WHAT SERVICES DO WE PROVIDE?

We offer a variety of services including tax planning, tax compliance and representation, accounting and auditing, bank collateral audits, internal control evaluations, personal financial statements and more are listed below.

TAX

We offer comprehensive tax services, including preparation, planning, and representation services. With over 30 years of experience providing tax services, we are highly regarded by peers and clients in the areas of international taxation, business restructuring, and gift and estate taxes.

PREPARATION

  • We prepare income tax returns for all business entities, including returns of multi-national and multi-state corporations. Among our clients are the U.S. subsidiaries of several overseas publicly traded companies and foreign corporations conducting business in the U.S.

  • We prepare individual income tax returns. A considerable number of our clients are business owners and investors with high net worth and high income. We also prepare non-resident individual returns for a number of foreign investors and executives who have significant investments in the U.S.

  • We prepare gift and estate tax returns for U.S. citizens and nonresident aliens, as well as related fiduciary income tax returns for estates and trusts.
PLANNING

  • We provide overall tax planning to minimize the tax burden of our closely-held business clients, their owners, and their families. We also assist clients with transferring their net worth to the next generation by delivering gift and estate tax planning services.

  • We believe tax planning is an on-going endeavor. We usually meet with our clients at least quarterly to keep them informed of their businesses and strategize on minimizing the tax impact. We keep our clients informed of the latest legislative and administrative changes and advise them on how to take advantage of new laws and regulations.

  • We provide transactional tax planning services such as for business acquisitions and dispositions, real estate transactions, corporate mergers, and foreign corporations doing business in the U.S. We have considerable expertise in the area of tax planning for corporate restructurings.

  • We assist our clients in identifying and implementing the most tax advantageous structure for their businesses, setting up the structure and applying all the necessary registrations and licenses.
Uncertain Tax Positions AND TAX ACCRUAL STUDIES

  • We assist our corporate clients in assessing uncertain tax positions and draft disclosure as required under U.S. GAAP.

  • We also assist clients with complicated corporate and tax issues preparing tax accruals for audits by their independent auditors, usually subsidiaries of multi- national listed companies audited by a Big Four auditing firm.
REPRESENTATION

  • We represent our clients before federal and state tax authorities for different tax matters, including income, franchise, and estate taxes. In cases where we do not reach resolution with the field auditors, we expand our representation to include appearances before the Appeals Division of both the Internal Revenue Service and the State Tax Appeal Boards for income and franchise tax cases.

  • We also represent clients before state and local tax authorities for property, payroll, sales and other local business tax matters in view of increasingly aggressive state and local tax agencies.