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    Tax Services

    The business tax landscape is transforming. Are you ready?

     

    Practical tax solutions that go beyond expectations

     

    When leading a company today, executives must ensure their tax departments balance the interplay among managing global risks, meeting compliance requirements and achieving strategic and operational objectives, all in an unpredictable regulatory environment.

     

    Each shift presents a challenge. And we understand your challenges are unique to you. We tackle them by listening to learn and bringing together the right technology, people and resources to deliver tailored, streamlined and efficient tax solutions with a fresh perspective. Leveraging the latest tax automation analytics, data visualizations and personalized dashboards, our practical approach makes facing tax challenges feel easier and allows you to operate with more confidence to face the next tax challenge.

     
     
     

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    Our Tax Services teams tackle challenges alongside you, designing fresh solutions with a balance of scale, skill and service you’ll only find here.

     
    Federal Tax

    Working closely with our Washington National Tax Office, our Corporate Tax and Partnerships specialists combine creative... Show more thinking and technical skills to help extend and enhance your capabilities. From extracting hidden value from your balance sheet to helping you stay compliant with the latest regulations, our team applies practical intelligence and data-driven insights to improve competencies. Learn more -->

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    At Grant Thornton, we know that a company’s employees are its greatest asset. With the right plan in place, every employee... Show more will have an opportunity to contribute to the company’s success and move a business forward. With the skills and experience of our Human Capital Services team, we’ll work with your professionals to understand your HR and finance goals, and design a custom people plan that aligns with your business strategy. Learn more -->

    International Tax

    At Grant Thornton, we work with you to understand your needs then implement custom solutions to help manage your business across... Show more jurisdictions. Combining our extensive technical tax knowledge with the latest technology, our professionals can work with you to develop your international tax strategy from ideation to implementation. Keeping the focus on key stakeholder outcomes and operational efficiencies, our collaboration helps to secure your tax position globally. Learn more -->

    Private Wealth Services

    As a privately-held business owner, high net worth individual, or family office member, you understand the value of your investments. Your... Show more business dealings offer a wealth of opportunity, but also responsibility, for you and your family. At Grant Thornton, we make it our priority to protect these investments, increase their value and preserve them for future generations. From managing tax obligations and net worth to planning business successions or transfers, our Private Wealth specialists are invested in you. Learn more -->

    State and Local Tax

    Managing today’s risks and identifying opportunities across all of the locations where you do business is a constant challenge. Our ... Show more SALT professionals deliver actionable advice based on strategic assessments, helping you address any tax issue your business may face. Credits and incentives, income and franchise taxes, unclaimed property taxes, sales and use taxes, and controversy support are just the beginning. Learn more -->

    Tax Technology & Transformation

    Grant Thornton’s Tax Technology & Transformation specialists care enough to not only identify solutions and process improvements... Show more that will truly meet your unique needs, but also help you evaluate how potential return on investment may offset the costs for the solutions you seek. With a focus on quick wins, our specialists deliver more realistic solutions, because they understand tax, not just technology or general process improvement, and are unwavering in their dedication to customized approaches. Through a suite of solutions, you can expect to be well-positioned to meet your objectives. Learn more -->

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    Tax and regulatory policy will inevitably change

    The expiration of much of the Tax Cuts and Jobs Act at the end of 2025 means that major tax code changes will almost certainly happen next year. These changes will create tax planning challenges for both businesses and investors. The Republican election sweep will shape the outcome; and our insights discuss how these elements could come together to shape the policy outcomes in 2025 and beyond.

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    ARTICLE
    Taxmageddon 2025: What the election means for tax planning

    Major tax code changes are expected in 2025, complicating planning for businesses and investors.
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    ARTICLE
    Built-in changes make 2025 a pivotal year for tax

    Election winners this November have a unique opportunity to reshape tax policy.
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    ARTICLE
    Ballot initiative outcomes clarify SALT taxation trends

    The 2024 election decided some important tax questions in various U.S. states.
     

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    Tax leaders in the media

     
     
    Steven Wrappe
     
     
    Bloomberg Tax
     
    “We have seen an increase in examination of intercompany indebtedness, reflecting the broader increase in transfer pricing exam activity”

     

    — Steven Wrappe

    Managing Director, Tax, National Technical
    Leader, Transfer Pricing

    Managing Director, Grant Thornton Advisors LLC

     

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      Connect with our Tax Services leaders

       
      Headshot of Mark Margulies Headshot of Mark Margulies Headshot of Mark Margulies
      Mark A. Margulies

      National Managing Principal, Tax Services,
      Grant Thornton Advisors LLC

      Mark Margulies is the national managing principal of Tax Services at Grant Thornton and a member of the Executive Committee at Grant Thornton Advisors LLC.

      Fort Lauderdale, Florida

      +1 954 331 1116
      Industries
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      • Private equity
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      • Strategic federal tax
      • Tax
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      • Corporate Tax
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      Dana Lance

      National Tax Leader, Solutions & Growth
      Grant Thornton Advisors LLC

      Dana Lance is the Tax Practice Leader for the Greater Bay Area and the SALT Practice Leader for the West Region. Dana is based in San Jose, California.

      San Jose, California

      +1 408 346 4325
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      • Transportation & distribution
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      Christopher Martin

      National Tax Leader, Geographies & Growth
      Grant Thornton Advisors LLC

      Chris Martin is a principal in Grant Thornton’s Tax Reporting and Advisory practice.

      Boston, Massachusetts

      +1 617 391 1291
      Industries
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      • Life sciences
      • Manufacturing, Transportation & Distribution
      • Hospitality & Restaurants
      • Services
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      Christopher P. Schenkenberg

      National Tax Leader, Corporate Tax Solutions
      Grant Thornton Advisors LLC

      Chris Schenkenberg has extensive experience working in M&A, conducting tax due diligence reviews for both financial and strategic clients. He also has significant technical knowledge in acquisition structuring, divestiture planning and tax accounting methodologies.

      Chicago, Illinois

      +1 312 602 8987
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      Julie M. Brady

      National Tax Leader, Partnership Tax Solutions
      Grant Thornton Advisors LLC

      Julie is a principal in Partnership Tax Services with Grant Thornton’s Chicago office. She focuses on partnership compliance and consulting services and has provided tax services to a variety of clients over her nearly 20 years of public accounting experience.

      Chicago, Illinois

      +1 312 602 8647
      Service Experience
      • Tax
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      Rick Strohmaier

      National Tax Leader, State and Local Tax
      Grant Thornton Advisors LLC

      Rick Strohmaier has more than 11 years of experience helping public and private companies with tax issues. He specializes in state income and franchise taxes, but he has experience in federal tax, credits, sales and use taxes, property taxes and unclaimed property.

      Chicago, Illinois

      +1 312 602 8528
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      • Transportation & distribution
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      • Strategic federal tax
      • Tax
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      David E. Sites

      National Tax Leader, International Tax Solutions
      Grant Thornton Advisors LLC

      David leads the firm's International Tax practice, which focuses on global tax planning, cross border merger and acquisition structuring, and working with global organizations in a variety of other international tax areas.

      Washington DC, Washington DC

      +1 202 861 4104
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      Robert D. Clarke

      National Tax Leader, Tax Digital Consulting
      Grant Thornton Advisors, LLC

      Rob is based in Tampa, FL and is the national tax leader for Tax Digital Consulting, which focuses on helping clients undertake the digital transformation journey with consultative services and solutions.

      Tampa, Florida

      +1 813 204 5153
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      • State & Local Tax
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      Kelli A. Knoble

      National Tax Leader, Wealth and Human Capital Solutions
      Grant Thornton Advisors LLC

      Kelli Knoble is the national managing partner of Wealth and Human Capital Services at Grant Thornton LLP.

      Charlotte, North Carolina

      +1 704 632 6804
      Industries
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      • Energy
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