Middle-Market Businesses

Middle-Market Businesses

Mid-sized businesses choose Andersen because, when faced with the broad range of challenges that require knowledge in all areas of tax, our experts have the depth and breadth of skills with the responsiveness needed to support enterprises and executives in this space. 

Andersen’s clients in the middle-market space span many industries including retail, technology, agriculture, healthcare, transportation, telecommunications, media, and manufacturing. Our clients choose us because of our incredible response time in addressing everything from their most basic tax compliance needs to complex transactions, such as restructuring, and international expansion. Beyond the business itself, the nature of shared wealth potentially amongst families, shareholders, employees, and funds creates a unique dynamic best addressed by a firm with experience on integrating the business and individual side. In addition, as an independent firm, free from conflict, Andersen is not restricted in offering independent advice in the best interest of all stakeholders.

Our advisors work through matters on both the individual and business side including:

• State sales/use or income/franchise tax exposures due to failure to identify economic nexus.

• Guidance on new state tax policy and legislation, and on the tax return impact of those changes.

• Ongoing tax, estate and financial planning for investors, owners, and executives.

• Structuring and tax attributes analysis for cross-border transactions.

• Evaluating commercial or in-house software used for tax-return preparation, knowledge sharing, tax research, and tax planning/analysis.

• Negotiating incentives related to expanding or relocating businesses.

• Compensation and benefits structure review & analysis for globally mobile employees.

• Sales and use tax analysis, sales tax registrations, and sales tax accrual review.