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Services
1. Federal & State Returns
2. Corporation (Separate and Combined entities) 3. S-Corporation 4. Partnership 5. Property and Casualty Insurance Company 6. Sales and Use Tax 7. Individual / HNI returns 8. Responding to tax notices, etc. 9. Preparation of estimates and provisions 10. Preparing workpaper and filing extensions for Federal and State -
Skills
1. Analyzing the client financials and determining the tax sensitive items. 2.Handling complex M-adjustments like accruals, deferrals, payrolls etc. 3. Strong understanding of complex calculations like depreciation (Form 4562), gains and loss on sale of fixed assets (Form 4797), business interest expense (Form 8990), COGS (Form 1125 A), Officers compensation (Form 1125 E), R&D Tax Credits (Form 6765), FICA Tip credit (Form 8846), Affiliations Schedule (Form 851) etc. 4. Preparation of K-1 workpapers and issuing partner packages. 5. State experts help in preparing the composite elections documentation and handle the withholding and composite filings. 6. Help in nexus studies and provide support on preparation of complex apportionment workpapers for operating clients. 7. Experienced in using various software commonly used in industry (e.g., CCH Axcess, CCH ProSystem FX, CorpTax, GoSystem, OneSource, Sureprep, Sage, FAS, etc.) 8. Sales and Use Tax compliance and consulting which includes filing VDAs, reverse audit, taxability research, bolt-on system integration. 9. Expertise in individual returns for Expat, Inpat and HNI.
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Sectors
1. Manufacturing 2. Retail 3. Healthcare 4. Distribution 5. Technology / SaaS, etc.
Contact Us
Tax
Conformity & Guidance
Our tax team consists of highly experienced professionals with qualifications like CPA and EA (Enrolled Agent). They have worked for over 6 years at major accounting firms, covering different industries. They can handle everything from collecting data to filing tax returns with the IRS and state agencies. We also help keep records current and ensure compliance. We offer a comprehensive yearly training program designed to refresh and enhance professionals' understanding of fundamental to advanced tax concepts. Our training covers topics such as C-Corp, S-Corp, Passthrough, Individual, and Sales and Use taxes. We also provide simulation-based case studies for forms like 1120, 1120 S, 1120 PC, 1065, 1040, 1041, and related forms to familiarize our team with the software they'll be using.
