S E R V I C E S
IRS Representation
Our wealth of experience dealing with tax authorities ensures that our clients are being properly represented before federal and state tax agencies.
We guide our clients through the audit process, gather complete documentation, and meet with authorities.
OUR IRS TRACK RECORD
Our track record with these representations is stellar, because we are compliant with the IRS code, and because we know the code. We prepare solid returns and maintain the records necessary to support those accurate returns.
We maintain paperless records for all returns we’ve prepared for 7 years. Depending on the level of the investigation, we can respond with a letter and appropriate support, provide a conference room with a binder containing all the requested records compiled in an easy-to-use order, or prepare you personally to deal with the notice/audit yourself.
The Securities and Exchange Commission’s (SEC) finalized cybersecurity rules expand public companies’ cyber risk management and disclosure responsibilities. A host of new requirements not only mandate timely disclosure of material…
Employee turnover often triggers a wave of issues for a company and its human resources department. Even 401(k) retirement plans — one of the most sought-after employee benefits — can…
“An exemption from UNICAP? And no limitation on the amount of business interest expense I can deduct? Sign me up!” Many taxpayers (and their tax return preparers) have eagerly embraced…
Two significant regulatory changes to retirement plans require immediate attention from plan sponsors, both to ensure current operational compliance and to comply with upcoming deadlines. Many long-term, part-time (LTPT) employees…
