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