Raffa Services
Raffa Services
Raffa Services

Tax expertise is one thing. Finding an invaluable business advisor is another.

Raffa specializes in creative tax planning and solutions for closely-held business and their owners providing sophisticated advice on complex tax arrangements. The variables of today’s economic times require greater attention to details of your business and family matters.  We offer the highest level of tax compliance and planning services with a personalized approach. Our tax experts bring their knowledge and experience with tax laws, their understanding of today’s business climate and a genuine interest in helping clients succeed and grow.
 
As trusted tax and business advisors, Raffa manages the multitude of professional services required by our clients to ensure that their family mission is realized and that their legacy endures; helping to develop educated and sophisticated family governance, family office best practices and thoughtful philanthropic giving strategies. We bring together the industry’s best practitioners to meet the needs of your family today and also ensure the course of your family’s financial future for generations to come.
 
Preparing our clients’ tax return each year is the culmination of many thoughtful and engaging interactions that have transpired and illuminated the way forward, a fulfilling process of planning and being genuinely involved. Staying in touch and keeping our clients informed throughout the year so everything comes together like a pretty picture at the end, just the way we anticipated it would, with no surprises.
 
Together, we’ll develop sound and innovative solutions that will align with your business and personal objectives. 
 
Tax Compliance 
  • Corporations
  • Passthrough entities (partnerships, S corporations)
  • International
  • State and local 
  • Individuals
  • Trusts 
  • Estates 
  • Gift tax reporting
  • Sales and use tax
  • Compensation and benefits (payroll and employee benefit reporting)
  • Unclaimed property compliance and planning
 
Tax Consulting and Business Advisory
  • Tax planning and structuring
    • Strategic planning
    • Accounting methods
    • Passthrough entity integration with partner and shareholder tax considerations
    • Choice of entity planning
    • Merger and acquisition 
    • Tax credit planning
  • Real estate
    • Transaction planning and projections
    • Acquisitions and dispositions
    • Equity abd debt structuring
    • Financing options and analyses
    • Financial forecasts
    • Deferred exchanges
    • Depreciation methods and cost segregation analyses
  • International tax
    • US entity classification of foreign companies
    • US reporting for foreign subsidiaries
    • Transfer pricing considerations
  • Individual tax planning
    • Sophisticated individual income tax planning and projections
    • Business succession planning
    • Wealth transfer planning
    • Structuring of family limited partnerships and trusts
  • State and local tax
    • Nexus consulting
    • Credits and incentives
  • Sales and use tax
    • Voluntary disclosure and registration
  • ​FAS 109/FIN 48 consulting
  • Representation before IRS, state, local and other agencies
 
Family Office Services
Routine services include:
  • Sophisticated Individual Income Tax and Wealth Transfer Planning & Compliance
  • Coordination of Income Tax, Charitable Giving and Wealth Transfer Strategies
  • Counsel on Business Acquisitions and Sales
  • Structuring of Real Estate Investments
  • Counsel on Private Equity and Venture Capital Transactions
  • Planning for Investments that Utilize Sophisticated Ownership Structures
  • Integrated Services for Forward-Thinking Families

Additional services available:

  • Family Office
    • Internal Controls and Operations Reviews
  • Assurance Services
  • Structuring of Family Limited Partnerships and Trusts
  • Tax and Financial Transaction Structuring of Private Investments in Business and Real Estate
  • Formation of Private Foundations and Related Tax Compliance
  • Family Meeting Planning, Mission Statements and Communications Strategies
  • Private Equity and Venture Capital, Due Diligence and Tax and Consulting Support
     
Contact us via email, or call 202.822.5000 to find out how Raffa can help you with your business tax needs.​​​
Raffa was again named a "Top 100 Firm" by Inside Public Accounting. IPA's rankings are among the longest-running, most accurate and up-to-date for the nation's largest accounting firms.