Taxes Minimized. Income Optimized.

Our proprietary tax minimization strategies utilize specific sections of the U.S. Tax Code which allow our clients to legally save significant tax dollars. In order to discuss these services, we require an NDA from all parties, including other tax professionals and service providers. Please contact us at info@ots-tax.com.

We have an array of tax credits available to help our clients offset their tax liabilities. Such credits include but are not limited to: (1) Solar and Other Renewable Energy Credits; (2) Rehabilitation Investment Tax Credits (“RITC”); (3) Empowerment Zone Tax Credits. Note: We continue to source and expand our tax credit offerings.

Our founder, as well as other members of our team, have significant experience in mergers and acquisitions. We can provide all levels of service, including due diligence, tax planning, tax-free reorganizations and other services when looking to acquire, sell or merge your business.

Our experts work with you to customize a plan specifically for you and your loved ones to ensure estate tax minimization, wealth preservation and minimize probate matters. We differ from most firms in that we strongly believe all plans should be customized and that no two plans should look the same. You’ve worked too hard to get where you are today, you deserve the best. Contact OTS for your free initial consultation.

We work with our clients to execute proper succession planning when they are looking to sell or transfer their business. Whether it’s transitioning to a family member, employees, or outside business entities, we design the ultimate structure that minimizes your tax burden and possibly allows you to defer and/or eliminate capital gains.

We provide world-class tax and accounting services to our clients when they need it most. We work with you to determine best practices and best solutions related to the matters at hand. We strive to be a key strategic partner when our clients need us most.

We do not prepare tax returns at OTS. However, we have a wide network of service providers that we can refer to you should you need tax return preparation and other compliance services.