Tax Services

Freja & Co offers a comprehensive suite of federal tax services designed to meet the compliance, planning, and advisory needs of corporations, partnerships, and individuals. Our expertise ensures that you remain compliant while identifying opportunities to reduce liabilities and maximize savings. Here are the expanded details of our federal tax-related services:

Federal Tax Compliance

• Tax Return Preparation & Filing:

  • Accurate preparation and timely filing of federal tax returns for corporations (C-Corps and S-Corps), partnerships, LLCs, trusts, estates, and individuals.

  • Support for multi-entity structures with consolidated returns and intercompany transactions.

  • Specialized services for industries with complex tax requirements, such as healthcare, real estate, and manufacturing.

• Tax Documentation Review:

  • Ensuring all supporting documentation aligns with federal reporting requirements, including W-2s, 1099s, and K-1 schedules.

  • Verifying the accuracy of deductions, credits, and exemptions to avoid penalties or audits.

• Quarterly and Annual Estimated Tax Calculations:

  • Assisting businesses and individuals in calculating and remitting federal estimated taxes to avoid underpayment penalties.

  • Continuous monitoring of income and expense changes throughout the year to adjust estimates.

Federal Tax Planning & Strategy

• Strategic Tax Planning:

  • Developing long-term tax strategies aligned with your business objectives or personal financial goals.

  • Identifying opportunities for accelerated deductions through tools like bonus depreciation and Section 179 expensing.

  • Advisory on entity restructuring to optimize federal tax liabilities.

• Tax Reform Guidance:

  • Staying up to date on legislative changes to identify how federal tax law updates impact your financial planning.

  • Customized solutions to adapt to changes in regulations such as the CARES Act, Tax Cuts and Jobs Act, or Inflation Reduction Act.

• Federal Tax Credits & Incentives:

  • Maximizing savings through available federal tax credits, including:

    • Research and Development (R&D) tax credits for innovation and process improvements.

    • Energy efficiency and renewable energy incentives.

    • Work Opportunity Tax Credits (WOTC) for eligible hires.

  • Support with documentation and reporting to substantiate claims and reduce audit risks.

IRS Representation & Resolution

• Audit Support:

  • Representing businesses and individuals during IRS audits, ensuring your compliance and minimizing disruptions.

  • Providing responses to IRS inquiries, including notices of adjustments, collections, or penalties.

• Dispute Resolution:

  • Handling federal tax disputes, including installment agreements, penalty abatements, and Offers in Compromise (OIC).

  • Negotiating and managing IRS payment plans to help you resolve outstanding tax obligations.

• Post-Audit Advisory:

  • Providing strategic recommendations and corrective actions to address any deficiencies identified during an audit.

Specialized Federal Tax Support

• Depreciation and Expense Strategies:

  • Advising on depreciation methods, including accelerated depreciation under federal guidelines.

  • Guidance on optimizing business expense deductions to reduce taxable income.

• Net Operating Loss (NOL) Optimization:

  • Calculating and applying NOLs to offset taxable income, ensuring compliance with federal carryback and carryforward provisions.

• Multi-State and Federal Integration:

  • Coordinating multi-state filings to ensure consistency with federal returns and avoid duplicate taxation.

At Freja & Co, our federal tax services are designed to provide clarity, compliance, and confidence. Whether you’re navigating complex corporate filings or managing personal tax obligations, our team of experts is here to deliver tailored solutions that meet your unique needs. Contact us today to discuss how we can simplify your federal tax responsibilities while maximizing your savings.

State and local taxes (SALT) present unique challenges for businesses and individuals, especially in today’s dynamic regulatory environment. At Freja & Co, we understand that navigating state-specific tax laws can be overwhelming, but proactive strategies and expert guidance can uncover significant benefits. Our SALT professionals specialize in helping clients achieve compliance, reduce liabilities, and capitalize on state-level opportunities that can positively impact their bottom line.

Our Expertise in State and Local Tax Services

• Multi-State Sales and Use Tax Compliance and Consulting:

  • Comprehensive assistance with sales and use tax compliance, including registrations, reporting, and remittances for businesses operating in multiple jurisdictions.

  • Guidance for e-commerce and remote sellers on state-level taxation requirements, including marketplace facilitator laws and economic nexus thresholds under rulings like Wayfair.

  • Strategic tax planning to mitigate exposure to penalties and optimize cash flow related to state and local tax obligations.

• Real Estate and Property Tax Valuation Strategies and Appeals:

  • Expertise in property tax assessments to identify over-assessed valuations and secure reductions through appeals processes.

  • Tailored strategies for real estate development and acquisitions to minimize upfront tax burdens and long-term liabilities.

  • Assistance in leveraging state property tax abatements, exemptions, and credits, such as those available for enterprise zones or renewable energy projects.

• Nexus Studies and Multi-Jurisdictional Compliance:

  • In-depth nexus analyses to determine taxable presence across various states, ensuring full compliance while minimizing unnecessary exposure.

  • Support for businesses expanding into new markets, helping them navigate multi-state reporting obligations for income, franchise, and sales taxes.

  • Expertise in resolving past liabilities through Voluntary Disclosure Agreements (VDAs), reducing penalties and interest while achieving compliance.

• State-Specific Tax Credits, Incentives, and Benefits:

  • Identifying and maximizing state tax credits and incentives, such as those for job creation, research and development, energy efficiency, and infrastructure investment.

  • Advising businesses on how to qualify for and claim industry-specific incentives, such as renewable energy grants, historic preservation credits, and manufacturing benefits.

  • Ongoing monitoring of state tax legislation to keep clients informed of new opportunities, such as temporary tax relief programs, economic development grants, and special credits.

Why State Benefits Matter

State and local taxes often represent a significant portion of a business’s total tax liability, yet many companies and individuals fail to take full advantage of the opportunities available. By identifying overlooked benefits such as location-based incentives, reduced property tax rates, and job creation credits, businesses can lower their tax burden and reinvest those savings into growth initiatives. For individuals, strategies like property tax relief and state income tax credits can enhance financial stability and preserve wealth.

Our goal at Freja & Co is to help our clients navigate these complex systems with confidence, ensuring compliance while capturing every available benefit. By leveraging state-specific programs, businesses can gain a competitive advantage, attract talent, and invest in sustainable operations.

Partner with Freja & Co for SALT Solutions

At Freja & Co, we combine technical expertise with a deep understanding of state and local tax systems to deliver solutions that make a tangible difference. From minimizing liabilities to unlocking state-specific benefits, our team is dedicated to helping you succeed.

Contact us today to learn how Freja & Co can help you navigate SALT complexities and uncover opportunities to improve your tax position.

In today’s global economy, managing international tax obligations requires a strategic approach to navigate complex regulations and cross-border challenges. Freja & Co offers comprehensive international tax services to businesses, individuals, and expatriates with global interests. Our experienced team provides tailored strategies to ensure compliance, mitigate risks, and optimize tax efficiency across multiple jurisdictions.

Our Global Tax Expertise

• Transfer Pricing Documentation and Compliance:

  • Preparing and maintaining transfer pricing documentation to comply with global standards such as OECD guidelines and local regulations.

  • Conducting benchmarking studies to ensure intercompany transactions are priced at arm’s length.

  • Assisting with transfer pricing audits and disputes, providing the support necessary to address regulatory challenges effectively.

• Foreign Tax Credit Planning to Avoid Double Taxation:

  • Identifying opportunities to maximize foreign tax credits, reducing the risk of double taxation on income earned abroad.

  • Strategizing allocation and utilization of credits to offset U.S. and foreign tax liabilities.

  • Developing tax-efficient solutions for businesses operating in jurisdictions with high tax rates.

• Structuring International Operations for Tax Efficiency:

  • Designing and implementing tax-efficient global structures to optimize profit repatriation and minimize worldwide tax exposure.

  • Advising on the setup of international subsidiaries, holding companies, and joint ventures to align with tax objectives.

  • Evaluating and restructuring existing operations to meet local regulatory and tax compliance requirements.

• Compliance with Expatriate and Foreign Income Reporting Requirements:

  • Ensuring compliance with foreign income reporting obligations, including Form 5471 (Controlled Foreign Corporations) and Form 8938 (Foreign Asset Reporting).

  • Assisting expatriates with Foreign Earned Income Exclusion (FEIE) and housing cost deductions under IRS guidelines.

  • Preparing and filing tax returns for U.S. citizens and green card holders residing abroad, ensuring seamless integration with foreign tax filings.

• Tax Treaty Interpretation to Minimize Withholding Tax Risks:

  • Analyzing bilateral tax treaties to reduce withholding taxes on dividends, royalties, interest, and other cross-border payments.

  • Advising on the application of tax treaty benefits to ensure eligibility and avoid unnecessary taxation.

  • Assisting with Certificate of Residency applications to claim treaty benefits.

Why International Tax Services Matter

Global tax regulations are constantly evolving, and failure to comply with international tax laws can lead to penalties, double taxation, and lost opportunities for savings. At Freja & Co, we take a proactive approach to identify risks, leverage available credits, and implement strategies that minimize tax exposure while ensuring compliance. For businesses expanding across borders or individuals managing complex foreign income scenarios, our expertise provides clarity and confidence in navigating the global tax landscape.

Partner with Freja & Co for Global Tax Success

Freja & Co’s international tax services are designed to address the unique challenges of cross-border operations and global investments. Whether you’re structuring a multinational business, optimizing expatriate tax planning, or navigating transfer pricing compliance, our team delivers solutions that align with your global strategy.

Contact us today to learn how Freja & Co can help you achieve global tax efficiency and compliance.

Freja & Co is dedicated to providing high-net-worth individuals and families with comprehensive, beyond tax services designed to meet their unique financial and lifestyle needs. Our private client services extend beyond tax compliance and planning to encompass wealth management, asset preservation, and investment-related strategies. By taking a holistic approach, we ensure your financial plans are aligned with your personal goals, family legacy, and long-term aspirations.

Our Private Client Services

• Estate, Gift, and Trust Planning:

  • Crafting customized strategies to minimize estate and gift tax exposure while preserving and transferring wealth across generations.

  • Establishing and managing trusts to protect family assets and ensure efficient wealth distribution in line with your wishes.

  • Navigating evolving tax laws to optimize wealth transfer strategies.

• Succession Planning for Privately Held Businesses:

  • Developing tax-efficient plans to transfer ownership of family businesses seamlessly to the next generation or external buyers.

  • Ensuring business continuity through thoughtful planning and legal structuring.

  • Advising on valuation, buy-sell agreements, and exit strategies.

• Tax-Efficient Strategies for Charitable Giving and Philanthropy:

  • Structuring charitable donations to maximize tax benefits while supporting philanthropic goals.

  • Establishing donor-advised funds or private foundations to align giving strategies with long-term objectives.

  • Assisting with compliance and governance for charitable entities.

• Financial Oversight Through Family Office Services:

  • Offering comprehensive family office services to centralize financial management, tax compliance, and investment oversight.

  • Monitoring cash flow, managing risk, and coordinating with legal and financial advisors to ensure financial harmony.

  • Customizing solutions for multi-generational families to preserve and grow wealth over time.

• Investment Tax Planning:

  • Optimizing tax strategies for investment portfolios, including capital gains, dividends, and tax-efficient asset allocation.

  • Advising on tax implications for alternative investments, such as real estate, private equity, and hedge funds.

  • Developing tailored investment strategies in collaboration with wealth management advisors.

Beyond Tax Services for Private Clients

At Freja & Co, we go beyond traditional tax services to offer holistic financial solutions tailored to private clients:

• Wealth and Asset Management:

  • Partnering with trusted financial advisors to create integrated plans that align investments with personal goals.

  • Designing diversified portfolios that balance growth and risk while considering tax efficiency.

  • Providing strategic guidance on liquidity events, retirement planning, and wealth preservation.

• Risk Management and Insurance Planning:

  • Evaluating life insurance, long-term care, and other coverage options to protect wealth and mitigate risks.

  • Coordinating risk management strategies with your overall financial plan.

• Global Financial Planning:

  • Assisting international clients with cross-border financial and tax strategies.

  • Managing compliance with global income and asset reporting requirements.

Why Choose Freja & Co for Private Client Services?

• Comprehensive Expertise: We combine tax expertise with wealth management insights to deliver tailored solutions for high-net-worth individuals and families.

• Personalized Approach: As a family-run firm, we prioritize building relationships and understanding your unique goals and challenges.

• Beyond Compliance: Our focus extends beyond tax filings to proactive planning that preserves wealth and maximizes opportunities.

• Trusted Advisors: With over 25 years of experience, Freja & Co serves as a reliable partner in managing the complexities of wealth and legacy planning.

Partner with Freja & Co for Comprehensive Private Client Solutions

At Freja & Co, we understand the importance of preserving your wealth, growing your assets, and achieving your personal and philanthropic goals. Whether you need advanced tax strategies, wealth management support, or succession planning for your family business, our team is here to provide expert guidance at every step.

Contact us today to discover how Freja & Co can help you achieve financial clarity, preserve your legacy, and create lasting impact.

At Freja & Co, tax planning goes beyond compliance—it’s about creating strategies that align with your personal and business goals, anticipate future opportunities, and navigate challenges with confidence. Our proactive and tailored approach empowers clients to optimize their tax positions, mitigate risks, and unlock value. With over 25 years of experience, we specialize in crafting forward-thinking solutions that not only reduce liabilities but also drive long-term financial growth.

What We Offer in Tax Planning & Advisory

• Strategic Tax Planning

  • Personalized tax strategies tailored to your short-term financial goals and long-term aspirations.

  • Future-focused planning that proactively adapts to tax law changes, ensuring you’re prepared for new opportunities and challenges.

  • Integrating personal and corporate tax strategies to streamline financial objectives and maximize tax efficiency.

• Mergers & Acquisitions (M&A) Tax Advisory

  • Comprehensive tax planning for M&A transactions, including due diligence, deal structuring, and post-merger integration.

  • Evaluating the tax implications of transactions to identify potential savings and minimize risks.

  • Designing acquisition or divestiture strategies that optimize your tax position and support business growth.

• Comprehensive Risk Assessments

  • Conducting in-depth reviews to identify tax risks and vulnerabilities in compliance processes.

  • Implementing proactive measures to mitigate exposure to penalties or audits.

  • Recommending customized solutions to enhance operational confidence and ensure tax efficiency.

• Entity Structuring for Tax Efficiency

  • Advising on the most tax-efficient business structures, whether it’s a C-Corporation, S-Corporation, LLC, or partnership.

  • Restructuring and reorganizing entities to meet changing operational or regulatory needs.

  • Optimizing multi-entity structures for streamlined compliance and liability management.

Why Choose Freja & Co for Tax Planning?

1. Forward-Looking Strategies: We don’t just focus on the present—we anticipate future challenges and opportunities, ensuring your plans evolve with changing laws and markets.

2. Tailored Solutions: Every client’s financial situation is unique. We provide customized strategies that reflect your personal and business objectives.

3. Expert Guidance: With decades of experience and a deep understanding of tax regulations, our team delivers solutions that maximize benefits and minimize liabilities.

4. Integrated Approach: Our holistic planning incorporates risk management, operational goals, and financial planning to ensure seamless execution.

Contact Freja & Co today to discover how our proactive tax planning services can help you achieve your financial goals and create sustainable growth.

Freja & Co understands that every industry faces unique tax challenges. That’s why we provide specialized tax services tailored to meet the specific needs of businesses, sectors, and industries. Our approach combines in-depth expertise with innovative solutions to address complex tax requirements and deliver maximum value. Whether you’re navigating the nuances of real estate tax, optimizing sustainability incentives, or tackling digital tax compliance, we’re here to provide insights and strategies that align with your goals.

Our Comprehensive Specialized Tax Services

• Real Estate Tax Strategies

  • Cost Segregation Studies: Identifying and accelerating depreciation of qualifying assets to reduce current tax burdens.

  • 1031 Exchange Planning: Structuring like-kind exchanges to defer capital gains taxes while maximizing reinvestment potential.

  • Real Estate Portfolio Optimization: Advising on tax-efficient strategies for REITs, rental properties, and multi-property holdings.

• E-Commerce & Digital Tax Compliance

  • Simplifying multi-state and global sales tax obligations for online businesses and remote sellers.

  • Ensuring compliance with digital taxation laws, such as marketplace facilitator regulations and economic nexus thresholds under the Wayfair ruling.

  • Developing scalable systems for tracking, reporting, and remitting sales taxes across multiple jurisdictions to avoid penalties.

• Renewable Energy & Sustainability Tax Solutions

  • Assisting with tax credits and incentives for renewable energy investments, including solar, wind, and energy-efficient buildings.

  • Structuring sustainability initiatives to align with federal and state programs, ensuring both compliance and cost savings.

  • Supporting businesses in achieving carbon-neutral goals through tax-efficient investments in clean energy and green technologies.

• Healthcare Tax Strategies

  • Providing specialized tax solutions for healthcare providers, biotech firms, and medical practices.

  • Identifying and maximizing R&D tax credits related to healthcare innovation and advancements.

  • Advising on structuring partnerships, joint ventures, and acquisitions for tax efficiency in the healthcare sector.

What Makes Freja & Co Different?

1. Customized Industry Solutions: We address unique tax challenges with a deep understanding of your industry’s needs.

2. Innovation-Driven Strategies: Our forward-thinking approach ensures that we provide creative solutions tailored to niche markets.

3. Expert Navigation: We simplify complex tax regulations so you can focus on growing your business while we handle the details.

4. Maximizing Opportunities: From renewable energy credits to cost segregation, we ensure you unlock every available tax benefit.

Industries We Serve

• Real Estate: Developers, investors, property managers, and REITs.

• Technology: Startups, digital platforms, and software companies.

• Retail & E-Commerce: Online retailers and multi-channel sellers.

• Healthcare: Hospitals, biotech firms, and medical practices.

• Sustainability: Businesses investing in clean energy and green initiatives.

Partner with Freja & Co for Strategic Tax Solutions

Freja & Co’s specialized tax services deliver insights, clarity, and strategic advantages to help you navigate complex tax landscapes. By working with our team, you gain access to solutions that address your unique challenges while positioning you for future success.

Get in touch with us today to explore how our specialized expertise can help you achieve tax efficiency, compliance, and financial growth.