Tax Advisory Services

Ensure compliance and identify tax-saving opportunities tailored to your needs.

Simplify the Tax Process

Navigate tax complexities with confidence and peace of mind. Our tax advisors deliver comprehensive tax solutions designed to manage compliance, minimize your overall liability and eliminate surprises.

Outsource Tax Services. Solve Key Business Challenges.

ENSURE COMPLIANCE

Stay ahead with our proactive tax compliance, minimizing risk and potential IRS issues.

MAXIMIZE SAVINGS

Identify available tax credits and deductions, ensuring you don’t leave anything on the table.

ACHIEVE PEACE OF MIND

If issues arise, our team of tax advocates will work on your behalf to resolve the matter efficiently.

Comprehensive Tax Solutions

Federal, multi-state, and local tax, Pivotal tailors tax compliance and advisory services to meet your unique needs. Our tax services include:

TAX PREPARATION & FILING

Ensure accuracy and compliance with expertly managed federal and state tax return filings for LLCs, Partnerships, S-corporations, C-corporations and individuals.

TAX PLANNING & STRATEGY

Project annual earnings, estimate tax obligations and evaluate planning opportunities. Know where you stand throughout the year with our ongoing planning and support.

TAX REPRESENTATION

Sometimes, issue arise. Pivotal’s tax experts help you navigate through the complex tax code, regulations and judicial precedent to resolve issues and minimize exposure.

Hear what our clients say about Pivotal HR solutions driving success.

“The Pivotal team helped me evaluate and structure the buy-in to my current practice. Today, they manage our financial operations and allow me to focus on delivering high-quality dental care to my patients. They are an essential part of the Lee Dental Associates team.”

TRAVIS A. THOMPSON, DMDOWNER

Explore All of Our Financial Solutions

Accounting

Strengthen your financial foundation with our expert advisors—ensuring every transaction is recorded with precision.

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Tax

Unlock strategic tax solutions that go beyond compliance—streamlining filing processes, minimizing liabilities, and enhancing efficiency.

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Fractional CFO

Our Fractional CFOs address your most complex business challenges, delivering strategic insight and driving sustainable long-term value.

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HR Services

Simplify workforce management with expert solutions for compliance, employee relations, and performance excellence.

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Special Projects

Seize new opportunities and navigate challenges with tailored services, from M&A to liquidity crisis and forensic accounting.

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Let’s Start a Conversation

Partner with Pivotal's tax advisors today and accelerate your success.

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Let us help your business discover new opportunities and transform your future.