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SERVICES
We help you navigate the most critical issues and opportunities associated with a complex and innovative environment.

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Sustainable Tax Practices

Learn how sustainable tax practices benefit businesses by promoting environmental responsibility and offering tax advantages. Discover strategies to optimize your tax planning for a more sustainable future. IntroductionAs the importance of environmental sustainability grows, companies...

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Preparing Your Organization for Generative AI Integration

Successful AI adoption requires more than just implementation. It demands strategic planning and governance to prepare the workforce and leverage technology for driving innovation and efficiency. In today’s competitive market, organizations are increasingly turning to...

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IRS Reopens ERC Voluntary Disclosure Program

The ERC Voluntary Disclosure Program aids businesses in rectifying potential misclaims of the Employee Retention Credit, promoting transparency and compliance with IRS regulations. The IRS has recently announced a limited time reopening of the Employee...

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APPLIED

Tax

Applied Tax Services offers expert guidance on tax preparation, planning, and defense to individuals and businesses, ensuring compliance and minimizing liabilities.
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Tax Returns & Planning

Ensure accurate and timely reporting, minimizing risk and maximizing financial efficiency.

Tax Accounting

Empower your financial future with our expert tax guidance and unlock your full potential.

State & Local Tax

Maximize savings on nexus, apportionment, and credits, ensuring compliance with ever-changing regulations.

M&A Transactional

Streamline your M&A transactional process with planning and due diligence, ensuring a smooth and efficient deal.

Tax Credits & Incentives

Unlock business potential with tax credits and incentives and maximize your bottom line.

Private Tax

Personalized tax guidance for high-net-worth individuals to ensure your financials are protected and optimized.

Audit Support

Expert guidance and representation in the event of an audit, assessments, and penalties.

Tax Mobility

Seamless transitions for businesses and individuals working internationally, multi-state and relocation.

Tax Compliance

Maintain financial transparency, allowing you to focus on business growth.

International Tax

Navigate global tax complexities with our expert guidance on international tax planning, compliance, and dispute resolution.

Tax Resolution

Professional resolution and representation for complex tax disputes and delinquencies.

Tax Services
APPLIED

Advisory

Applied Advisory Services provides expert guidance and strategic advice to businesses, organizations, and individuals, helping them optimize operations, improve performance, and achieve their goals.
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Accounting Advisory

Strategic guidance and support to drive business growth, improve financial performance, and mitigate risk.

Strategy and Transformation

Empowering organizations to achieve sustainable growth, increase competitiveness, and drive innovation.

Digital Transformation, IT & Automation

Leverage cutting-edge technologies to streamline process, improve efficiency, and enhance customer experiences.

Asset Management Consulting

Maximize asset value and performance through strategic planning, maintenance, and condition monitoring.

Audit & Assurance Support

Tailored expertise to ensure confidence in your financial reporting and internal controls.

Industry Consulting

Streamline industry compliance requirements to expedite and alleviate concerns.

Fractional CFO Advisory

Unlock financial potential with strategic guidance, tax planning, and operational support.

Forensics & Litigation Advisory

Thorough data analysis to help clients detect evidence, build cases,  and achieve successful outcomes.

Risk Advisory

Mitigate risk with informed decision-making and drive business resilience.

Transation Advisory & Valuation

Expert guidance on due diligence, financial modeling, and integration strategy for  smooth, successful outcomes.

Advisory Services
APPLIED

Business Management & Family Office Solutions

Applied Business Management & Family Office solutions help organizations set strategies, allocate resources, and streamline operations to drive growth, improve efficiency, and increase profitability.
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Family Office Services

Personalized financial management and planning for high net worth individuals and families.

Trusts & Estates

Comprehensive planning services to protect and distribute according to your wishes.

Partnerships

Ensure compliance and minimized tax liabilities for pass-through entities and partners.

Business Management

SOLUTIONS

More than Accounting & Advisory

Services

We help you navigate the most critical issues and opportunities associated with a complex and innovative environment.

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Industries

By leveraging our expertise in cutting-edge technologies and strategies, we can help you stay ahead of the competition and drive real-life revenue growth.

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Resources

Our resources, including industry-leading software and expert partners, help us deliver tailored solutions that meet your business needs.

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Business

Our expertise helps businesses thrive by identifying new opportunities, fixing problems, and creating strategies for long-term success.

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Software

Our software solutions provide cutting-edge tools and innovative technology to help you streamline processes, increase efficiency, and achieve success.

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Individual

Our experienced tax team is dedicated to providing personalized and expert tax preparation services, ensuring your individual tax return is accurate, complete, and optimized for maximum refund

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FEATURED SERVICE

Accounting Software

Payroll, Accounting, Tax Filing
Applied Accountancy has developed software for over 30 years to deliver customized payroll solutions. This provides clients several advantages with customized adaptations to save cost and time.
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