Compliance

TAX PLANNING AND COMPLIANCE 

Our technical expertise and innovative thinking enable us to pinpoint the tax issues unique to you and to minimize your tax obligation. We also provide efficient and accurate preparation of tax returns.

Our Compliance Services

Unique Quality Control

Tax Compliance is more than just putting numbers in boxes.  It’s about covering your back.  We prepare returns as correctly as possible as our CPAs are extensively trained in “outcome/expectation analysis”.  This process requires our CPAs to analyze the tax input and develop an expected outcome and then reconcile the outcome to the expectation.  This process minimizes errors of all kinds.

IRS Audit Exposure Recognition

The second key our CPAs are trained in is “IRS exposure recognition.”  Our CPAs know that certain lines on a tax return are highly sensitive to the IRS.  We fully understand that it is our responsibility to prepare a correct return, but we also know that presentation and discretion can avoid problems in the future.

Tax Forms Expertise

There are more than 1200 IRS forms that are revised constantly.  The following is a short list of the more common ones we prepare:

Form 656 Offer in Compromise

Form 706 United States Estate Tax Return

Form 709 United States Gift Tax Return

Form 720 Quarterly Federal Excise Tax Return

Form 940 Employer’s Annual Federal Unemployment Tax Return (FUTA)

Form 941 Employer’s Quarterly Federal Tax Return

Form 945 Annual Return of Withheld Federal Income Tax

Form 990 Return of Organization Exempt from Income Tax

Form 990-PF Return of Private Foundation

Form 990-T Exempt Organization Business Income

Form 1023 Application for Recognition of Exemption Under Section 201(c)(3) of the Internal Revenue Code

Form 1024 Application for Recognition of Exemption Under Section 501(a)

Form 1040 US Individual Income Tax Return

Form 1040-NR US Non-resident Alien Income Tax Return

Form 1041 US Income Tax Return for Estates and Trusts

Form 1045 Application for Tentative Refund

Form 1065 US Return of Partnership Income

Form 1099 Informational Returns

Form 1120 US Corporation Income Tax Return

Form 1120-C US Income Tax Return for Cooperative Associations

Form 1120-F US Income Tax Return of a Foreign COrporation

Form 1120-H US Income Tax Return for Homeowners Associations

Form 1120-IC-DISC Interest Charge Domestic International Sales Corporation Return

Form 1120-S US Income Tax Return for an S Corporation

Form 1139 Corporation Application for Tentative Refund

Form 2553 Election by a Small Business Corporation

Form 3115 Application for Change in Accounting Method

Form 5471 Information Return of US Persons with Respect to Certain Foreign Corporations

Form 5472 Information Return if a 25% Foreign-Owned US Corporation or a Foreign Corporation Engaged in a US Trade or Business

Form 5500 Annual Return / Report of Employee Benefit Plan

Form 8855 Election to Treat a Qualified Revocable Trust as Part of an Estate

Form 9465 Installment Agreement Request

Form TD F 90-22.1 Report of Foreign Bank and Financial Accounts