Simplifying the complex

Our team of tax experts looks to untangle the complex provisions within the tax code for our individual and business clients. Staying current with all business entity and personal tax regulations is vital to the excellence we deliver. Our client planning meetings are comprehensive with agendas to keep you organized. We highlight ideas that can be put in place immediately or for future consideration. We take a holistic view to each client situation throughout the year, understanding the importance of fine-tuning these ideas with more formal analysis in the fourth quarter before the year ends.

Tax solutions for businesses of all sizes

We work with businesses of all sizes to help them stay in compliance, minimize tax liabilities and reduce risk. From start-up companies to multi-state or globally based corporations, our clients are provided with the guidance they need for capital preservation and maximizing cash flow. We provide practical tax solutions and vision for the entrepreneur so that they can focus on what they do best.

A complete, diversified portfolio of tax services for:

  • Business entity federal, state and local income return filings
  • Non-profit organization tax filings and disclosures
  • Fiduciary income return filings
  • Individual federal, state, and local income return filings
  • Business and individual tax planning and projections
  • R&D tax credit planning and report studies
  • Stock option planning and personal tax projections
  • Choice of business entity planning
  • Transaction advisory, structuring, and succession planning
  • US foreign tax compliance and planning
  • Nexus planning and consultation
  • Advanced pension and retirement strategies
  • Other credits, incentives, and like-kind exchange planning
“As our Company continues to expand throughout the country, their planning and expertise has aided our continued growth. Their tax team has the bandwidth to help us with all our domestic income tax filings as well as all the US requisite foreign disclosures.”
Torsten Uske, President, DELO Industrial Adhesives, LLC
“Their process and approach has been a refreshing change. It’s comforting to know they are attentive throughout the year in helping us minimize tax exposure and avoid surprises.”
Mike Matton, CEO, High Purity Natural Products
“Our goal was to select a firm with top-notch accountants, high integrity and ones that specialized in pro-active business tax planning. We found our fit with the Newburg team… just makes the journey of growing a business more enjoyable. We are so appreciative of their support in helping us be a success!”
Rich Molpus, Entrepreneur
“We have been using Newburg CPA for over 15 years, for virtually all our accounting needs. As venture capitalists our needs are complex and Newburg CPA has assisted us with our annual financial statement audits, quarterly financial reporting, and tax planning and compliance. Their team has been instrumental in taking care of our needs so that our investors are informed, and we can stay focused on managing our portfolios.”
David Baum - General Partner, Stage 1 Ventures

Accounting and advisory services that add value and build trust.

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