Tax Compliance
Comprehensive tax planning and compliance solutions for individuals, business entities, trusts & nonprofit organizations.
- Individual (Forms 1040 & 1040-NR)
- Partnership (Form 1065)
- S Corporation (Form 1120-S)
- Corporation (Forms 1120 & 1120-F)
- Trust & Estate (Form 1041)
- Nonprofit (Forms 990, 990-PF & 990-T)
- Charitable Trust (Form 5227)
- Gift Tax (Form 709)
- Foreign-Owned LLC (Form 5472)
Tax Controversy
Assist individuals and businesses resolve federal, state, local, and international tax disputes.
- Defense of IRS audits
- Response to IRS notices
- Defense of state & local tax audits
- IRS penalty defense
- Streamlined filing compliance procedures
- Delinquent international returns
- Delinquent FBAR submissions
International Taxation
Assist individuals and businesses with transactional planning, structuring, and compliance on cross-border tax issues.
- Tax treaty analysis
- Cross-border transfer pricing
- Controlled foreign corporation (CFC) disclosure (Form 5471)
- Passive foreign investment company (PFIC) disclosure (Form 8621)
- Foreign disregarded entity (Form 8858)
- Foreign trust & gift (Form 3520)
Entity Selection & Structure
Provide solutions to individuals and businesses regarding which entity structure & jurisdictions are most advantageous.
- Choice of U.S. vs non-U.S. jurisdiction
- Entity selection (LLC, Corp, LP, Trust)
- Entity Classification Election (Form 8832)
- S Corporation Election (Form 2553)
- Holding company structures
Tax Policy Research
Provide authoritative knowledge and insight into the intracacies of U.S. tax policy and how those policies impact your business.
- Review impact of pending federal, state & international legislative changes
- Statutory & regulatory analysis
- Review compliance & enforcement trends
- Case law review
Tax Advisory
Provide tax advisory solutions to individuals, families, businesses, and investment funds on various tax related issues.
- Tax planning solutions for individuals and businesses to minimize overall impact on income, sales, excise & wealth taxes
- M&A tax planning solutions for the sale or purchase of an existing business
- Provide estate & wealth transfer strategies for high-net worth individuals