Our Services

Providing expert second opinions and strategic tax reviews for practitioners

Technical Review

We can provide a high level review of your compliance filing draft to confirm accuracy, tax election and required statement reporting, and jurisdictional compliance.

Some less standard forms we can assist with a technical review:

• Form 3115 Change of Accounting Method

• Form 2553 S Corporation

• Form 8997 QOZ gain deferral

• For 6765 R&D credit forms

• 469 Grouping Elections

• Repair expensing elections (beyond de minimis safe harbor)

• F reorganization statements

• Loss corp statements

• Various state PTE election forms

• And many more

Strategy Support

Tailored strategic advice to help practitioners implement effective tax solutions including the following:

• Individual Related Strategies:

  • Income management for SALT optimization

  • Roth Conversions

  • Charitable giving strategies

  • Maximizing QSBS exclusion

  • QOZ expiration and new program

• Business Related Strategies:

  • Entity structure analysis

  • Succession Planning

  • Pass through entity tax elections

  • Cost segregations

  • Optimize depreciation deductions

  • Tax credit opportunities - R&D, CHIPS, WOTC, etc

  • State filing nexus studies