Tax Planning &
Consulting

 

From Startups to Complex Enterprises:
Trusted Tax Solutions for Every Business

 

Our approach is designed to meet the unique needs of businesses across the spectrum—from dynamic entrepreneurs and privately held business owners to complex, multifaceted organizations. We initiate meaningful conversations with you to unearth challenges, explore unprecedented opportunities, sharpen visions and strategize for success.

Our team of tax professionals is at the forefront of innovative thinking, crafting forward-thinking strategies that will equip you with innovative solutions, paving the way for your business’s financial prosperity. Our clients discover that our tax experts are invaluable for a wide array of needs, from future-minded planning and consultative transactions to specialized niche services. Our expertise is equipped to manage an extensive range of complexities and services, whether it involves straightforward tax planning and reduction for a small business owner or navigating the intricacies of mergers and acquisitions.

We are steadfast in our belief that a well-conceived tax strategy, coupled with anticipatory planning, can substantially elevate your business. Entrusting us to make informed decisions on your behalf empowers you to focus on what you do best: running your business.

 

Stefanek Regalbuto’s tax service offerings include:

  • Business Tax Compliance & Consulting

  • Choice of Entity and Conversions of Entity

  • Consulting and Structuring to Maximize Sec 199A Deduction

  • Individual Income Tax Compliance & Consulting

  • Specialized, Hands-on Tax Planning and Projections

  • State and Local Tax Expertise

  • Succession and Retirement Planning

  • Tax Planning & Preparation

  • Tax Research and Position Interpretation 

AdobeStock_102240986_1

 

Lead Contacts

mike-stefanek

Michael J. Stefanek, CPA

Partner

With more than 25 years of experience working at a national and regional accounting firm and building his own practice, Mike has developed a diverse background enabling him to provide his clients and business partners a unique perspective on accounting, tax and business matters.

joseph-regalbutto

Joseph P. Regalbuto, CPA

Partner

Joe has over twenty-five years of diverse experience with public accounting and financial services firms and has worked with companies with revenues ranging from start-up to $200M.