Our Services

Portfolio Company Services

Our Portfolio Company Services include a complete range of tax and related services to assist companies throughout the entire life cycle of their portfolio company business including:

  • Recommending entity choice and advising on structuring the business entity
  • Implementing tax minimization strategies identified at the time of acquisition
  • Determine which tax accounting methods will most benefit the acquired business
  • Assist in structuring the tax department, including hiring decisions, designing adequate internal controls, and acquiring and installing tax compliance software
  • Reviewing or preparing all federal, state and local income, sales, and property tax returns
  • Assist in interpreting tax law changes and implementing necessary changes in a business’ operations and accounting methods to minimize its future tax burden
  • Reviewing previously filed income, sales, payroll, and property tax returns to identify refund opportunities
  • Assist with audits of all previously filed tax returns
  • Provide comprehensive tax planning opportunities as a business matures and expands its operations in all areas of tax, including income, sales, use, property, and employment taxes, as well as in related areas such as credits and incentives and unclaimed property
  • Advise on potential exit strategies and tax-efficient structuring of dispositions
John V.   Aksak
John V. Aksak
Managing Director
Tel. No:631-777-6310
Fax No:631.777.6360
Charles P.   Anastasia
Charles P. Anastasia
Managing Director
Tel. No:646-356-7214
Fax No:646-356-7264
Alexis   Bergman
Alexis Bergman
Director
Tel. No:312-235-3323
Fax No:312-235-3373
Stanley W.   Jozefiak
Stanley W. Jozefiak
Practice Director and General Counsel
Tel. No:312-235-3306
Fax No:312.235.3356
Michael   O Connor
Michael O Connor
Managing Director
Tel. No:312-235-3320
Peter   Orfanakos
Peter Orfanakos
Director
Tel. No:646-356-7206
Fax No:646-356-7256
Lindsey   Serrate
Lindsey Serrate
Managing Director
Tel. No:312-235-3313
Fax No:312-235-3363
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