O'Connor Yu LLP

O'Connor & Yu LLP - Certified Public Accountants

Tax Planning & Compliance

We Specialize in Tax Planning & Compliance

Today’s tax laws are complicated and demand up-to-date knowledge from tax professionals. At O’Connor & Yu LLP, our goal is to provide tax solutions to match the particular needs of each client and support their long-term growth. Our team of specialized tax professionals can address complex tax planning and compliance needs for both businesses and high-net-worth individuals.

We’re always up to date on the current tax laws, legislation changes and complex tax codes that can affect you. By working with you throughout the year, not just at tax filing time, we develop tax strategies that minimize both your current and future tax liabilities.

Here is what we do for you

Tax Compliance Services:

  • Tax planning and compliance services, including planning considerations resulting from the Tax Cuts and Jobs Act and CARES Act.
  • Individual tax return preparation
  • Business tax return preparation, including partnership, LLC and corporation
  • Trust, estate, fiduciary and gift tax return preparation
  • Multi-state tax returns
  • Consolidated tax returns
  • Foreign reporting and disclosure

Tax Planning/Consulting Services:

  • Tax projection for closely held businesses, individual, family, estate and trust
  • Partnership agreement review and assistance
  • Real estate tax-deferred exchanges
  • Capital gain characterization planning
  • Cost segregation studies for accelerated depreciation categorization
  • Distribution waterfall and carried interest calculation and review
  • Technical accounting for real estate acquisition, refinance and sale
  • Transaction planning
  • Blocker entity structuring
  • Debt restructuring or modification
  • Choice of business entity
  • Estate and gift planning
  • Family wealth transfer
  • International tax planning, structuring, and consulting

To find out how our team of experienced tax and accounting professionals can help your small business achieve success.

Ask a question

Find comfort in knowing an expert in accounting is only an email or phone-call away.

We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you. Contact Us

Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. Secure Send

Subscribe to our Newsletter

Subscribe to our monthly emailed newsletter to receive news, updates, and valuable tips. Subscribe