Services

Personal Taxes

Your tax return will be prepared by an experienced tax preparer who understands the nuances of taxes and hence limits contacts by the IRS. The returns are rechecked by the professional tax preparation software providing the best combination in preparing your tax returns. Your tax return can be filed electronically so you will get a refund back quicker.

Business Taxes

Today’s tax environment brings home a world of challenges. It’s an environment in which tax authorities seek to maximize revenue, and where every tax decision an organization makes may come under increasing regulatory and legislative scrutiny. Having a tax consultant allows you to focus on the core business leaving the IRS worries to the professionals.

International Relocation Taxes

Relocation is a big change for you and your family. Getting settled in the country is your top priority. Understanding the tax laws and how they apply to you for your incomes across the two countries is not something you want to deal by yourself. We step in to help you take that ambiguity out and you have the backing of professional who will stand by you should IRS have any questions about your tax returns.

Day-to-Day Tax Consulting Services

Tax Consulting: We will answer all of your questions, as they impact both your tax and financial situations. Due diligence, consulting and research are included. We will advise you to setup face to face time, in person or Online.

Document Management:Document Management is a rather detailed process, which when professionally managed is relatively painless and very secure. If unmanaged, you risk loss of documentary evidence and maybe liable for poor record keeping as well as audit issues. On the other hand, keeping records for too long can be counterproductive leading to excessive documentation and liability issues in due course of time. We can help drive the right practices and setup the proper document retention processes and procedures for you on a retention Basis or through annual audits.

Tax Provision Services

Small Businesses, Household employers, corporations, special tax situations, all need to pay advance taxes. Engaging our services ensure that you are complaint with your tax responsibilities at all times.

Tax Controversy Services

Our professional’s help people understand, anticipate and strategically respond to the IRS, from the beginning of a controversy to its final resolution. Primary services include IRS Exam Consulting and Appeals Assistance, and Alternative Dispute Resolution. Our services cover, but are not limited to:

Transaction Documentation Assistance We can work with you during the planning phases of your transactions to ensure correct documentation.

General Examination Tax Consulting Assistance Including Pre-Filing / Pre-Examination Assistance We assist during the examination, and assist with pre-filing procedures such as advance rulings, PFAs and Voluntary Disclosure Agreements (VDAs).

Exam Guidance and Traditional Appeals Assistance During the Examination phase, we can assist with data accumulation and preparation of responses to Information Document Requests and other requests for information. We also provide strategic consulting advice, prepare protests to Appeals, and represent clients during the Appeals process.

Alternative Dispute Resolution (ADR) We represent you in all ADR processes including Fast Track Mediation, post Appeals Mediation and post Appeals Arbitration.

Interest Computation and IRS Transcript Review The Complex Interest practice analyzes and identifies errors on IRS transcripts, which may reduce interest liabilities or generate refunds on your behalf. In addition, the group performs interest computations and can work with IRS interest professionals to help ensure correct and accurate computations.

Shared CFO Services

Having a full time finance lead is overhead most startups cannot afford, but having an insider that can be trusted with confidential information and have expert advice on hand is required to be successful in the business space. A part time CFO fills that gap by sharing his time across many organizations but acts in your best interest of each proactively. The CFO finds his role fulfilling as he/she is running a number of corporations and learning and broadening their lookout as well as become a major resource for cross leverage and alliances. That means, being available to review not just the transactions that have happened but being available for transactions that the company may be looking at getting into, running “what if” scenarios, and really being part of the organization, that “trusted advisor” role that is most required.