Tax Planning & Compliance
While most accounting firms can competently prepare a business or personal tax return, far fewer excel at tax planning. At EisnerLubin, clients receive periodic, consultative business and personal tax advice that helps them better prepare for the future, manage costs, improve efficiency, and achieve greater profitability.
Tax planning requires a long-term, comprehensive approach. That’s why EisnerLubin’s partners ask clients in-depth questions about their business and personal plans to help make better financial decisions today and in the future. Our professionals stay current on all new tax legislation, credits and rebates to ensure clients take advantage of every opportunity available.
Specific tax planning and compliance services include:
Research and planning for individual and corporate transactions
- Corporate mergers, acquisitions, divestitures
- Corporate and individual assets acquisitions
- Structuring real estate acquisitions and dispositions
- Evaluation of tax consequences for various investment vehicles
State and local tax planning
- State and local income and sales tax consequences of various transactions
- Individual income tax planning
- Residency and domicile planning
- Representation before state and local taxing authorities including residency audits
International tax planning
- Advice to U.S. taxpayers on U.S. tax consequences of living or working abroad
- Advice to non-U.S. citizens or residents about U.S. income and estate tax consequences of living and/or working in the United States
- Structuring acquisitions of U.S. assets by non-U.S. persons to minimize Federal and state income and estate taxes
- Coordination with foreign accountants or tax advisors regarding U.S. and foreign tax filings
Tax compliance
- Preparation of federal, state and local income tax returns for individuals, partnerships, S corporations, C corporations, LLCs, estates, trusts, charitable organizations, pension plans, etc.
- Representation before federal and state taxing authorities
- Internal Revenue Service or state tax ruling requests
Questions? Seeking more information? Please contact Robert Demmett at 212 829 3210 or email him at rdemmett@withum.com.