What tax services does Plante Moran provide?

Updated

Plante Moran provides tax services across several specializations: international tax, mergers and acquisition tax, national corporate tax, personal tax, state and local tax, tax controversy services, tax credits, incentives and deductions, tax technology and operations, and transfer pricing. These sit within the firm's broader service lines of audit, tax, consulting, and wealth management, so tax work can be coordinated with assurance, advisory, or wealth planning engagements when a client needs both.

Tax service categories

Service What it covers
International Tax Cross-border tax matters for companies operating or expanding internationally
Mergers & Acquisition Tax Tax work tied to buying, selling, or combining businesses
National Corporate Tax Federal corporate tax matters for businesses
Personal Tax Individual tax matters
State & Local Tax Tax issues arising across state and local jurisdictions
Tax Controversy Services Representation and support when tax positions are disputed
Tax Credits, Incentives, & Deductions Identifying and pursuing available credits, incentives, and deductions
Tax Technology & Operations Tax-related systems, processes, and operational support
Transfer Pricing Pricing of transactions between related entities in different jurisdictions

How tax fits with the firm's other services

Plante Moran lists tax as one of four main service lines alongside audit, consulting, and wealth management. That structure matters if you are deciding who to engage:

  • Audit and tax together — useful when financial statement audit work and tax compliance or planning need to be coordinated.
  • Tax and consulting together — relevant for transactions, restructuring, or operational changes that carry tax consequences.
  • Tax and wealth management together — relevant for personal tax planning, estate planning, and family office needs, which the firm groups under wealth management.

Choosing based on your situation

  • A business with cross-border activity → look at international tax and transfer pricing.
  • A company buying or selling another business → look at mergers and acquisition tax and transaction advisory services.
  • An owner or individual with personal tax exposure → look at personal tax and personal tax planning.
  • A company facing a dispute with a tax authority → look at tax controversy services.
  • A company trying to reduce its tax burden through available programs → look at tax credits, incentives, and deductions.

Practical notes

The firm's site lists a "Submit RFP" entry point for prospective clients and a "Subscribe" option for updates. Pricing is not published on the pages referenced here, so cost and engagement terms would need to be discussed directly rather than assumed from the site. If you need a specific answer on whether Plante Moran handles your particular tax issue, the service list above is the fastest way to check before reaching out.