Dr. Folberg helps clients stay ahead of tax law changes, so they pay only what is required — never more. With a proactive approach, he anticipates issues before they arise and identifies opportunities to maximize savings. His pragmatic style, combined with over 20 years of experience, ensures you benefit from both technical expertise and strategic foresight.
Tax planning is a forward-looking, year-round strategy. While standard tax preparation looks backward at what you have already earned, proactive planning structures your personal and business transactions before the tax year ends to legally and permanently minimize your liability.
Why Work With Dr. Folberg
Minimize audit risk: Reduce the possibility of penalties, interest, and unwanted scrutiny.
Maximize savings: Realize substantial tax benefits while improving cash flow.
Optimize entity structure: Ensure your business entity (S-Corp, LLC, Partnership, or C-Corp) is continuously aligned with the latest tax codes to eliminate double taxation and minimize self-employment taxes.
Gain clarity: Understand the tax code through education and practical guidance.
Stay compliant: Meet federal, multi-state, and local obligations with confidence.
Services for Businesses and Individuals
Dr. Folberg provides comprehensive tax and accounting services for privately held companies and select individuals, including:
Tax return preparation: Comprehensive compliance and filing for S-Corporations, C-Corporations, LLCs, Partnerships, Individuals, Estates, and Trusts.
Strategic tax planning: Forward-looking strategies including maximizing the Qualified Business Income (QBI) deduction, executing state-level Pass-Through Entity (PTE) tax elections, and optimizing owner salary-to-distribution ratios.
Business transactions: High-level guidance on corporate acquisitions, business sales, equity restructuring, and long-term ownership transitions.
Multi-state expertise: Comprehensive nexus analysis, voluntary disclosure agreements, and multi-jurisdiction compliance in the post-Wayfair environment.
Representation: Dedicated advocacy and defense before federal, state, and local taxing authorities.
Multi-State and Nexus Expertise
In today’s complex tax landscape, Nexus — the interrelationship between federal, state, and local obligations — is critical. Dr. Folberg helps you:
Assess exposure: Identify precisely where your business activities trigger an economic or physical tax presence to ensure proper, timely filings.
Recover refunds: Spot overlooked opportunities to maximize state and local tax refunds and credits.
Take the Next Step
Whether you are launching a new business or managing an established enterprise, tax planning is essential for sustainable growth and long-term stability. Waiting until tax season to think about your taxes means leaving money on the table. Dr. Folberg combines technical mastery with a passion for client education, ensuring you have both the strategy and the confidence to move forward.
Don't wait for April. Schedule a proactive tax planning consultation today to secure your tax advantage.