Cumulative tax savings delivered to Exelix US clients through legal optimisation strategies
Each entity type has unique tax obligations, opportunities, and risks. Our advisors are specialists in each — not generalists who handle everything superficially.
Federal corporate income tax return with Schedule K, M-1, M-2 reconciliations. Multi-state apportionment, Section 382 NOL limitations, R&D credit documentation, Qualified Business Asset Investment (QBAI) for GILTI. Delaware C-Corps for startups, QSBS planning for founders.
Partnership and multi-member LLC tax returns with K-1 preparation for all partners. Guaranteed payments, special allocations, Section 754 elections, basis tracking for each partner, and at-risk and passive activity loss analysis. State composite returns where applicable.
Comprehensive individual federal and state returns including Schedule C (self-employment), Schedule D (capital gains — stock, crypto, real estate), Schedule E (rental/K-1 pass-through), foreign income, FEIE, FBAR, and FATCA. Particularly strong with tech founders, investors, and Indian diaspora professionals.
Specialist in US-India cross-border tax situations: Indian businesses with US subsidiaries, US expats with Indian income, dual citizens with foreign accounts and assets. GILTI, FDII, BEAT (base erosion) analysis, transfer pricing documentation, and DTAA treaty benefit claims.
Tax minimisation is not tax evasion. It is the intelligent, legal use of the deductions, credits, and elections that Congress built into the tax code. We find every one of them for you.
Many tech, software, and product companies qualify for substantial R&D credits under Section 41 — often $50,000–$500,000+ annually. We document, calculate, and claim these credits with full audit-ready support.
Accelerate depreciation deductions on equipment, software, and qualified property. In many cases, you can deduct 100% of an asset's cost in the year of purchase — dramatically reducing current-year taxable income.
Qualified Small Business Stock (Section 1202) allows founders and early investors in C-Corps to exclude up to $10M (or 10x basis) of capital gains from federal tax upon exit. Planning this correctly from day one is critical.
Net Operating Losses can be carried forward indefinitely (post-TCJA), offsetting up to 80% of future taxable income. We model multi-year NOL utilisation strategies that minimise your effective tax rate as your business becomes profitable.
For profitable sole proprietors and single-member LLCs, electing S-Corp status can reduce self-employment taxes by $8,000–$25,000+ annually through the reasonable salary + distribution structure. We calculate the breakeven and manage the election.
Operating in multiple states can create unexpected tax obligations. We conduct nexus studies, advise on state income and sales tax exposure, and structure your operations to minimise aggregate state-level tax burden — especially important for remote-first businesses.
Book a free 30-minute consultation and we'll review your prior year return, identify missed deductions, and outline what an Exelix-prepared return would look like for your business.