Tax Strategies

Strategic tax solutions for food industry growth

Strategic tax optimization is essential for preserving your company's cash flow and maintaining competitive margins. Our specialized tax services are designed to help food manufacturers and distributors maximize available deductions, credits and incentives while ensuring full compliance across all jurisdictions where you operate.

Section 199A optimization for pass-through entities

Maximize your qualified business income deduction with strategies tailored to food manufacturers. Our specialized approach helps S-corps, partnerships and sole proprietors identify every eligible activity in your production process to potentially reduce taxable income by up to 20% while maintaining compliance.

R&D tax credit studies (including formula testing and production innovation)

Turn your recipe development and production improvements into valuable tax credits. We identify qualifying R&D activities often overlooked in food businesses, from shelf-life extension research to packaging innovation and automation implementation, delivering substantial tax savings for your innovation efforts.

Sales & use tax compliance across jurisdictions

Navigate the complex maze of food-specific sales tax regulations with confidence. Our team keeps track of varying exemptions for ingredients, equipment and packaging materials across all your operating jurisdictions, preventing costly errors while identifying legitimate exemption opportunities within the food supply chain.

State and local tax (SALT) planning and audit defense

Protect your food business from unexpected tax liabilities with proactive SALT strategies. We help you manage multi-state operations, ingredient sourcing complexities and distribution networks while providing experienced representation during audits to defend food-specific exemption claims and methodologies.

IC-DISC and export incentive consulting (where applicable)

Reduce tax burdens on your international food sales through specialized export incentives. For qualifying food exporters, our IC-DISC strategies can convert ordinary income into preferentially taxed dividend income, creating significant tax advantages for companies selling US-produced food products in global markets.