We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.

Specialty Areas:

Federal and State Tax Credits & Incentives

Our Tax Credits and Incentives Services practice assists businesses and provides advice by reducing costs and unlocking tax refunds through federal and state tax credit and incentive programs. We help identify Research & Development Tax Credits and Payroll based Tax Credits.

Section 1202 Qualified Small Business Stock

Our team is well-versed in the Section 1202 QSBS gain exclusion. Planning begins when a company is founded, as appropriate entity selection is essential to the Section 1202 planning process. Down the road, utilization of the Section 1202 gain exclusion can provide a large tax-advantaged exit strategy for owners of start-up companies taxed as C Corporations.

Equity-Based Compensation

Our experts work closely with corporate executives who commonly receive complex Equity-Based Compensation packages including Restricted Stock Units, Incentive Stock Options, Nonqualified Stock Options, Phantom Equity and Deferred Compensation Plans. Our planning services aim to reduce alternative minimum tax exposure associated with exercising of ISOs which maximizes tax savings by timely filing and advising on 83(b) elections.

Trust & Estates

Our Trusts and Estates Group offersplanning services that assistsin the development of a strategic plan that emphasizes preservation of assets in order to secure your family’s financial future.

In addition, we work closely with surviving family members and provide advisory services on federal and state estate, gift and income tax issues that impact trust, estates, and their beneficiaries.

International Tax Planning Consulting Services

Our International Tax team provides Entity Structuring and Planning for cross-border acquisition and foreign investment in businesses that operate outside of the U.S.,  planning and compliance services for Interest Charge Domestic International Sales Corporations (IC-DISCs), Passive Foreign Investment Company issues (PFICs), and advisory services for executives working and residing abroad, foreign executives working and residing in the U.S. and domestic beneficiaries of foreign trusts.



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Company Info

FiveBridge CPAs & Advisors

Montvale Office:
155 Chestnut Ridge Rd, 2nd Floor
Montvale, NJ 07645
Phone: 845.358.1929
Fax: 845.358.4420

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