Tax Services
Tax Initiatives
Our team of experts will explore the latest tax planning ideas to determine whether they can be implemented for applicable clients. The group will develop internal and external communications along with implementation plans.
Tax services include:
Federal Tax Matters
Through resourceful and effective tax planning, we find innovative ways to help you realize savings and reduce risk and inefficiencies—so you can focus on growing your business.Navigating a constantly evolving tax code is complicated and can easily lead to missed opportunities. Our tax professionals will guide you through successful compliance with legislative amendments, court rulings and regulatory developments—and will constantly monitor these changes to keep you informed of their effect on your business.
We provide our clients with the most proficient and in-depth technical expertise; and through resourceful and effective tax planning, we find innovative ways to help you realize savings and reduce risk and inefficiencies,so you can focus on growing your business
Federal Tax Services:
- Tax Return Compliance
- Transactional Structuring
- Transfer Pricing Consultation and Studies
- Tax Due Diligence Reviews
- Research Credit Calculations
- Tax Credits Identification
- Fixed Asset Services
- International Tax Assistance
- Federal Income Tax Planning
- Non-profit tax filing: Preparation and review of Federal Forms 990, 990-T and 990-PF
- Preparation and review of state charitable and income tax filings
- Applications for exempt status (Forms 1023, 1023-EZ and 1024)
- IRS and state controversy representation
- Unrelated business income reviews and tax planning
- Intermediate sanctions studies
- Independent school and higher education tax services
- Fringe benefits, perquisites and deferred compensation consulting
- Accountable plan reviews for meals, entertainment and travel
- Donor, fundraising and public support matters
- Worker classification consulting
- Lobbying and political activity
- Joint ventures, taxable subsidiaries and related organizations planning
- Tax-exempt bond compliance
- State tax matters
- International tax matters
- Various other filing requirements
- 12-Point Tax Diagnostic
- Non-profit Tax Boot Camp for Executives
- Corporation Income/Franchise Taxes
- Pass-Through Entity Taxes
- Sales and Use Taxes
- Property Taxes
- Employment Taxes
- Personal Income Taxes
- Miscellaneous Taxes
- Tax Credits and Incentives
- Tax Return Preparation and Reviews
- Nexus Consulting and Tax Liability Analysis
- Voluntary Disclosure or Amnesty Representation
- State Tax Planning
- Tax Due Diligence
- Audit and Appeals Defense
- Sales and Use Tax Determinations
- ASC 740-10 and ASC 450 Analyses
- Request Tax Rulings
- Monitor State Tax Developments
- Unclaimed Property Assistance
- expand the economic benefits of company initiatives
- avoid paying unnecessary taxes
- improve earnings before interest and tax, net income, and shareholder value
- obtain immediate tax refunds
- manage operational costs
- Determine what activities qualify as research
- Identify what expenditures qualify for the credit
- Compile the documentation that sufficiently supports your research
- Elect an advantageous credit computational method
- Income tax projections and preparation
- Tax analysis of real estate and business purchases and dispositions
- Equity compensation planning
- Multi-generational tax planning
- Divorce planning
- Wealth transfer planning
- IRS and state controversy representation
- Residency issues
- Federal and state tax return preparation
- Discuss and identify your wealth preservation goals
- Read your wills, trust instruments and review your schedule of assets
- Estimate estate taxes under current estate plans, if any exist
- Strategize alternatives and quantify potential tax savings
- Examine any family owned business issues, including valuation, alternative methods of paying estate tax and the transfer and/or disposition of business interests
- Plan for assets with unique estate tax attributes, including retirement plan and life insurance benefits
- Identify potential liquidity problems caused by federal and state estate taxes, generation-skipping transfer tax, debts, cash bequests, necessary funds for the continued operation of the family business, probate, administration costs, etc.
- Develop a lifetime gift program utilizing appropriate vehicles such as annual exclusion gifting, family limited partnerships, charitable trusts and qualified personal residence trusts
- Help you communicate and discuss your plan with your family to ensure there is a mutual understanding of your plan and a commitment to it
- Ensure the proper implementation of the estate plan
- Prepare estate, gift, fiduciary and non-profit tax returns
- Review and update your plan as family or business situations change
- Prepare estate and trust accountings when needed