Corporate Tax

Addressing the wide spectrum of income tax issues facing your organization

At CFGI, we understand the impact of today’s political and business climate and how it places increased regulatory scrutiny on tax consulting, income tax filings, reporting and disclosures. Working directly with your internal tax department, or as a completely outsourced provider delivering support and supervision, CFGI offers a range of adaptable corporate tax solutions that can be tailored to the needs of any client.

Our hands-on approach to client relationships results in a service experience that is second to none. At CFGI, we can help you with the following:

Corporate reporting and compliance matters

• Tax accounting, reporting and tax footnote preparation (ASC 740).
• Uncertain tax position analysis.
• Valuation allowance assessments.
• Indefinite reinvestment analysis.
• Federal and state income tax return compliance.
• Outsourcing services, interim tax roles and services.

Federal corporate tax consulting

• Research & development credit analysis.
• Orphan drug credit analysis.
• IRS controversy assistance.
• Special projects.
• Tax planning and consulting.
• Tax technology solutions (design and implementation).
• Tax due diligence assistance.
• Tax modeling and analysis.

State corporate tax consulting

• State and local income tax matters.
• State and local compliance (property tax, sales and use).
• Indirect tax consulting.
• Sales and use tax planning and assistance.
• Audit defense and RAR compliance.
• Property tax consulting.
• Software implementation for indirect tax.

CFGI has your back

Our tax advisors and finance consultants have the experience and expertise to help your organization in whatever capacity necessary. We can serve as a supplement to your team or take the reins entirely — it’s up to you. 

Regardless of how you choose to partner with CFGI, we will provide tailored corporate tax solutions that are seamless and effective. 

Tell us what you need, and we will deliver.

Meet the Leaders

Contact Information:

(617) 620-9705

jgardosik@cfgi.com

Linkedin Profile

Joel Gardosik, Partner

Joel helped lead the establishment of the tax practice at CFGI and currently serves as its managingpartner. He is responsible for establishing and executing on all strategic objectives, client service delivery models, business development, recruitment, internal tax policies & procedures, mentoring and infrastructure build-out.

He has over 20 years of experience providing tax consulting and compliance services to numerous clients in a variety of industries.

Learn More

Joel Gardosik

Partner

Joel helped lead the establishment of the tax practice at CFGI and currently serves as its managingpartner. He is responsible for establishing and executing on all strategic objectives, client service delivery models, business development, recruitment, internal tax policies & procedures, mentoring and infrastructure build-out.

He has over 20 years of experience providing tax consulting and compliance services to numerous clients in a variety of industries.

Chris Booth

Partner

Chris has more than 15 years of experience providing tax consulting and compliance services to numerous clients. Here at CFGI, he works with a variety of publicly traded and privately held companies in a wide array of industries, including technology, software, biotechnology, pharmaceuticals and industrial manufacturing. His clients range from pre-revenue startups to multibillion-dollar companies.

Prior to joining CFGI, Chris worked at a Big Four firm for more than 10 years. During this time, he supervised corporate tax provision preparations on an interim and annual basis. He also handled reviews and financial statement audits, including a variety of highly complicated transactions, such as initial public offerings (IPOs), spinoffs and more.

Mark Gauthier

Partner

Bill Barnes

Partner

Bill is the Partner leading CFGI’s research and development (R&D) tax credit consulting practice. He has a passion for helping companies pursue R&D cash tax savings opportunities in a practical and sustainable manner. Bill leverages his collaborative style, technical expertise and significant experience to develop a tailored approach that meets each business’s key objectives.

Prior to joining CFGI, Bill worked at a Big Four public accounting firm for more than 14 years, serving as part of the tax consulting group and specializing in the preparation and defense of federal and state research credit claims.

Paul Schechter

Director, State and Local Tax Practice Leader

Paul is a Director and practice leader for our state and local tax group at CFGI. Paul has provided deep technical support to a broad range of clients in the area of sales and use taxes, as well as other tax types, such as property, excises, gross receipts, payroll, business licenses, unclaimed property and income and franchise taxes.

Prior to joining CFGI, Paul worked at a Big Four firm and several regional accounting firms. He also worked in industry, where he managed an expansive variety of large-scale, indirect tax projects.

Philip Graham

Senior Managing Director

As a Managing Director with CFGI’s tax consulting practice, Philip draws on an extensive leadership background while supporting the firm’s diverse client base. He also co-leads CFGI’s Tax Due Diligence and Pass-Through Tax practices.

Philip has more than 30 years of experience as an in-house tax director and adviser with a Big Four firm. Prior to joining CFGI, his career at Fidelity Investments spanned 25 years. During that time he was senior vice president of corporate tax. He was responsible for the planning and implementation of tax services to support Fidelity businesses.