Tax Consulting & Planning

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Strategic Tax Planning That Supports Performance and Growth

Thoughtful tax planning plays a critical role in protecting profitability and supporting long-term growth. How you manage income, expenses, investments, and structure decisions directly impacts your tax liability and after tax returns — both today and as your business evolves.

As businesses grow across state and international borders, tax complexity increases. Reporting requirements, compliance considerations, and planning opportunities demand greater attention and more informed decision-making. Having access to experienced advisors can help turn complexity into clarity.

Eide Bailly helps individuals and businesses minimize tax liability, manage risk, and make confident decisions. Our tax professionals work across industries and disciplines, bringing deep technical knowledge, practical guidance, and insight into legislative and regulatory developments that may impact your organization.

What We Offer

Our tax consulting and planning services are designed to support businesses and individuals through complex tax decisions — from technical compliance to strategic planning.

  • Accounting Methods & Periods

  • Affordable Care Act Compliance & Consulting

  • Capital Expenditures

  • Compensation and Benefits

  • Fixed Asset Outsourcing & Consulting

  • M&A Tax Considerations

  • Pass-Through Entity Consulting

  • Tax Research

  • Fixed Asset Planning

  • Qualified Opportunity Zone Fund Guidance

  • Tax Accounting Provision Services

  • Tax Legislative Affairs

What Sets Eide Bailly Apart

Our team understands what it takes to build tax strategies that support performance, protect what you’ve built, and prepare you for what’s next. With Eide Bailly, you gain a trusted advisor committed to helping you navigate complexity with clarity and confidence.

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Specialized Expertise

More than 1,000 tax professionals

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Proven Results

42k+ clients served and 100k+ tax consulting jobs performed

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Connected Advisors

50+ offices in the U.S. and abroad

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Navigate new tax legislation with trusted guidance.
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Who We Are

Eide Bailly is a CPA firm bringing practical expertise in tax, audit, and advisory to help you perform, protect, and prosper with confidence.

Get Answers to Your Most Complex Tax Questions
As a Top 20 CPA firm, we bring practical expertise in tax, audit, and advisory services to improve performance, reduce risk, and support long-term growth.
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A comprehensive guide to year round tax planning.

Explore legislative updates, planning opportunities, and practical strategies to help individuals and businesses make informed, tax-efficient decisions throughout the year.

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WHAT OUR CLIENTS SAY
The teamwork in Eide Bailly is unsurpassed. Having each of the functions — the tax preparation, the estate planning, the ESOP, and the wealth management — and to be able to talk to those teams and all be on the same page is a terrific value.
Jim Ohnstad
OK Tire Store

Frequently Asked Questions

  • How does Eide Bailly approach tax consulting?

  • How does tax consulting help manage risk?

  • How is tax consulting different from tax preparation?

  • When should I engage a tax consulting advisor?

  • How do I get started with tax consulting and planning?

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Strategic tax planning, backed by experience.

Our team understands what it takes to build tax strategies that support performance, protect what you’ve built, and prepare you for what’s next. With Eide Bailly, you gain a trusted advisor committed to helping you navigate complexity with clarity and confidence.

Tax Consulting & Planning Leadership

Joe Stoddard

Joe StoddardCPA

Partner/National Tax Office Leader

Joe provides tax consulting services to industries including manufacturing, technology, construction, life sciences, engineering and government contractors. His technical expertise is in the business credits and incentives arena and includes helping clients benefit from various tax incentives programs, working with the IRS to support tax incentives claims, and frequently presenting at conferences and seminars. Joe's current role is to oversee Eide Bailly's National Tax Office (NTO), a resource for clients to help analyze complex tax issues related to business decisions through various tax specialty areas including accounting methods and periods, business credits and incentives, fixed asset services, wealth transition services, international tax, state and local tax, tax exempt organizations, pass-through entities, mergers and acquisitions, ACA consulting, tax controversy, compensation and benefits, tax accounting provision services and tax legislative affairs.
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Stacy Erdmann

Stacy L. ErdmannCPA

Partner/National Tax Practice Leader

Stacy finds the right tax and accounting solutions for the health care and real estate companies that she serves. As National Tax Practice Leader, she leads tax professionals across the firm’s geographic footprint to bring ideas and opportunities to our clients.
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