Tax

We are dedicated to optimizing your tax plan while staying compliant with tax law. We gain a thorough understanding of your business in order to develop a wholistic tax strategy, which covers legal and tax structure, state and local nexus and registration, use of international subsidiaries, potential tax credits, and other tax planning tools.

We are dedicated to optimizing your tax plan while staying compliant with tax law.

We gain a thorough understanding of your business in order to develop a wholistic tax strategy, which covers legal and tax structure, state and local nexus and registration, use of international subsidiaries, potential tax credits, and other tax planning tools.

Your tax strategy is monitored throughout the year then leveraged while preparing your tax returns. Our team is proactively researching and analyzing how tax laws are changing and constantly updating clients’ strategies to optimize tax savings. We stress quality, accuracy, compliance, and efficiency, but most importantly we treat your tax plan as if it is our own.

Tax services include, but are not limited to:

  • Preparation of individual (Form 1040) and state and local tax returns
  • Preparation of Form 1120 (corporation), 1120S (S corporation), 1065 (partnership and LLCs)
  • Preparation of 990 and other various state filing forms for tax-exempt entities
  • Preparation of state and local returns
  • Preparation of various forms for foreign persons’ U.S. source income including
  • Forms 1040NR, 1042, 8804, and 8805
  • Sales and Use tax – state and local – including nexus study
  • Federal tax planning
  • State tax planning – including nexus study

Advisory

Our Advisory practice is designed to meet the demands of various value-added projects that do not fall within the tax or accounting spectrum.

Our Advisory practice is designed to meet the demands of various value-added projects that do not fall within the tax or accounting spectrum.

This includes, but is not limited to:

  • Accounting system analysis and implementation
  • Defining finance and tax requirements for applications
  • Finance integrations into SAAS and other applications
  • Accounting workflow analysis and review
  • Multi-state charitable solicitation registrations
  • Tax account registrations
  • Business registrations