CLARUS PARTNERS CERTIFIED PUBLIC ACCOUNTANTS + BUSINESS PARTNERS 1233 Dublin Road Columbus, Ohio 43215 614.545.9100 Claruspartners.com
Clarus Partners’ SALT team takes CORE the burden of understanding the VALUES nearly 10,000 tax jurisdictions in the U.S. off our clients. ♦ Perspective – We pride ourselves on providing our clients with a fresh perspective. We take a creative, yet pragmatic We offer our clients a full-service solution by approach in helping our assisting in the management of the entire process clients succeed and prosper. in addition to providing tax consulting, tax compliance, and tax planning. ♦ Relationships – We value the relationships we have with each other, our Income Franchise Tax clients, and the community Systems of corporate state and local taxation vary widely from state to state; one thing we serve. they have in common: complexity. As states continue to tinker with their systems of taxation, that complexity grows every year. Our knowledgeable team of experts stays abreast of changes and manages this complexity so our clients don’t have to. ♦ Integrity – We are a reliable organization that will always do what we say Sales and Use Tax and act in a trustworthy Sales and use taxes are among the largest recurring transactional tax expense items manner. for companies. As a major source of revenue for many states, these taxes are aggressively enforced by state agencies. At Clarus Partners, we offer a comprehensive approach that not only focuses on providing high-value tax saving solutions, but also ♦ Fun – We enjoy being offers sales and use tax compliance. with each other and our clients and we look for opportunities to have fun Property Tax together. Our team of highly skilled professionals are uniquely qualified to ensure that our clients’ reporting is accurate and compliant. We offer a variety of options to our clients, from assisting with process improvement to full-service outsourcing. Credits and Incentives Clarus Partners works closely with small- to medium-sized businesses to capture tax Mission credits and incentives that are available to them. Often these businesses are not aware of opportunities at the federal, state, and/or local level to lower tax liability or obtain Statement funds based on their business operations and plans. We track new and changing incentives to make sure our clients are leveraging all opportunities. Often incentives are based on: Clarus will deliver world class financial, accounting, and tax services to its clients by investing in Our state and local tax (SALT) services include: people; maintaining a o AUDIT MANAGEMENT diverse talent base that will o NEXUS STUDIES allow us to serve the needs o TRANSACTIONAL PLANNING of businesses and their o VOLUNTARY DISCLOSURES owners throughout the o STATE AND LOCAL TAX COMPLIANCE business life cycle; and o REFUND REVIEWS delivering a fresh o INCENTIVE NEGOTIATION perspective by cultivating relationships with our clients. Our experience and knowledge is most valuable when we know and understand the people we serve. 1
The Clarus Experience We recognize your company’s desire to receive both efficient and value-added tax services. We understand your needs and the goals you would like to achieve from both a tax and overall business standpoint. It is our intent to provide you with superior service. In order to achieve your objectives and ours, Clarus will keep an ongoing stream of communication with you and your team. The following tenets describe the Clarus philosophy regarding a successful partnership: Dedicated to Your Future Clarus is dedicated to the current and future success of your company. With this in mind, you will receive significant partner involvement. The experience and competence of our on-site team is second to none. The team included in this proposal will make the process clear-cut while providing insightful, creative, and prompt solutions. Prompt Transition Clarus has the experience and know-how to make the transition efficient and complete. We are confident that our team of professionals will ask the right questions in a timely and skillful manner. Clarus Understands Your Needs and Wants Our partnership will provide you with both efficient and value-added tax services. It is our team of knowledgeable and seasoned professionals who guide Clarus’s overall attitude toward client service – valuable, responsive, and timely. We will work closely with your company by succinctly communicating the status of the engagement, questions that arise, and knowledge we possess. Framework to Realize Your Goals The framework outlined below provides a general overview of the process by which we operate to offer the highest quality tax programs. Open and regular communication – Your Clarus team of professionals is committed to open and regular communication. We will outlined a timeline to address critical aspects of the engagement. We believe constant contact ensures a more efficient and successful outcome. High level engagement team – We bring a team of sophisticated, experienced, and knowledgeable professionals. The Clarus team will be actively involved in the day-to-day matters. Solid understanding of procedures and standards – Our seasoned team of professionals has a solid understanding of the procedures and standards required for a review. Your on-site team makes a significant difference and elevates the Clarus experience to a level unmatched by others. Efficient documentation of work – From our many years of experience, Clarus has a refined work paper practice that ensures methodical, transparent, and well-organized documentation. Precise quality control – Our quality control systems include a review of all work products by Clarus leadership. Communication of the Engagement High quality communication is an important feature of the Clarus process. Underpinning our approach is a commitment to no surprises , with early advice on any potential issues. The amount of time we spend on-site and the interactive exchanges with your company will help build a stronger working relationship, bring fresher perspectives, and provide early identification of emerging issues. Having a senior-level team is what will make your experience with Clarus different. Your Clarus team has the extensive experience and authority to make and communicate accounting decisions on behalf of our firm. This senior level team will provide a rapid response to accounting issues that arise during the engagement, making your experience more efficient, accurate, and less costly. 2
About Clarus Partners Clarus Partners, founded in 2007, is more than an accounting firm. We are business advisors who focus on the overall fiscal health and well-being of our clients. No matter what the assignment, we will always look out for the overall strength and viability of your company to create competitive advantages throughout its lifecycle. The Business Life Cycle – Accounting needs grow and change dramatically throughout the life of a company. As your business advisors, Clarus will suggest services that empower your company to stay ahead of the curve and take advantage of every opportunity – at every stage of development. Clarus brings to the relationship practical fiscal guidance, broad capabilities, a command of complex, multifaceted business processes, the depth of expertise to navigate critical business challenges, and the personal attention of our senior management team. Our mission statement and core values will drive your Clarus experience. 3
Recommend
More recommend
