Industries
Industries We Work With

Construction
Whether your business is a start-up or a multi-million dollar entity, trust our experienced team for the personalized service and guidance you need to succeed.

REAL ESTATE
We find the tax advantages in every transaction and provide customized valuation, planning and financial services.

Professional Services
Let our professional tax team plan a personalized strategy based on your goals for growth and financial security.

MANUFACTURING & DISTRIBUTION
From start-ups to global companies, our professionals have assisted some of the most successful companies in the industry.

Life Sciences / Biotechnology
SPECIALTY ACCOUNTING, PLANNING AND ADVISORY SERVICES
Our experienced professionals routinely provide a broad range of resources tailored to meet the specific needs of our clients. From traditional services such as tax planning, audits, reviews, and compilations to specialized fields of practice such as business valuations and tools for start-ups, you can rely on the experience, knowledge and professionalism of our people.
We take pride in the diverse range of topics and skills mastered by our team, our consistently high level of accessibility to clients, and our ability to meet all of their service and advisory needs. We see every engagement as an opportunity to begin a new client relationship or build upon an existing one. In addition, we always strive to establish clear communication and a comprehensive understanding of each client’s situation so that we can provide the highest quality service.
The visionary, client-centered approach of our firm empowers our team in reaching our primary goal – to become the provider of choice for individuals and businesses across our region and beyond.

Traditional
- Audits, Reviews & Compilations
- Customized Tax Strategies
- Technology Solutions
- Trusts & Estates
- Mergers & Acquisitions / Due Diligence

Specialty
- Employee Benefit Audits
- Valuations
- Family Office Assistance
- Startup Services

Outsourced Accounting
Working with companies from startups to middle market companies, Stephano Plus functions as an extension of your team—bringing you the services and advice you need for a strong financial foundation.

WITH YOU FROM THE GROUND UP
Several members of the Stephano Slack team worked for construction companies before entering the field of public accounting, building a body of experience in accounting practices and key rules and procedures unique to the industry. We’re well prepared to assist your company in project planning, cash flow management, market growth projections, and risk assessment. Construction industry tax and financial regulations are constantly changing. We take pride in our ability to keep clients current with compliance issues and ahead of the curve in terms of understanding the business and tax consequences of new and existing projects.
Our client list includes construction managers, general contractors and subcontractors. Whether you need financial statements with guaranteed accuracy, job cost and billing software solutions or help in planning with an eye toward maximizing profits and minimizing your tax burden, our firm is willing to work with you on a one-to-one basis to understand your business goals and ultimately help you achieve success.
SERVICES
- Asset Management
- Bookkeeping and Bill Paying
- Job Cost Management
- Tax Compliance, Planning, and Preparation
- Technology Consulting
- Cash flow Monitoring and Analysis
Tax Articles
Scam Alert: Beware of Fake Tax Refund Texts
The Philadelphia Department of Revenue is warning residents about scam texts that claim a tax refund has been “approved” and ask for bank account details. These messages are fraudulent—the city will never request payment information by text. Officials urge residents not to click on links or reply to the messages and to report suspicious texts by forwarding them to 7726 (SPAM). Read my blog for more information at StephanoSlack.com.
Are You Missing Out on the Fuel Tax Credit?
Many businesses overlook the refundable Fuel Tax Credit, which applies only to specific nontaxable uses of gasoline, diesel, and other fuels. Knowing who qualifies—and who doesn’t—can mean the difference between a valid claim and costly mistakes. Read my blog to see if your business is eligible at StephanoSlack.com.
IRS to Eliminate Paper Checks by September 30, 2025 — Here’s What It Means for You
The IRS is eliminating paper checks starting September 30, 2025. That means no more mailing your tax payments and no more paper refunds. Waiting to act could result in penalties or delayed refunds. Learn the steps to enroll in electronic payment systems now so you’re ready before the deadline.
Clean Energy Credits Under OBBBA
The One Big Beautiful Bill Act (OBBBA) eliminated most individual credits for clean energy, including the clean vehicle credits for cars and the energy-efficient home improvement credit. The following is a summary of the credits that will expire soon.
Inventory Methods for Tax Reporting
Accurate inventory reporting can make a significant difference in your business’s tax liability and financial statements. Discover the rules, methods, and reporting requirements that ensure compliance and help you manage costs effectively.
Expanded Adoption Tax Credit Under OBBA Brings Relief to Families in 2025
Adopting a child in 2025? Thanks to the One Big Beautiful Bill Act, the enhanced Adoption Tax Credit—now worth up to $17,280 and partially refundable—offers real financial relief for families, including up to $5,000 back even if you owe no federal income tax. These changes especially benefit lower- and middle-income households and families adopting children with special needs.
Section 48C Advanced Energy Project Credit Sees Shifts Under OBBBA
Big changes are here for the Section 48C Advanced Energy Project Credit under the One Big Beautiful Bill Act (OBBBA). If you’re involved in clean energy manufacturing, critical materials, or industrial decarbonization, these updates could impact your credit eligibility, funding opportunities, and timelines.
A Big Win for Contractors: How the OBBBA Expands the Completed Contract Method for Residential Construction
The One Big Beautiful Bill Act expands the completed contract method, giving more residential contractors the ability to defer income and improve cash flow. This change is particularly impactful for firms managing long-term projects and operating on tight margins.
More Interest, Less Limitation: Section 163(j) Gets a Boost in 2025 Under OBBBA
The One Big Beautiful Bill Act brings significant changes to the business interest deduction rules—restoring the more favorable EBITDA-based limitation under Section 163(j). This update could significantly increase your allowable interest expense deduction and improve after-tax cash flow.
Why Your Business Might Consider an Accounting Method Change in 2025
New IRS rules and legislative changes in 2025 are reshaping how businesses approach accounting method changes. Whether you’re looking to reduce tax liability, improve compliance, or align your method with long-term goals, now is the time to act.

BUY, SELL AND INVEST WITH CONFIDENCE
Current economic conditions present significant challenges to those engaged in real estate transactions. That’s why investors, developers, and property owners rely on the team at Stephano Slack for support. Whether you’re preparing for an upcoming purchase or sale, or need help in reducing the risks presented by market fluctuations, interest rates, and tax law changes, we’ll provide the advice and services needed to close your transaction in a timely and profitable manner. We’ll also work seamlessly with other professionals such as attorneys, banks, and investment counselors to produce the desired results.
Over the years, we’ve used our expertise to serve developers, agencies and individuals at transaction time. We are also experienced in providing a complete body of services to property owners, ranging from tax planning and preparation to financial statements, audits and agreed-upon procedures. Contact us to be sure that you’re making the most of each real estate ownership opportunity.
SERVICES
- Financial Statements
- Tax Planning and Preparation
- Acquisition Evaluations
- Tax-Deferred Exchanges
- Income/Loss Allocations
Related Articles
Scam Alert: Beware of Fake Tax Refund Texts
The Philadelphia Department of Revenue is warning residents about scam texts that claim a tax refund has been “approved” and ask for bank account details. These messages are fraudulent—the city will never request payment information by text. Officials urge residents not to click on links or reply to the messages and to report suspicious texts by forwarding them to 7726 (SPAM). Read my blog for more information at StephanoSlack.com.
Are You Missing Out on the Fuel Tax Credit?
Many businesses overlook the refundable Fuel Tax Credit, which applies only to specific nontaxable uses of gasoline, diesel, and other fuels. Knowing who qualifies—and who doesn’t—can mean the difference between a valid claim and costly mistakes. Read my blog to see if your business is eligible at StephanoSlack.com.
IRS to Eliminate Paper Checks by September 30, 2025 — Here’s What It Means for You
The IRS is eliminating paper checks starting September 30, 2025. That means no more mailing your tax payments and no more paper refunds. Waiting to act could result in penalties or delayed refunds. Learn the steps to enroll in electronic payment systems now so you’re ready before the deadline.
Clean Energy Credits Under OBBBA
The One Big Beautiful Bill Act (OBBBA) eliminated most individual credits for clean energy, including the clean vehicle credits for cars and the energy-efficient home improvement credit. The following is a summary of the credits that will expire soon.
Inventory Methods for Tax Reporting
Accurate inventory reporting can make a significant difference in your business’s tax liability and financial statements. Discover the rules, methods, and reporting requirements that ensure compliance and help you manage costs effectively.
Expanded Adoption Tax Credit Under OBBA Brings Relief to Families in 2025
Adopting a child in 2025? Thanks to the One Big Beautiful Bill Act, the enhanced Adoption Tax Credit—now worth up to $17,280 and partially refundable—offers real financial relief for families, including up to $5,000 back even if you owe no federal income tax. These changes especially benefit lower- and middle-income households and families adopting children with special needs.
Section 48C Advanced Energy Project Credit Sees Shifts Under OBBBA
Big changes are here for the Section 48C Advanced Energy Project Credit under the One Big Beautiful Bill Act (OBBBA). If you’re involved in clean energy manufacturing, critical materials, or industrial decarbonization, these updates could impact your credit eligibility, funding opportunities, and timelines.
A Big Win for Contractors: How the OBBBA Expands the Completed Contract Method for Residential Construction
The One Big Beautiful Bill Act expands the completed contract method, giving more residential contractors the ability to defer income and improve cash flow. This change is particularly impactful for firms managing long-term projects and operating on tight margins.
More Interest, Less Limitation: Section 163(j) Gets a Boost in 2025 Under OBBBA
The One Big Beautiful Bill Act brings significant changes to the business interest deduction rules—restoring the more favorable EBITDA-based limitation under Section 163(j). This update could significantly increase your allowable interest expense deduction and improve after-tax cash flow.
Why Your Business Might Consider an Accounting Method Change in 2025
New IRS rules and legislative changes in 2025 are reshaping how businesses approach accounting method changes. Whether you’re looking to reduce tax liability, improve compliance, or align your method with long-term goals, now is the time to act.

MAXIMIZE YOUR TAX STRATEGY
Our tax planning professionals are active year-round, using the newest electronic resources to monitor changes to IRS, state and local regulations. They work to keep our clients updated on the potential impact of these developments on their personal finances and business earnings. Members of our team have hands-on experience in leading industries such as manufacturing, wholesale distribution, real estate and professional services, in addition to estate planning for high net worth individuals.
Is there a merger, acquisition or reorganization in your business future? Let our tax team handle the preparation. Our professionals offer decades of experience in structuring acquisitions, performing due diligence, and creating comprehensive plans that include state and local income, sales, franchise and other applicable taxes. We’ll develop a plan that minimizes your tax burden and maximizes your earnings, and help to execute that plan using the latest tax information software technologies.
SERVICES
- Customized Tax Plan Development
- Monitoring of Tax Legislation
- Tax Accounting (SFAS109 and FIN 48)
- State and Local Tax Services
- Estate Planning Assistance
Related Articles
Scam Alert: Beware of Fake Tax Refund Texts
The Philadelphia Department of Revenue is warning residents about scam texts that claim a tax refund has been “approved” and ask for bank account details. These messages are fraudulent—the city will never request payment information by text. Officials urge residents not to click on links or reply to the messages and to report suspicious texts by forwarding them to 7726 (SPAM). Read my blog for more information at StephanoSlack.com.
Are You Missing Out on the Fuel Tax Credit?
Many businesses overlook the refundable Fuel Tax Credit, which applies only to specific nontaxable uses of gasoline, diesel, and other fuels. Knowing who qualifies—and who doesn’t—can mean the difference between a valid claim and costly mistakes. Read my blog to see if your business is eligible at StephanoSlack.com.
IRS to Eliminate Paper Checks by September 30, 2025 — Here’s What It Means for You
The IRS is eliminating paper checks starting September 30, 2025. That means no more mailing your tax payments and no more paper refunds. Waiting to act could result in penalties or delayed refunds. Learn the steps to enroll in electronic payment systems now so you’re ready before the deadline.
Clean Energy Credits Under OBBBA
The One Big Beautiful Bill Act (OBBBA) eliminated most individual credits for clean energy, including the clean vehicle credits for cars and the energy-efficient home improvement credit. The following is a summary of the credits that will expire soon.
Inventory Methods for Tax Reporting
Accurate inventory reporting can make a significant difference in your business’s tax liability and financial statements. Discover the rules, methods, and reporting requirements that ensure compliance and help you manage costs effectively.
Expanded Adoption Tax Credit Under OBBA Brings Relief to Families in 2025
Adopting a child in 2025? Thanks to the One Big Beautiful Bill Act, the enhanced Adoption Tax Credit—now worth up to $17,280 and partially refundable—offers real financial relief for families, including up to $5,000 back even if you owe no federal income tax. These changes especially benefit lower- and middle-income households and families adopting children with special needs.
Section 48C Advanced Energy Project Credit Sees Shifts Under OBBBA
Big changes are here for the Section 48C Advanced Energy Project Credit under the One Big Beautiful Bill Act (OBBBA). If you’re involved in clean energy manufacturing, critical materials, or industrial decarbonization, these updates could impact your credit eligibility, funding opportunities, and timelines.
A Big Win for Contractors: How the OBBBA Expands the Completed Contract Method for Residential Construction
The One Big Beautiful Bill Act expands the completed contract method, giving more residential contractors the ability to defer income and improve cash flow. This change is particularly impactful for firms managing long-term projects and operating on tight margins.
More Interest, Less Limitation: Section 163(j) Gets a Boost in 2025 Under OBBBA
The One Big Beautiful Bill Act brings significant changes to the business interest deduction rules—restoring the more favorable EBITDA-based limitation under Section 163(j). This update could significantly increase your allowable interest expense deduction and improve after-tax cash flow.
Why Your Business Might Consider an Accounting Method Change in 2025
New IRS rules and legislative changes in 2025 are reshaping how businesses approach accounting method changes. Whether you’re looking to reduce tax liability, improve compliance, or align your method with long-term goals, now is the time to act.

EXPERTS IN STRATEGIC GROWTH PLANNING
At Stephano Slack, our team of specialists in the manufacturing and distribution industry will take the time to get acquainted with your business and evaluate its unique features and requirements. We serve enterprises of all sizes, providing advice and services related to tax matters, auditing, and accounting, as well as business valuations and customized advisory services. We also partner with clients to manage everyday industry concerns such as cash flow, inventory control, production, and tax planning and compliance. Our team members have guided businesses through all stages of growth, from start-ups to multi-million dollar success stories. We’ll partner with you to accurately assess the current status of your business, plan for the future, plus set specific goals and meet them, all while providing a level of personalized service that exceeds your highest expectations.
Are you confident in your current tax strategy? Are you ready to take a closer look at the current value or future earnings potential of your business? Contact us today —we’ll find the solutions best suited to your enterprise and implement them to produce optimal results.
SERVICES
- Audit and Accounting Services: audits, reviews, compilations and agreed-upon procedures
- Business Advisory
- Business Valuations
- Inventory Control and Production Strategies
- Tax Strategies and Compliance
Blogs
Scam Alert: Beware of Fake Tax Refund Texts
The Philadelphia Department of Revenue is warning residents about scam texts that claim a tax refund has been “approved” and ask for bank account details. These messages are fraudulent—the city will never request payment information by text. Officials urge residents not to click on links or reply to the messages and to report suspicious texts by forwarding them to 7726 (SPAM). Read my blog for more information at StephanoSlack.com.
Are You Missing Out on the Fuel Tax Credit?
Many businesses overlook the refundable Fuel Tax Credit, which applies only to specific nontaxable uses of gasoline, diesel, and other fuels. Knowing who qualifies—and who doesn’t—can mean the difference between a valid claim and costly mistakes. Read my blog to see if your business is eligible at StephanoSlack.com.
IRS to Eliminate Paper Checks by September 30, 2025 — Here’s What It Means for You
The IRS is eliminating paper checks starting September 30, 2025. That means no more mailing your tax payments and no more paper refunds. Waiting to act could result in penalties or delayed refunds. Learn the steps to enroll in electronic payment systems now so you’re ready before the deadline.
Clean Energy Credits Under OBBBA
The One Big Beautiful Bill Act (OBBBA) eliminated most individual credits for clean energy, including the clean vehicle credits for cars and the energy-efficient home improvement credit. The following is a summary of the credits that will expire soon.
Inventory Methods for Tax Reporting
Accurate inventory reporting can make a significant difference in your business’s tax liability and financial statements. Discover the rules, methods, and reporting requirements that ensure compliance and help you manage costs effectively.
Expanded Adoption Tax Credit Under OBBA Brings Relief to Families in 2025
Adopting a child in 2025? Thanks to the One Big Beautiful Bill Act, the enhanced Adoption Tax Credit—now worth up to $17,280 and partially refundable—offers real financial relief for families, including up to $5,000 back even if you owe no federal income tax. These changes especially benefit lower- and middle-income households and families adopting children with special needs.
Section 48C Advanced Energy Project Credit Sees Shifts Under OBBBA
Big changes are here for the Section 48C Advanced Energy Project Credit under the One Big Beautiful Bill Act (OBBBA). If you’re involved in clean energy manufacturing, critical materials, or industrial decarbonization, these updates could impact your credit eligibility, funding opportunities, and timelines.
A Big Win for Contractors: How the OBBBA Expands the Completed Contract Method for Residential Construction
The One Big Beautiful Bill Act expands the completed contract method, giving more residential contractors the ability to defer income and improve cash flow. This change is particularly impactful for firms managing long-term projects and operating on tight margins.
More Interest, Less Limitation: Section 163(j) Gets a Boost in 2025 Under OBBBA
The One Big Beautiful Bill Act brings significant changes to the business interest deduction rules—restoring the more favorable EBITDA-based limitation under Section 163(j). This update could significantly increase your allowable interest expense deduction and improve after-tax cash flow.
Why Your Business Might Consider an Accounting Method Change in 2025
New IRS rules and legislative changes in 2025 are reshaping how businesses approach accounting method changes. Whether you’re looking to reduce tax liability, improve compliance, or align your method with long-term goals, now is the time to act.

YOUR PARTNER IN NONPROFIT PLANNING AND GROWTH
At Stephano Slack LLC, we work with nonprofits dedicated to a variety of purposes, including but not limited to charitable, cultural, and religious organizations, foundations, and scientific and research organizations. Our team members offer extensive knowledge of the laws and regulations that define nonprofit operations and monitor changes so that our clients can take action to ensure the best possible financial result. They will get acquainted with your organization and provide personalized assistance in choosing the accounting, tax and consulting services needed to satisfy the unique requirements of your nonprofit.
Our dedicated professionals will assist in organizing your nonprofit operations for maximum efficiency, tax planning and preparation, employee compensation, and benefit plan management. Take advantage of our expertise — we’ll handle the accounting details and you’ll have more time to focus on your mission.
SERVICES
- Tax Compliance and Planning
- Nonprofit Audits
- Tax-Exempt Status Reviews
- Budgeting
- Entity Structuring
- Employee Benefit Plan Audits
Related Articles
Scam Alert: Beware of Fake Tax Refund Texts
The Philadelphia Department of Revenue is warning residents about scam texts that claim a tax refund has been “approved” and ask for bank account details. These messages are fraudulent—the city will never request payment information by text. Officials urge residents not to click on links or reply to the messages and to report suspicious texts by forwarding them to 7726 (SPAM). Read my blog for more information at StephanoSlack.com.
Are You Missing Out on the Fuel Tax Credit?
Many businesses overlook the refundable Fuel Tax Credit, which applies only to specific nontaxable uses of gasoline, diesel, and other fuels. Knowing who qualifies—and who doesn’t—can mean the difference between a valid claim and costly mistakes. Read my blog to see if your business is eligible at StephanoSlack.com.
IRS to Eliminate Paper Checks by September 30, 2025 — Here’s What It Means for You
The IRS is eliminating paper checks starting September 30, 2025. That means no more mailing your tax payments and no more paper refunds. Waiting to act could result in penalties or delayed refunds. Learn the steps to enroll in electronic payment systems now so you’re ready before the deadline.
Clean Energy Credits Under OBBBA
The One Big Beautiful Bill Act (OBBBA) eliminated most individual credits for clean energy, including the clean vehicle credits for cars and the energy-efficient home improvement credit. The following is a summary of the credits that will expire soon.
Inventory Methods for Tax Reporting
Accurate inventory reporting can make a significant difference in your business’s tax liability and financial statements. Discover the rules, methods, and reporting requirements that ensure compliance and help you manage costs effectively.
Expanded Adoption Tax Credit Under OBBA Brings Relief to Families in 2025
Adopting a child in 2025? Thanks to the One Big Beautiful Bill Act, the enhanced Adoption Tax Credit—now worth up to $17,280 and partially refundable—offers real financial relief for families, including up to $5,000 back even if you owe no federal income tax. These changes especially benefit lower- and middle-income households and families adopting children with special needs.
Section 48C Advanced Energy Project Credit Sees Shifts Under OBBBA
Big changes are here for the Section 48C Advanced Energy Project Credit under the One Big Beautiful Bill Act (OBBBA). If you’re involved in clean energy manufacturing, critical materials, or industrial decarbonization, these updates could impact your credit eligibility, funding opportunities, and timelines.
A Big Win for Contractors: How the OBBBA Expands the Completed Contract Method for Residential Construction
The One Big Beautiful Bill Act expands the completed contract method, giving more residential contractors the ability to defer income and improve cash flow. This change is particularly impactful for firms managing long-term projects and operating on tight margins.
More Interest, Less Limitation: Section 163(j) Gets a Boost in 2025 Under OBBBA
The One Big Beautiful Bill Act brings significant changes to the business interest deduction rules—restoring the more favorable EBITDA-based limitation under Section 163(j). This update could significantly increase your allowable interest expense deduction and improve after-tax cash flow.
Why Your Business Might Consider an Accounting Method Change in 2025
New IRS rules and legislative changes in 2025 are reshaping how businesses approach accounting method changes. Whether you’re looking to reduce tax liability, improve compliance, or align your method with long-term goals, now is the time to act.

Life Sciences / Biotechnology
With a niche specialty in accounting for government grants and various available tax credits, we are there to support your company from its pre-revenue beginnings through its ongoing growth.
Related Articles
Scam Alert: Beware of Fake Tax Refund Texts
The Philadelphia Department of Revenue is warning residents about scam texts that claim a tax refund has been “approved” and ask for bank account details. These messages are fraudulent—the city will never request payment information by text. Officials urge residents not to click on links or reply to the messages and to report suspicious texts by forwarding them to 7726 (SPAM). Read my blog for more information at StephanoSlack.com.
Are You Missing Out on the Fuel Tax Credit?
Many businesses overlook the refundable Fuel Tax Credit, which applies only to specific nontaxable uses of gasoline, diesel, and other fuels. Knowing who qualifies—and who doesn’t—can mean the difference between a valid claim and costly mistakes. Read my blog to see if your business is eligible at StephanoSlack.com.
IRS to Eliminate Paper Checks by September 30, 2025 — Here’s What It Means for You
The IRS is eliminating paper checks starting September 30, 2025. That means no more mailing your tax payments and no more paper refunds. Waiting to act could result in penalties or delayed refunds. Learn the steps to enroll in electronic payment systems now so you’re ready before the deadline.
Clean Energy Credits Under OBBBA
The One Big Beautiful Bill Act (OBBBA) eliminated most individual credits for clean energy, including the clean vehicle credits for cars and the energy-efficient home improvement credit. The following is a summary of the credits that will expire soon.
Inventory Methods for Tax Reporting
Accurate inventory reporting can make a significant difference in your business’s tax liability and financial statements. Discover the rules, methods, and reporting requirements that ensure compliance and help you manage costs effectively.
Expanded Adoption Tax Credit Under OBBA Brings Relief to Families in 2025
Adopting a child in 2025? Thanks to the One Big Beautiful Bill Act, the enhanced Adoption Tax Credit—now worth up to $17,280 and partially refundable—offers real financial relief for families, including up to $5,000 back even if you owe no federal income tax. These changes especially benefit lower- and middle-income households and families adopting children with special needs.
Section 48C Advanced Energy Project Credit Sees Shifts Under OBBBA
Big changes are here for the Section 48C Advanced Energy Project Credit under the One Big Beautiful Bill Act (OBBBA). If you’re involved in clean energy manufacturing, critical materials, or industrial decarbonization, these updates could impact your credit eligibility, funding opportunities, and timelines.
A Big Win for Contractors: How the OBBBA Expands the Completed Contract Method for Residential Construction
The One Big Beautiful Bill Act expands the completed contract method, giving more residential contractors the ability to defer income and improve cash flow. This change is particularly impactful for firms managing long-term projects and operating on tight margins.
More Interest, Less Limitation: Section 163(j) Gets a Boost in 2025 Under OBBBA
The One Big Beautiful Bill Act brings significant changes to the business interest deduction rules—restoring the more favorable EBITDA-based limitation under Section 163(j). This update could significantly increase your allowable interest expense deduction and improve after-tax cash flow.
Why Your Business Might Consider an Accounting Method Change in 2025
New IRS rules and legislative changes in 2025 are reshaping how businesses approach accounting method changes. Whether you’re looking to reduce tax liability, improve compliance, or align your method with long-term goals, now is the time to act.