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Facilitating the Acquisition Process

Our M&A advisory team analyzes every aspect of the transaction, from initial planning to post-merger integration, to ensure a seamless and value-driven process for our clients.

Our acquisition services help businesses and our preferred clients navigate the complexities of acquiring a company, ensuring that the transaction is financially sound, strategically beneficial, and legally compliant. These services typically encompass everything from identifying potential acquisition targets to structuring the deal, financing the acquisition, and managing the post-acquisition integration.

Services

Tax Return Preparation

Whether for individuals, families, or businesses, we handle federal, state, and local tax filings with attention to detail, compliance, and efficiency. With our expertise, you can feel confident that your taxes are filed correctly, on time, and in your best financial interest.



Acquisitions

We specialize in facilitating seamless business acquisitions to help you expand, diversify, or exit your current business operations. With a proven track record of successful transactions, we work closely with both buyers and sellers to ensure a smooth and mutually beneficial process.

Attorneys in Charge

Jessica Sanchez

Associate

Jessica joined KGJ & Associates in 2014 and has led the tax division since 2019. Jessica is fluent in English and Spanish.

Mario Belem

Associate

Mario joined GKJ & Associates in 2012 and is a key member of our tax team. Mario is fluent in English, Spanish and Portuguese.

FAQ

How can I minimize my tax liability?

Here are some common approaches we recommend: Maximize Retirement Contributions, Take Advantage of Tax Deductions and Credits,Capital Gains Tax Planning, Tax-Loss Harvesting, Utilize Tax-Advantaged Accounts, Business Deductions and Credits, Consider Your Filing Status, Plan for Estate Taxes, Consult one of our Professionals.

Am I in compliance with current tax laws?

Ensuring compliance with current tax laws can be complex, as tax regulations are constantly changing at the federal, state, and local levels. Here are some options; Regular Review of Tax Filings, Staying Current on Tax Law Changes, Accurate Reporting, Audit Protection, Consultation for Special Tax Situations, Tax Planning and Strategy.

Our Expert Team

Acquisitions

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