We oversee tax compliance with an emphasis on accuracy, defensibility, and alignment with planning positions. Our work is designed to withstand scrutiny and integrate seamlessly with broader advisory efforts.
Preparation and review of complex federal and state tax filings
International reporting - E.g., Forms 5471, 8865, 8858, 5472, 8621, 8938, 3520 FBARs, etc)
Partnership and corporate tax compliance
IRS and state notice management
Compliance risk review and issue spotting
Coordination with client accounting teams and external advisors
Ongoing advisory tied to filing positions
