Income Tax Compliance & Provision
OFFERING OVERVIEW
Annual federal and state compliance, ASC 740 provision preparation, and value capture through R&D credits and apportionment review, owned by Big Four-trained tax professionals. Our senior tax professionals use AI-assisted research and compliance review to stay focused on planning and strategy rather than manual filing work, so clients get one cost-effective provider across tax and the rest of their finance function.
Included capabilities
Income Tax Compliance
Federal and state filings, on calendar, every year, without the year-end scramble. Annual federal and state filings with calendar management, estimates, and extensions.
Income Tax Provision
An ASC 740 provision your auditors and investors can rely on. ASC 740 provision covering current and deferred taxes, book-to-tax differences, and uncertain positions.
R&D Tax Credit Filing
An R&D credit study priced so there's no risk if we don't find one. Annual analysis of qualified R&D activities to determine credit eligibility; fees based on a percentage of credit generated.
Apportionment Study
State apportionment set correctly, based on where the revenue actually is. Reviews historical revenue, payroll, and property data to set proper state apportionment.
Audit Support (Tax)
Senior tax support the moment an income or sales tax audit lands. Ad hoc support for income or sales tax audits.
