Our Services

Tax Planning & Preparation

Efficiently plan and prepare your taxes with Percipio Business Advisors to maximize cash flow and minimize liabilities, aligning with both your personal and business objectives. Whether you’re navigating real estate investments, M&A activity, or seeking assistance with state and federal compliance, you can count on our tailored tax planning services to help you make the right financial decisions.

Comprehensive Tax Preparation & Planning

We understand that navigating the intricate world of taxes can be overwhelming. That’s why we’re here to provide you with comprehensive tax planning and preparation solutions tailored to your unique needs.

At Percipio Business Advisors, we help individuals, businesses, and organizations minimize tax liabilities and maximize financial outcomes. From small business owners to high-net-worth individuals, our experienced tax professionals provide strategic guidance and personalized planning to help you reach your tax and financial goals with confidence.

Individuals

Our team is well-versed in both state and federal tax regulations, translating complex laws and jargon into clear, actionable guidance. No matter your state of residence or personal financial situation, Percipio Business Advisors ensures accurate, compliant filing tailored to your needs. We serve many types of individuals, including those who:

  • Need expert assistance with state and federal tax preparation, filing, and returns
  • Are looking to optimize annual income tax planning
  • Require support with extension filings and estimated tax payments
  • File individually or jointly
  • Own a business or multiple properties
  • Have foreign income or overseas assets
  • Recently received a large inheritance
  • Owe a significant amount in taxes
Nonprofit

Business

Whether you’re running a family-owned shop or a large corporation, we offer tax planning services tailored to businesses of all sizes. Our experienced advisors manage the complexities of business taxes so you can stay focused on growth, operations, and long-term success without added stress. Here are some of the key ways we help businesses expertly navigate tax planning and preparation:

  • Comprehensive support with state and federal tax preparation, filing, and returns
  • Strategic annual income tax planning to optimize liabilities
  • Expert assistance with extensions and estimated tax payments
  • Tax-efficient corporate structuring, including LLCs, S-corps, C-corps, and more
  • Employee Retention Credit (ERC) analysis and claim preparation
  • Customized strategies to minimize your overall tax burden
  • Coordination of personal and business tax filings for seamless compliance
  • Design and implementation of benefits structures to enhance compensation strategies

Nonprofits & Organizations

Navigating the complexities of running a nonprofit organization can make tax season especially difficult. Don’t let tax challenges overwhelm you. Let us handle your taxes so you can focus on advancing your mission. Our expert team offers comprehensive support tailored to nonprofits, including:

Nonprofit
  • Strategic tax planning to maximize your resources
  • Compliance reviews to ensure adherence to lobbying regulations
  • Accurate preparation of Forms 990, 990-T, and 990-PF
  • Public support test calculations for regulatory compliance
  • In-depth private foundation tax analysis
  • Executive compensation guidance and related reporting

Why Choose Percipio Business?

Percipio Business Advisors is your trusted partner for tax optimization and lasting financial success. Led by experienced CPAs, our team delivers deep accounting expertise and insightful tax strategies designed to minimize liabilities and maximize cash flow. We provide personalized, industry-specific solutions and expert compliance support to help individuals, businesses, and nonprofits confidently meet IRS regulations. And our commitment goes beyond tax season—we work proactively year-round to keep your tax strategy ahead of the curve and your financial goals within reach.

National Reach

At Percipio Business Advisors, our roots may be in Omaha, Nebraska, but our reach extends across the country. We’re proud to support small businesses, high-net-worth individuals, and organizations in cities from Los Angeles and New York to Dallas, Miami, and beyond. Whether you’re in agriculture, healthcare, construction, technology, or manufacturing, we bring proven experience navigating the complex, industry-specific tax challenges that businesses like yours face every day.

Frequently Asked Questions

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What Services Do you Provide For Tax Planning and Preparation?
We offer a comprehensive range of tax planning and preparation services, including filing and returns, tax-efficient corporate structuring, strategies to minimize tax burdens, nonprofit form preparation, private foundation tax analysis, and much more.
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What Are The Five Standards For Tax Planning?

In 2017, the Professional Conduct in Relation to Taxation (PCRT) issued five new standards for tax planning based on fundamental ethical principles.

The five standards for tax planning are:

  1. Client specific: Tax planning must be tailored to the specific facts and circumstances of each individual client.
  2. Lawful: Tax planning strategies must be legal and comply with all applicable tax laws and regulations.
  3. Disclosure and Transparency: Tax planning arrangements should be transparent, with clear disclosure of risks and potential consequences to the client.
  4. Tax Planning Arrangements: These arrangements should have a genuine economic purpose beyond solely obtaining tax advantages.
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What Are The Biggest Tax Mistakes Business Owners Make?
There may not be a one-size-fits-all approach to business taxes, but there are common pitfalls that can seriously cost you. Major missteps include mixing personal and business finances, poor recordkeeping, missing filing or payment deadlines, underpaying estimated taxes, and misclassifying employees or contractors.
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How Can You Help Minimize My Tax Liabilities?
The team at Percipio Business Advisors takes the time to understand your unique financial needs and goals. With deep expertise in tax planning and preparation, we proactively identify opportunities to minimize and mitigate tax liabilities before they become costly.
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Do You Work With Both Individuals and Businesses For Tax Preparation?
Yes, we work with high-net-worth individuals and businesses to ensure their taxes are prepared and filed with precision, efficiency, and a strategic focus on minimizing liabilities.
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What Makes Your Tax Planning Services Different From Other Firms?
What sets Percipio Business Advisors apart from other tax firms is our proactive, year-round approach and personalized service. Our CPA-led team goes beyond basic filing: we offer strategic planning, industry-specific insights, and compliance support tailored to individuals, businesses, and nonprofits. With nationwide reach and deep expertise, we help minimize liabilities and maximize financial outcomes at every stage.
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Can You Help Ensure Compliance With State and Federal Tax Regulations?
Yes. We specialize in helping clients stay compliant with both state and federal tax regulations. Our team works with businesses, nonprofits, and individuals across a wide range of industries and major metro areas nationwide, giving us in-depth knowledge of varying state requirements. Combined with our expertise in federal tax law, we ensure you’re filing accurately and confidently, year after year.
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What States Do You Provide Tax Preparation Services?

We provide accounting services to all 50 states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming

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