Strategic Tax Solutions for Growing Companies and Complex Transactions
Meyers Roman’s Tax Group advises entrepreneurs, family-owned businesses, and privately held companies on how to maximize value and minimize tax burdens — whether for day-to-day operations or transformative business deals.
Comprehensive Tax Planning
Operations, Equity, Transactions & Entity Structuring
We counsel clients across industries on:
- Corporate, partnership, and S corporation taxation
- Business entity formation and structure strategy
- Real estate acquisitions, development, and investment
- Debt and equity capital financing
- Equity incentive programs for key employees
- Mergers, acquisitions, and sales of businesses
With the impact of the 2018 Tax Act, choosing the right tax structure is more critical than ever — we help clients navigate those decisions with precision and creativity.
Dynamic Tax Structuring for Growth & Succession
From LLC Tiered Waterfalls to S-Corp Compliance
Our tax attorneys create structures that:
- Optimize flow-through taxation and equity distributions
- Comply with single-class stock rules for S corporations
- Use multiple-entity models to minimize burdens
- Facilitate tax-efficient succession and intergenerational transitions
- Balance preferred returns for investors and carried interests for promoters
Each structure is crafted to meet your business’s goals, future growth, and ownership evolution.
Specialized Insights from IRS & Fortune 500 Experience
Practical Knowledge Meets Technical Expertise
Led by a former IRS Chief Counsel and in-house Fortune 500 tax attorney, our team brings unmatched insight into:
- Federal and state compliance
- Audit and appeals strategy
- Risk management and tax controversy resolution
- Multi-disciplinary coordination across legal, financial, and operational needs
Tax Controversy & IRS Representation
Audit Defense. Appeals. Litigation. Clarity Amid Complexity.
With decades of experience advocating before:
- The IRS and Ohio Department of Taxation
- The IRS Appeals Office
- U.S. Tax Court
- Ohio Board of Tax Appeals
We work quickly and effectively to resolve audits, collections, and disputes with informed strategy and steady guidance.
Representative Matters
- Sale of Manufacturing Company – Analyzed structure, reduced tax, negotiated LOI, managed due diligence
- Section 338(h)(10) Election – Assessed tax consequences, structured gain treatment, negotiated indemnification
- Startup with Angel Investor – Drafted term sheet, structured seed funding, prepared formation docs
- Contractor Using Subcontractors – Applied IRS 20-factor test, built model contractor agreement
- C Corp Seeking Tax-Efficient Distributions – Designed flow-through structure to reduce double taxation
- Generational Business Transfer – Structured sale to grantor trust with future cash-flow payments
- LLC Equity Incentive Plan – Created tax-advantaged profits interest program for key employees
- Real Estate Roll-Up with Investors – Drafted PPM & LLC Agreement with waterfall allocations and disclosures
- Executive Compensation Agreement – Ensured Section 409A compliance to avoid penalties
Let’s Build a Tax Strategy That Works for Your Business. Whether you’re selling, growing, raising capital, or preparing for succession — our attorneys tailor tax solutions that maximize impact. Reach out to get started.
