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TAX SERVICES

Business Formation and Tax Entity Classification

Business owners can structure their company in several different ways, which provides flexibility in how the business and owners will be taxed. We can help you understand the advantages and disadvantages of various types of entities and tax classifications, such as partnership, C corporation, and S corporation. After choosing the appropriate business structure, we can assist with ensuring the formation documents reflect your tax classification and the necessary elections are filed with the IRS. 

Tax Compliance - Preparation and Filing

We take a year-round approach that includes preparing quarterly tax estimates and annual income tax returns for your business. Taking an annual approach enables us to have a clear understanding of your business to ensure your business is compliant and optimizing tax savings. 

M&A Tax Services

Engaging in an M&A transaction is quite complex and often transformative for businesses and their owners. Whether you are buying or selling a business, we have extensive M&A experience and can help you understand the tax implications of the transaction and identify opportunities to maximize deal value. 

U.S. Inbound Investment by Non-U.S. Businesses

We help guide non-U.S. businesses and entrepreneurs that are looking to expand into the U.S. market by establishing a U.S. tax operating model fit for your specific circumstances. There are several key considerations we can assist businesses with that are looking to enter the U.S. market including choice of entity, financing, cash repatriation, and transfer pricing between U.S. and non-U.S. affiliates. 

General Tax Consulting and Planning

We have a wide-array of experiences and tax technical know-how beyond the services listed above. If you have a tax question, contact us to see if it is a topic we can help you with.

CONTACT US

Email: info@montagetaxgroup.com


Serving clients nationwide including locally in Massachusetts and the Greater Boston area

© 2025 by Montage Tax Group. All rights reserved.

Our website provides general information only and is not intended as legal, tax, or financial advice. 

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