A Comprehensive Suite of Services

Experience has taught us that you and your business are unique from all others. At DiLorenzo & Company, we tailor our focus to your evolving strategic goals. Our comprehensive suite of services is designed to empower businesses, individuals, and organizations on their journey to success. Explore our services below and discover how we can help you achieve your strategic goals.

COMMERCIAL SERVICES

Expert Tax and Accounting Services

From financial statements to federal, multi-state, and local income tax returns, we ensure accuracy and compliance for your business and its stakeholders.

Tax Planning

Whether it's structuring complex transactions, business planning and projections, or managing tax credits, we provide focused guidance to maximize tax efficiency.

Fresh Perspectives for Growth

We analyze every aspect of your financial framework to uncover opportunities for optimization, including entity choice decisions, fresh looks at accounting methods, and analyzing tax platform effectiveness.

TRANSACTIONAL SUPPORT

Business M&A Solutions

Our experienced team offers services tailored to your unique M&A needs, including consultancy roles, third-party referrals, and intermediary and transaction positioning services. From valuation feasibility and tax structuring, we provide comprehensive support from inception to post-closing mop-up.

NAVIGATING REAL ESTATE TRANSACTIONS

Our experts offer comprehensive support including 1031 exchange planning, valuation feasibility, cash flow analysis, structuring, and financing considerations involved in real estate buying, selling, and refinancing. 

OTHER PROFESSIONAL SERVICES

Bringing over 40 years of experience, we offer litigation support and a wide range of other professional consulting services including assistance with tax, financial, and estate disputes.

HIGH NET WORTH, ESTATE, AND TRUST COMPLEXITIES

Comprehensive Tax Management

Our services encompass all aspects of tax return preparation and planning for high net worth individuals, estates, and trusts. We ensure thorough integration of complex financial elements including trust and estate structuring, diverse investment portfolios, business acquisitions and sales, and state and local tax considerations in optimizing tax outcomes.

Strategic Tax Planning

Our goal is maximizing tax efficiency through a comprehensive approach to managing transaction-specific tax considerations, multi-state jurisdiction issues, estimated tax payment strategies and more to  help you achieve your long-term financial goals.

Efficient ESTATE PLANNING and Wealth Administration

Our team is equipped to help you create and administer a comprehensive estate plan, assisting with administrative tax aspects of a trust or estate. 

RESOLVING TAX CHALLENGES

Expert RESOLUTION of tax disputes

With the government's increasing reliance on automated tools for tax enforcement, navigating government correspondence has become increasingly complex. Our experienced team specializes in evaluating correspondence and swiftly resolving discrepancies. With a power of attorney, we represent taxpayers undergoing examination and are prepared to join appeal teams to challenge adverse examination results.

STATE AND LOCAL TAX ISSUES

We provide consultation and administration on the ever-changing state and local income tax environment, as well as consultation on sales tax matters involved in achieving Wayfair compliance. 

Let's Connect

Have questions about our services? Feel free to reach out to us.