Tax Strategy & Compliance
Tax is no longer a once-a-year concern. It’s a dynamic, high-stakes environment where decisions ripple across jurisdictions, entities, and generations. At Templeton, we bring calm expertise and future-ready insight to help clients anticipate regulatory shifts, minimise exposure, and optimise outcomes.
Focused Expertise. Forward Thinking.
From complex corporate structures to multigenerational wealth, we bring clarity to every corner of the tax landscape. With insight and strategic intent, we turn compliance into opportunity—always connecting decisions to your bigger picture and long-term goals.
Corporate Tax
We bring clarity to complexity—so you can lead with confidence.
From compliance to structuring, Templeton helps corporations navigate an evolving tax landscape with strategy, precision, and foresight. Whether you’re managing a growing enterprise or facing transactional decisions, we analyze every angle to ensure alignment with your financial goals and regulatory obligations. Our experienced team partners with leadership to anticipate tax risk, optimize entity structures, and create a foundation for long-term growth—because tax isn’t just a cost, it’s a lever for strategic advantage.
Individual Tax
We help you protect what you’ve built—and plan for what’s next.
Templeton’s individual tax services are grounded in insight and tailored to complexity. Whether you're a business owner, executive, or multigenerational family, we work closely with you to align your tax position with your broader financial goals. From wealth preservation to charitable planning to succession strategies, we bring clarity to the evolving rules that affect your life, helping you make smart, forward-looking decisions with confidence and peace of mind.
International Tax
We connect the dots across borders—so nothing gets lost in translation.
Cross-border operations bring opportunity, but also risk. Templeton delivers global tax strategies that align with your business goals while managing exposure across jurisdictions. Whether you’re expanding internationally, managing transfer pricing, or navigating inbound/outbound structures, our team brings deep technical expertise, clear communication, and a proactive approach to ever-shifting international regulations. We simplify complexity—so your business can move forward globally with confidence.
State & Local Tax (SALT)
We decode the patchwork—so you stay ahead of the curve.
State and local tax rules are anything but uniform, and as businesses grow across borders, the risks multiply. Templeton helps you manage nexus exposure, sales and use tax, franchise and income tax, and audit readiness with clear, forward-thinking strategies. Whether you're expanding into new markets or reconciling historical filings, we bring consistency, insight, and compliance discipline to a fragmented landscape—reducing surprises and supporting your long-term tax position.
Tax Planning
We don’t just react—we help you plan with purpose.
Effective tax planning starts with understanding your bigger picture. Templeton partners with businesses and individuals to design strategies that minimize exposure, support growth, and keep you prepared for what’s ahead. From entity structuring to year-end planning to intergenerational wealth transfer, we bring structure, foresight, and intelligence to every decision. In a tax environment that changes fast, we help you stay grounded—with the clarity and control to move forward.
Client Accounting Services (CAS)
Clean, timely books—so tax strategy works in real time.
Templeton’s CAS pairs seamlessly with your tax engagement to keep financials accurate, current, and audit-ready. We handle monthly close, reconciliations, AP/AR coordination, management reporting, and year-end workpapers—reducing friction and surprises. The result: clearer visibility, faster decisions, and a tighter connection between day-to-day operations and forward-looking tax planning. CAS can also extend alongside Family Office Services for more complex needs.