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Tax Consulting
Consulting ServicesTax Consulting
Few business and personal challenges can be more frustrating than working with the Internal Revenue Code, especially with the new changes imposed by the Tax Cuts and Jobs Act. Understanding that code and finding opportunities in it takes a full-time commitment. Our tax professionals have the commitment necessary to give you peace of mind.
At Blue & Co., we combine a thorough knowledge of tax law with experience we’ve gained through years of working with individuals, partnerships, corporations, estates, trusts, and not-for-profits. We provide tax planning strategies that work to minimize your tax liability and help you keep more of what you earn.
Services Overview
Businesses
- Income tax preparation, consulting, and planning for pass-through and corporate entities
- Retirement planning for individuals
- Succession planning for closely-held businesses
- Mergers and acquisitions consulting and planning, including buy/sell side due diligence and transaction structuring
- International tax compliance, planning and consulting, including implementation of an IC-DISC, structuring foreign investments, and reporting of foreign financial accounts
- Not-for-profit tax compliance, consulting, and planning
- Payroll tax preparation and consulting – planning related to excessive compensation
- Sales and use tax preparation, consulting, and planning
- Tangible property tax preparation, consulting and planning
- Fixed asset and depreciation management and tracking
- Cost segregation studies
- Research and development tax credit
- Consulting related to selection and implementation of state and local economic incentives
- Employee benefit plan administration, compliance, and annual reporting, including ERISA reporting and disclosures
Individuals
- Individual tax preparation, consulting, and planning
- Estate tax planning
- Retirement planning for individuals
- Representation before the IRS or other tax authorities during audits, examinations, or notices
- Tangible property tax preparation, consulting and planning
- Fixed asset and depreciation management and tracking
- Personal financial planning through Blue Planning Solutions
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To learn more about our services and areas of expertise, send us a message.
Pass along to the accounting students in your life!![]()
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Freshmen, sophomores, and juniors studying accounting, Blue & Co.'s Jumpstart Summer Leadership Program is your opportunity to learn about the different career paths available, meet Blue leaders, network with your peers, and so much more.![]()
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This expenses paid program will take place in Cincinnati, OH, June 24th & 25th.![]()
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To learn more and apply, head over to hubs.la/Q02XvrLT0!
Blue & Co., LLC, a top-60 accounting and advisory firm based in Carmel, IN is expanding into Detroit, MI. Effective November 1, 2024, Mellen, Smith, and Pivoz, PLC (MS&P) will join the firm and become the first geographic expansion into the Detroit, Michigan market. ![]()
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“We are excited to announce that MS&P will be joining Blue & Co.,” said Brad Shaw, managing director of Blue & Co., “Expanding into a new market like Michigan is a pivotal step for our firm. The combination of Blue and MS&P represents a union of two like-minded firms that shares the same core values and commitment to strategic growth, client service and a people-centric culture. We are excited to get started and are confident that our combined resources will drive significant value and success for both our clients and our people.”![]()
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Blue & Co. will be adding more than 20 employees from MS&P with expertise in federal, state, and multinational tax planning and compliance, business valuation, and consulting services. ![]()
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To read the full announcement, please visit our website at hubs.la/Q02WCK8-0.
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