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Tax Strategy, Reimagined - R2 Advisors

Tax Strategy, Reimagined.

Intelligent Structures. Strategic Foresight. Confident Compliance.

At R² Advisors PC, we turn tax into a growth instrument. Our integrated model aligns your tax planning with your business strategy—so compliance doesn't just meet requirements, it creates opportunities. From entity structure to automation, every decision supports your long-term clarity and impact.

Schedule a Tax Strategy Consultation Explore Our Approach →
Strategic Foresight Section - R2 Advisors

Beyond Compliance — Strategic Foresight in Action

Traditional tax work looks backward. We look forward.
By integrating tax strategy into your financial system, we help you anticipate change, model outcomes, and align every decision with your future goals.

Intelligent Tax Design

Structure planning and entity optimization built around growth, equity, and exit objectives.

Automated Compliance

Seamless filings, documentation, and RPA-driven workflows to ensure accuracy and efficiency.

Strategic Forecasting

Scenario modeling, multi-year planning, and integration with CFO-level insight.

Tax Services Section - R2 Advisors

Tax Services Designed for Modern Organizations

Tax Strategy & Planning

Proactive structures and forecasting that turn compliance into opportunity.

Corporate & Partnership Tax

Entity-level optimization and coordinated filings across jurisdictions.

State & Local (SALT)

Multi-state compliance, nexus evaluation, and strategic mitigation.

Not-for-Profit Tax Services

Form 990 preparation and governance guidance aligned with mission integrity.

Tax Automation & Technology

Streamlining processes with AI, dashboards, and real-time reporting.

See How Integration Works →
Process and Audience Sections - R2 Advisors

How We Work — From Complexity to Clarity

Reality × Reflection = Clarity

1

Reality

We start with data: your structure, transactions, and financial position.

2

Reflection

We model outcomes and tax implications through strategic analysis.

3

Clarity

We deliver actionable guidance that informs decisions across your business.

Who We Serve

For CEOs & Founders

Align structure and scale with your growth vision.

For CFOs & Finance Leaders

Integrate tax into your financial dashboards and forecasts.

For Nonprofits

Maintain transparency, compliance, and confidence in every filing.

Explore Our Industry Solutions →
Social Proof Section - R2 Advisors
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R2 helped us redesign our entity structure and tax processes to align with our expansion strategy — the impact was immediate clarity and measurable savings.
CFO
Mid-Market Real Estate Group
Tax Service Packages - R2 Advisors

Integrated Tax Strategy, Structure, and Compliance — Built for Intelligent Growth

Our tax services are designed for leaders who view compliance as the baseline, not the finish line. R2 Advisors unifies entity strategy, forecasting, and compliance into one intelligent system — ensuring every decision strengthens your financial structure and long-term vision.

Package 1

Foundational Structure Package

For emerging companies building the right foundation for growth.

From $1,800+
  • Entity design and formation analysis (LLC, S-Corp, C-Corp advisory)
  • Strategic ownership and compensation planning
  • Tax-ready accounting review and setup alignment with CAS systems
  • Federal and state registration support
  • First-year business return (1120S or 1065)
  • Annual tax calendar and compliance roadmap
👉 Ideal for:
Founders, startups, and small teams seeking scalable, audit-ready structures.
Package 2

Strategic Growth Package

For established businesses expanding operations and requiring proactive insight.

From $3,000+
  • Multi-entity and state nexus review
  • Integrated tax forecasting with financial dashboards
  • Quarterly strategy sessions with CPA-led tax advisors
  • Partner and shareholder distribution planning
  • Scenario modeling for growth or capital events
  • Automated compliance and estimated tax systems
👉 Ideal for:
Multi-state professional firms, tech and service organizations scaling beyond their first stage.
Package 3

Complex Entity & Structuring Package

For organizations with layered ownership, investments, or specialized tax requirements.

From $5,000+
  • Consolidated and multi-tier entity filings (C-Corp, partnership, trust)
  • Passive vs. active income analysis and strategic grouping
  • Real estate, alternative asset, or fund structure optimization
  • Cost segregation, depreciation, and Section 199A/QBI planning
  • International tax coordination and compliance (FATCA/FBAR if applicable)
  • Quarterly advisory board meetings with dedicated tax strategist
👉 Ideal for:
Family offices, real estate groups, investment entities, and holding companies.
Package 4

Not-for-Profit & Impact Strategy Package

For mission-driven organizations balancing stewardship and compliance.

From $2,500+
  • Full 990/990-EZ preparation and Schedule A, B, G, and O
  • Grant, restricted fund, and program-service revenue analysis
  • Governance and board-ready reporting
  • State charitable registration and multi-jurisdiction filings
  • Strategic planning for UBIT exposure and sustainability metrics
👉 Ideal for:
Nonprofits, associations, and foundations seeking transparent, strategic compliance.
Package 5

Enterprise Advisory Package

For organizations with complex global or multi-subsidiary tax structures.

Custom Pricing
  • Consolidated federal and state filings across jurisdictions
  • International tax strategy and transfer pricing documentation
  • Cross-border compliance and entity rationalization
  • Tax risk governance and audit readiness framework
  • Quarterly executive strategy sessions with R2 leadership
👉 Ideal for:
Multi-entity corporations, government contractors, and global organizations.

Transform Your Tax Function.

Let's design an intelligent structure that scales with you — not against you.

Schedule a Tax Strategy Consultation →
Final CTA Section - R2 Advisors

Let's Redefine Your Tax Function.

Ready to make tax part of your growth strategy?

Let's build a structure that supports every decision, not one that limits it.

Schedule a Consultation Explore All Solutions

Explore All Our Services

Return to our services overview to discover all the ways R2 Advisors can support your business with integrated, dynamic solutions.

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Tax Resources Section - R2 Advisors

Tax Resources You Can Trust

Curated tools and guidance to keep your organization compliant—without losing sight of strategy.

R2 Tax Insights

Practical guidance from our team on planning, structure, and compliance.

Forms & Publications (IRS)

Current forms, instructions, and publications in one place.

Business Tax (IRS)

Employer guidance, payments, credits, and filing resources.

Latest Tax Updates

View all resources

Annual Tax Planning Timeline

Stay ahead of deadlines and maximize opportunities with our comprehensive year-round tax planning calendar.

Tax Strategy FAQ - R2 Advisors

Tax FAQs

We integrate tax strategy with your broader financial ecosystem—connecting structure, compliance, and foresight. Our approach transforms tax from a cost center into a strategic growth tool.

Yes. We specialize in sophisticated tax environments—multi-entity groups, investment partnerships, and real estate syndicates—designing frameworks that optimize intercompany flows, ownership, and compliance.

Absolutely. We serve mission-driven organizations, professional firms, and growth-stage businesses—aligning each entity's tax strategy with its goals, governance, and funding requirements.

Yes. Automation and AI-driven analytics power every engagement—streamlining data collection, identifying trends, and supporting proactive, real-time decision-making for leadership teams.

We start with a strategy consultation to assess your structure, growth trajectory, and compliance complexity—then design the right combination of advisory, compliance, and automation services.

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