Filing & Audit Defense
- Preparation and filing of federal and state tax returns
- Review of IRS and state notices and correspondence
- Direct representation before IRS and state taxing authorities
- Audit preparation, documentation support, and response management
- Resolution of examination findings and follow-up compliance
Estate, Trust & Gift Tax Preparation
- Collection and review of estate, trust, and gift documentation
- Preparation of Forms 706, 709, and fiduciary tax returns (Form 1041)
- Identification of available deductions, exemptions, and credits
- Coordination with legal and financial advisors as needed
- Filing of returns and support for related tax notices
Cost Segregation Study & Fixed Asset Tracking
- Review of property acquisitions and capital improvements
- Coordination of cost segregation studies to accelerate depreciation
- Classification and allocation of assets by recovery period
- Ongoing fixed asset tracking and depreciation schedules
- Reconciliation of fixed assets with tax returns and financial records
Entity Filing & Compliance Monitoring
- Monitoring of annual reports and statutory filing deadlines
- Preparation and filing of required state and federal entity documents
- Maintenance of entity compliance status and good standing
- BOI and regulatory compliance coordination when applicable
- Ongoing compliance reminders and filing support
Prior-Year Return Amendment (1040X, 1120X, 941-X)
- Review of previously filed tax returns and payroll filings
- Identification of errors, omissions, or missed opportunities
- Preparation and filing of amended federal and state returns
- Refund recovery or liability correction support
- Correspondence handling related to amended filings
IRS Payment Plans & Offer In Compromise
- Review and analysis of outstanding tax liabilities
- Preparation of financial disclosures required by the IRS
- Negotiation of installment agreements or Offers in Compromise
- Submission of applications and follow-up with the IRS
- Ongoing compliance monitoring during resolution period
Safe Harbor Planning
- Calculation of estimated tax payment requirements
- Safe harbor analysis to minimize underpayment penalties
- Planning for quarterly estimated tax payments
- Coordination with cash flow and year-end tax strategies
- Ongoing adjustments based on income changes
Succession & Exit Planning
- Financial and tax analysis for ownership transition or exit
- Evaluation of tax implications of sale, transfer, or restructuring
- Coordination with legal and financial professionals
- Planning for continuity, valuation considerations, and timing
- Support throughout transition and post-exit compliance
Foreign Income Reporting (FBAR, FATCA, Form 8939)
- Review of foreign financial accounts and assets
- Preparation and filing of FBAR and FATCA reporting forms
- Compliance with U.S. international tax disclosure requirements
- Correction of prior non-compliance when applicable
- Ongoing monitoring and reporting guidance
Payroll & Sales Tax
- Payroll setup and ongoing processing compliance oversight
- Calculation and filing of federal, state, and local payroll taxes
- Sales and use tax registration, preparation, and filing
- Monitoring of changing payroll and sales tax rates
- Resolution of payroll or sales tax notices and penalties
