Strategic Tax Planning

Corporate Tax Services That Maximize Value

More than compliance. We provide proactive corporate tax planning that minimizes your tax burden, maximizes deductions, and positions your business for strategic growth. Year-round support from experienced CPAs.

$180K
Avg Tax Savings
100%
On-Time Filing
Zero
IRS Penalties
Core Services

Comprehensive Corporate Tax Solutions

From strategic planning to compliance, we handle every aspect of your corporate tax needs

Corporate Tax Preparation & Filing

Complete tax return preparation for all entity types

C-Corp (Form 1120) & S-Corp (1120-S)
Partnership (Form 1065) & LLC returns
Multi-state tax return preparation
Federal, state, and local filings

Strategic Tax Planning

Proactive strategies to minimize your tax liability

Year-round tax planning & projections
Entity structure optimization
Tax credit & incentive identification
Quarterly estimated tax calculations

Tax Minimization Strategies

Maximize deductions and reduce your effective tax rate

R&D tax credit qualification
Section 179 & bonus depreciation
Cost segregation studies
Net operating loss (NOL) planning

IRS Audit Support & Defense

Full representation and defense in IRS matters

Audit representation & correspondence
IRS notice response & resolution
Appeal representation
Penalty abatement services

Multi-State Tax Compliance

Navigate complex multi-state tax requirements

State nexus analysis & planning
Sales & use tax compliance
State income tax apportionment
Franchise tax preparation

Tax Compliance & Reporting

Ensure timely compliance with all tax obligations

Quarterly estimated tax payments
Extension filing when needed
Annual tax provision calculations
Tax document organization
Tax Optimization

Strategies We Use to Reduce Your Tax Burden

Proactive tax planning strategies that put thousands back in your pocket every year

R&D Tax Credits
Average savings: $50K-$250K annually

Claim credits for product development, software engineering, and process improvement activities

Retirement Plan Contributions
Reduce taxable income significantly

401(k), SEP IRA, and defined benefit plan strategies for business owners

Entity Structure Optimization Credits
Save 10-20% on tax liability

Choose the right entity type (C-Corp, S-Corp, LLC) for your situation

Section 179 & Bonus Depreciation
Immediate expense deductions

Accelerate deductions for equipment, vehicles, and technology purchases

Cost Segregation Studies
$30K-$100K+ in first year savings

Accelerate depreciation on commercial real estate and major improvements

Tax Loss Harvesting
Offset gains with strategic losses

Convert net operating losses into valuable tax assets for future years

Income & Expense Timing
Optimize tax brackets year-over-year

Strategic timing of revenue recognition and expense deductions

State Tax Credits & Incentives
State-specific savings opportunities

Job creation credits, investment incentives, and location-based benefits

Qualified Business Income Deduction
Up to 20% deduction on pass-through income

Maximize QBI deduction for S-Corps, partnerships, and sole proprietors

Real Results

What Clients Achieve With Strategic Tax Planning

When tax planning becomes a strategic partnership, businesses save significantly and avoid costly mistakes

$180K
Average Annual Tax Savings
Through proactive planning & optimization
Zero
IRS Penalties or Interest
Perfect compliance track record
30%
Effective Tax Rate Reduction
From strategic entity structuring
100%
On-Time Filing Rate
Never miss a deadline or extension

Our Clients

"Rich and the aquifer team helped us significantly improve our financial infrastructure. This allows us to focus on scaling faster, while feeling confident we have the right financial systems in place."

"The Aquifer team has been incredibly insightful in approaching our finance stack, making them an invaluable partner for our business. They work with us rather than around us and continue to lend their expertise in the world of web3 accounting."

"Aquifer was instrumental in helping GDA scale by providing financial infrastructure & processes, financial advisory seed + Series A rounds, corporate accounting & tax support, and any other ad-hoc projects. The team brought a strong sense of co-founder ownership."

Technology Ecosystem

Seamlessly Integrate With Your Existing Tech Stack

Platform-agnostic expertise means you never have to change your systems. We adapt to your workflow, not the other way around.

Quarterly (Apr 15, Jun 15, Sep 15, Jan 15)
Estimated Tax Payments

Federal and state estimated quarterly payments for corporations and pass-through entities

March 15
S-Corp & Partnership Returns

Form 1120-S and 1065 filing deadline (or extension request)

April 15
C-Corp Tax Returns

Form 1120 filing deadline for calendar year C-Corporations

September 15 / October 15
Extended Return Deadlines

Final deadline for returns filed with extensions

January 31
W-2 & 1099 Deadlines

Issue employee W-2s and contractor 1099s to recipients and IRS

Year-Round
Sales Tax Filing

Monthly, quarterly, or annual state sales tax filings depending on volume

We Handle All Deadlines

From quarterly estimates to annual returns, our tax calendar system ensures you never miss a deadline or pay late penalties.

100% On-Time Filing Guarantee
Our Process

How We Optimize Your Corporate Tax Strategy

Year-round proactive planning that keeps you ahead of tax obligations and maximizes savings

Tax Position Analysis

We review your current tax situation, prior returns, entity structure, and identify immediate opportunities

01
Strategic Planning

Develop comprehensive tax strategies including entity optimization, credit identification, and timing strategies

02
Year-Round Execution

Implement strategies throughout the year, track estimated payments, and adjust plans based on business changes

03
Compliance & Filing

Prepare and file all returns accurately and on time with comprehensive support documentation

04
Our Team

Meet Your CFO Partners

Our experienced CFOs bring decades of expertise across various industries to help your business thrive

Rich Zhou
CEO & Founder
Terence Papadacos
COO & Manager of Accounting
Alexander Williamson
Senior Manager of Accounting
Ron Armstrong
Senior Business Analyst
Witton Leung
Financial Modeling Expert
Lydia Yu
Manager of Accounting
Mhilanie Belleza
Manager of Accounting
Want to learn more about our team and expertise?
View Full Team Bios
The Aquifer Difference

Strategic Partners, Not Just Tax Preparers

We don't just file your returns at year-end. We become integrated partners who proactively plan throughout the year, minimize your tax burden, and position your business for long-term tax efficiency.

Year-Round Tax Strategy

We work with you throughout the year to identify opportunities, not just scramble at filing deadlines.

Audit Protection

Our meticulous documentation and conservative positions give you confidence and peace of mind if the IRS comes knocking.

Multi-Year Optimization

We build tax strategies that maximize benefits across multiple years, not just the current filing season.

Common Questions

Frequently Asked Questions

Everything you need to know about our corporate tax services

When should I start working with a tax advisor?
How much can I realistically save on taxes?
Do you handle personal taxes for business owners?
What if I'm already working with another accountant?
How do you handle multi-state tax issues?
What happens if I get audited?
Can you help with R&D tax credits?
What about international tax issues?
How do you charge for tax services?
What if I've made tax mistakes in previous years?
Let's Get Started

Ready to Minimize Your Tax Burden?

Schedule a free 30-minute tax consultation. We'll review your situation and identify immediate opportunities for savings. No credit card required, no commitment.

No Credit Card Required
30-Min Free Call
Dedicated Partnership