OUR OFFERINGS
Our Offerings are focused, one-on-one advisory support for businesses and individuals requiring expert guidance on
tax compliance, tax planning, cross-border taxation, and related financial matters.
CAS engagements are advisory in nature, clearly scoped, and tailored to the complexity of each client’s situation.
One-Time Financial & Tax Diagnostic
Comprehensive review of financials, accounting practices, and tax positions to identify gaps, risks, and inefficiencies, with clear, actionable recommendations.
Entity Structuring & Tax Optimization
Strategic advisory for entity formation, restructuring, ownership changes, and long-term tax efficiency planning to support compliant, well-structured business growth.
Business Tax Compliance & Planning
Tax compliance and proactive planning support, including return preparation and review, estimated taxes, and alignment of tax positions with business and personal objectives.
State & Local Tax (SALT) Review & Advisory
Advisory support for multi-state operations covering sales tax, franchise tax, nexus analysis, compliance obligations, exposure assessment, and risk mitigation across jurisdictions.
IRS Representation & Audit Support
Professional representation and support for IRS audits, examinations, and tax disputes, focused on efficient resolution, compliance, and risk mitigation.
International Tax Advisory
Advisory support for inbound and outbound tax matters, including foreign income reporting, entity structuring, ownership considerations, and coordination of U.S. and non-U.S. tax requirements.
Federal R&D Tax Credits
Identification, documentation, and advisory support for U.S. federal R&D tax credits, emphasizing accuracy, substantiation, compliant methods, filing coordination, and audit readiness.