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Tax Planning – Businesses

TAX STRATEGIES

Gain on Your Goals with an Integrated Approach to Tax

There’s nothing simple about business taxes.

It’s more than just filing this year’s returns; it’s about building a long-term strategy that aligns with your company’s entire lifecycle. As your business grows and changes, so does your tax situation. Having a trusted advisor to help you form a comprehensive strategy is essential for maintaining your upward momentum.

At PBMares, our tax professionals help you create tax savings now and over the course of your business’s future. We anticipate events and examine their tax impact to create a long-range plan that maximizes profitability and ensures you never pay more than your proper share. Our disciplined approach incorporates deep knowledge of federal, state, and local tax laws to reduce your total tax liability and enhance cash flow.

With direct access to professionals who can answer your questions, you can rest assured that you’re in full compliance, no matter your entity type.

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AN INSIDE VIEW

Dan Chenoweth, MPA, CPA

As one of PBMares’ trusted advisors, Dan Chenoweth shares his thoughts on teamwork within the firm, the importance of listening to clients’ needs, and how building trust – a core value of the Firm –  is a main component of helping clients achieve their goals.

 

Business Tax Services

We proactively advise you on steps you can take now to minimize lifetime tax liability and also maximize cash flow and flexibility to help your business grow. Knowing what to expect helps you avoid surprises and complications. With direct access to professionals who can answer your questions, you can rest assured that you’re in full compliance.

Credits & Incentives

Reduce costs and boost cash flow.

International

Optimize cross-border operations for tax efficiency and compliance.

State & Local Tax (SALT)

Simplify multi-state tax obligations and reduce liabilities.

Succession Planning

Ensure a smooth transition and secure your business legacy.

“Our PBMares team is doing a great job moving the work forward and keeping us on track! They are proactive and tackle challenges as they arise, helping us meet our deadlines and goals.”

~ Soli Organic, Inc.
Real Feedback. Real People.

“I cannot articulate how wonderful it has been to work with a firm that is proactive in its approach to saving us money by exploring a continuous tax strategy and employing efficient audit practices.”

~ Asheville Mica Co.
Real Feedback. Real People.

The staff we work with is excellent and spot on with their knowledge of our business and the tax codes.

~ Valued Client
Real Feedback. Real People.

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Meet the Team

Christopher Lemley

Tax Service Line Leader
Norfolk

Daniel Chenoweth

MPA, CPA
Partner, Credits & Incentives Team Leader
Newport News

Maura Lange

CPA
Partner
Rockville

Charles Dean Smith, Jr.

CPA
Partner, Franchise Team Leader
New Bern

Edward Yoder

CPA, MSA
Partner
Harrisonburg