Tax Compliance

Tax Compliance

 

Strategy to Move Your Forward

We have the expertise to address a broad variety of common tax compliance challenges associated with government tax requirements for individuals and businesses.

Individuals

Our professionals can assist individuals by properly preparing and filing federal and state income tax returns, including children/grandchildren trust returns, family and/or friend gifts, or foreign-owned assets.

Businesses

Your focus should be on running your business, not spending time determining which income and payroll tax returns and reports need to be filed, how to prepare them, and when. Our team can effectively manage the many tax compliance/reporting requirements and help you avoid what can be significant penalties for not filing or late filing, so you can concentrate on other important matters, such as the success and profitability of your business.

Returns and Reports

  • Income Tax Returns
    – Federal and State Income Tax Returns, for Individuals, Corporations, Partnerships, and Trusts
    – Making Special Tax Related Elections Documents
    – Special Reports for Foreign-Owned assets and/or Doing Business Outside the U.S.
  • Payroll Tax Reports
    – Federal and State Returns to Report Taxes Withheld from Employees’ Wages and the Employer’s Matching Share
    – Federal and State Unemployment Tax Returns
    – Employee W-2s
    – 1099s for Payments to Independent Service Providers and Interest Paid on Loans
  • Sales Tax Returns
    – State and Municipalities Returns
    – Federal Excise Tax Returns
    – Use Tax Returns
    – Cash Transaction Reports
    – Sale of Titled Property Returns
    – Bulk Sales Reports
  • Other
  • Secretary of State Annual Reports
  • Retirement Plan Reports
  • Not-For-Profit Organization Filings
  • Foreign Bank Deposits and Investment Accounts Reports
  • Unclaimed Property Reports
  • Estate and Gift Returns
  • Business Census Reports

An engaged, diligent approach to tax compliance
in advance can save thousands in penalties and
fees trying 
to correct noncompliance after the fact.

Joseph P. Roznai

CPA, CGMA, Partner

Joseph P. Roznai

Joseph P. Roznai

CPA, CGMA, Partner

Laurie Kaplan

Laurie Kaplan

CPA, Partner

Judy Mason

Judy Mason

CPA, CVA, CEPA, Partner

Susan Waterloo

Susan Waterloo

CPA, Partner

Resource Article

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