches taxes proactively, identifying key opportunities that minimize your present and future tax liabilities. We stay up-to-date on new tax laws and legislation, and communicate regularly with you throughout the year — not just on a quarterly basis or in preparation for April 15th. Our breadth of experience allows us to perform a wide range of tax services for closely held companies and high net worth individuals in the Pacific Northwest. We look forward to developing a long-term partnership with you to meet your present tax needs and help you secure a prosperous future.

Tax Planning and Compliance

  • Tax planning and preparing returns
  • Business structure changes
  • Buying and selling a business
  • Compensation and stock option planning
  • Real estate investments
  • Charitable giving
  • Business succession planning
  • Retirement planning
  • State and local tax filings
  • IRS representation

Business

As fellow business owners, we have a keen understanding of business tax laws. We can reduce your tax burden by helping you maximize your deductions, and take advantage of credits and incentives available under federal and state tax law. Key examples of benefits to our clients include:

  • Research and experimentation tax credit
  • Cost segregation
  • Section 199 Domestic Production Activities Deduction (DPAD)

Personal

  • Short-term and long-term tax planning
  • Compliance
  • Charitable planning
  • Estate and gift planning
  • IRS representation
  • Compensation and stock option planning
  • Real estate planning

State and Local Taxes (SALT) & Multistate Taxes

  • Multistate and local taxation
  • Sales and use tax
  • Nexus determinations
  • Voluntary disclosure and tax amnesties
  • Representation at state tax audits

International Consulting and Compliance

  • Business entity selection
  • Tax planning, structure, and due diligence related to mergers, acquisitions, or sale of business transactions
  • Worldwide tax optimization strategies
  • Research the tax attributes of potential overseas and domestic locations
  • Tax incentives for exporters
  • Transfer pricing studies and documentation
  • Repatriate profit strategies
  • Foreign investment in U.S. real property
  • Withholding tax planning
  • Report foreign operations and investments
  • Executive services for inpatriates and expatriates
  • Pre-immigration tax planning for individuals (entering or leaving the U.S.)
  • Estate planning for non-U.S. citizens