At OMNI 360 Advisors, we believe smart tax planning is fundamental to financial security and business success. Our comprehensive tax consulting services are designed to help individuals, families, and businesses minimize liabilities, optimize savings, and navigate an increasingly complex tax landscape with confidence.
With a multidisciplinary team of CPAs, tax attorneys, and financial advisors under one roof, we deliver fully integrated strategies that are tailored to your specific needs—whether you’re growing your personal wealth, managing a business, or preparing for retirement. Our mission is simple: empower you to keep more of what you earn while maintaining full compliance with state, federal, and international tax laws.
Why Expert Tax Consulting Is Crucial
Today’s tax environment is more challenging than ever. Evolving regulations, aggressive enforcement, and increasingly complex financial transactions make it essential to plan ahead. Without professional guidance, you risk missing critical deductions, overpaying taxes, or facing costly penalties.
At OMNI 360 Advisors, we stay ahead of legislative changes to provide proactive, forward-thinking advice. Our tax consulting approach not only helps you stay compliant—it ensures you’re making the most of every opportunity available under the law.
A Holistic, Integrated Approach to Tax Consulting
Our team approach distinguishes OMNI 360 Advisors from traditional accounting firms. We leverage expertise across legal, financial, and accounting disciplines to build tax strategies that are both robust and adaptable.
Legal Insights Through Omni Legacy Law
Our partnership with Omni Legacy Law, a division of Shah & Associates P.C., gives you access to top-tier legal expertise. Our tax attorneys assist with:
- Strategic entity structuring for startups, partnerships, and corporations
- Trust creation and estate tax minimization
- Tax controversy support, audit representation, and IRS negotiations
- Advanced asset protection and wealth preservation strategies
By weaving legal knowledge into your tax strategy, we reduce your risks and strengthen your financial position long-term.
Precision Accounting and Real-Time Tax Management
Our Certified Public Accountants provide complete accounting services, ensuring accurate, timely, and tax-efficient financial management. Services include:
- Preparation and filing of federal, state, and local tax returns
- Multi-jurisdictional and international tax planning
- Year-round bookkeeping, cash flow analysis, and financial reporting
- Tax credit identification and utilization
Rather than simply recording history, we proactively monitor your financials to spot opportunities for real-time tax savings.
Tax-Focused Financial Planning and Investment Strategies
Financial decisions have tax implications, and smart financial planning can drastically reduce your tax burdens. Our advisory team focuses on:
- Retirement account optimization, including IRAs, Roth IRAs, and 401(k) plans
- Investment portfolio management with capital gains efficiency
- Charitable giving and philanthropy strategies
- Education savings through tax-advantaged accounts
- Estate planning to minimize inheritance and gift taxes
We help integrate tax-smart moves into every aspect of your financial journey, maximizing after-tax returns over the long haul.
Personalized Tax Strategies for Every Stage of Life
At OMNI 360 Advisors, we believe tax planning should adapt to the different stages of your life and career. We offer personalized strategies for:
High-Earning Individuals and Families
Whether you’re an executive, medical professional, entrepreneur, or investor, we help you preserve more of your income with:
- Income shifting strategies
- Roth conversions and tax bracket management
- Trusts and charitable foundations
- Strategic retirement withdrawals
Our goal is to minimize your effective tax rate while supporting your broader wealth-building objectives.
Business Owners and Entrepreneurs
From the startup phase to exit strategy, we design tax strategies that fuel business growth while protecting your bottom line. Our services for business clients include:
- Business entity selection and restructuring for tax optimization
- Setup and management of retirement and benefit plans
- Expense tracking, depreciation, and cost segregation
- Research and development (R&D) tax credit maximization
- Succession planning and business exit tax strategies
We align your business tax strategy with your operational and personal financial goals, ensuring synergy across your full portfolio.
Retirees and Pre-Retirees
Planning for retirement isn’t just about saving—it’s about withdrawing assets tax-efficiently. We help retirees:
- Navigate Required Minimum Distributions (RMDs)
- Optimize Social Security and pension income
- Leverage charitable giving to reduce taxable income
- Plan for multigenerational wealth transfer with minimal tax impact
Our retirement-focused tax strategies help you preserve your nest egg and maximize lifetime income.
Tax Services Beyond Traditional Planning
At OMNI 360 Advisors, our tax consulting services extend far beyond basic returns and year-end filings. We also specialize in:
Audit Defense and Tax Controversy Resolution
If you’re facing an IRS audit or other tax controversy, our experienced attorneys and CPAs can represent you, negotiate on your behalf, and secure favorable outcomes. Our audit services include:
- Pre-audit risk analysis and preparation
- Audit representation and management
- Offer in Compromise (OIC) negotiations
- Tax court litigation support, if necessary
We protect your rights, advocate aggressively, and work to resolve disputes efficiently and favorably.
Multistate and International Tax Planning
For businesses and individuals operating across state lines—or across international borders—we deliver sophisticated cross-jurisdictional planning. Our expertise includes:
- Nexus analysis and multistate compliance
- Sales and use tax management
- International tax treaties and foreign income exclusions
- Reporting requirements for offshore accounts and assets (FATCA/FBAR)
No matter where you operate, we ensure your tax strategy remains efficient, compliant, and globally integrated.
Specialized Services for Nonprofits and Estates
We also offer specialized consulting for nonprofit organizations and estates, including:
- 501(c)(3) formation and compliance
- Grant compliance and tax-exempt reporting
- Estate tax planning, trust creation, and wealth transfer strategies
Our depth of experience ensures that nonprofit leaders and families managing legacies are fully supported.
Proactive Tax Consulting: Not Just a Year-End Task
At OMNI 360 Advisors, tax planning is a proactive, year-round process—not a last-minute scramble in April. Our ongoing services include:
- Quarterly tax projections and estimated payment planning
- Mid-year financial reviews and tax forecasts
- Strategy adjustments based on changes to income, legislation, or life events
- Pre-transaction analysis for major events like selling a business, purchasing real estate, or making a large charitable donation
By staying ahead of the calendar—and ahead of IRS rule changes—you’ll be able to make smarter moves throughout the year, not just when deadlines loom.
The OMNI 360 Advantage
Choosing OMNI 360 Advisors for your tax consulting means gaining an integrated team dedicated to your success. Our key differentiators include:
- Collaborative Expertise: Legal, financial, and tax professionals working together for a seamless client experience
- Tailored Solutions: Customized tax plans crafted around your personal goals and circumstances
- Compliance and Risk Management: Minimizing your exposure while maximizing your savings
- Long-Term Perspective: Strategies designed for lasting financial security and generational wealth
- Clear, Transparent Communication: No jargon—just clear advice and actionable steps
With OMNI 360 Advisors, you’re not just checking the compliance box—you’re building a stronger financial future.
Take Control of Your Tax Strategy Today
The right tax strategy can mean the difference between meeting your financial goals or falling short. At OMNI 360 Advisors, we help you plan smarter, save more, and grow with confidence.
Whether you’re managing personal wealth, growing a business, preparing for retirement, or navigating complex tax issues, our team is here to help.Contact us today at (609) 452-0889 to schedule your free tax consulting discovery session. Let’s create a customized plan that empowers your future.
