Complex Return Preparation & Review
Form 1065: Partnerships and multi-member LLCs.
Form 1120S: S-Corporations.
Form 1120: C-Corporations.
Form 1040: High-Net-Worth Individuals (HNWI) with complex multi-state and multi-K-1 filings (up to 42+ K-1s).
Fiduciary Taxation: Core compliance for trusts and estates.
Advanced Partnership & Corporate Tax Matters
IRC Section 704(b):
Capital account maintenance and partnership allocations.
IRC Section 1031: Like-kind exchanges.
IRC Section 754: Optional basis adjustments and step-ups.
IRC Section 163(j): Business interest expense limitation calculations.
IRC Section 199A: Qualified Business Income (QBI) deductions.
Distribution Waterfalls: Complex partner waterfall models and cash distributions.
Entity Elections: Form 2553, Form 8832, and associated strategic entity restructuring.
Multi-Jurisdictional State & Local Tax (SALT)
State Income Tax: Multi-state corporate and pass-through entity returns.
Sales & Use Tax: Compliance across multiple state jurisdictions.
Specialized Local Tax: Lodging Tax, Meals & Beverage Tax, and Cigarette Tax compliance.
Tax Advisory & Representation
IRS & State Controversy: Tax resolution, audit support, and mitigation with the IRS and state revenue agencies.
Tax Planning & Projections: High-level strategic forecasting, quarterly projections, and year-end estimates.
Accounting & Financial Reporting (GAAP & Advisory)
ASC 606: Revenue from Contracts with Customers.
ASC 842: Lease Accounting compliance.
ASC 740: Income Taxes accounting.
Write-Up & Close: Year-end cleaning, complex adjusting journal entries (AJEs), and financial statement finalization.