305.446.3177 | info@vdtcpa.com

Tax Consulting & Compliance

Tax FormsOur tax department provides tax consulting and compliance services to individuals, corporations, S corporations, partnerships, limited liability companies, trusts and estates, and not-for-profit entities. Our firm has extensive experience with domestic and international tax matters in areas such as business acquisitions and dispositions, cost segregation analyses, family wealth planning, structuring of foreign investments, intercompany pricing studies, and state and local tax planning. Our corporate tax practice covers a broad range of transactions, including bank and project financing; mergers and acquisitions; offshore companies; state and local tax consulting; sales and use tax; real and personal property tax. We can help you navigate through the many returns you may be required to file.

Strategic tax planning is an intricate part of the filing process. We go beyond advising on best tax strategies. We approach the needs of each individual or business with the goal to help our clients succeed. We have streamlined our tax planning and preparation process so you can focus on your business.

Exempt Organization / Non-Profit Tax Compliance

Tax Exempt Organizations are required to final an annual Form 990 tax return with the Internal Revenue Service (IRS). The IRS recently redesigned Form 990 and made significant changes. The new form and supporting schedules are intended to provide increased transparency and facilitate comparisons between similar types of tax-exempt Organizations. Due to the significant number of non-profit Organizations our firm is involved with we are able to ensure your Organization is competitive and compliant with the new changes to the Form. We understand and are familiar with the new questions and potential implications of answers which are provided in the Form 990 regarding policies and procedures, expanded reporting requirements in areas such as executive compensation and tax-exempt bonds, and additional information required. We are here to assist you in every way possible to ensure the Form 990 is completed accurately, completely, and submitted timely.

 

OTHER SERVICES WE OFFER:

Accounting and Bookkeeping

Agreed-Upon Procedures

Audits Reviews and Compilations | Auditing Service

Business plans | Formulate Business Plan

Business Valuation Service

Certified Acceptance Agent Service

Computing & Technology | Technology Strategies

Consulting | Business and Operations Planning

Forecasting & Projections | Financial Forecasting

Forensic Accounting | Fraud Prevention

Internal Audit | Risk Assessments

International Taxation

Investment Advisory | Financial Planning | VDCPA

Litigation Support

Merger Acquisition Due Diligence | Corporate Finance

Pension Plans | Employee Benefit Plan Audits

QuickBooks Help | Consulting and Assistance

Step Up For Students Agreed-Upon Procedures

The Childrens Trust | Program Specific Audit

Training/Seminars | Guidance On New Pronouncements