US Tax Compliance Services: Federal, State & Sales Tax

Federal & state direct tax

Return preparation and compliance, handled end to end.

Maintenance of federal/state tax return tools & control workbooks
WWNI reconciliations & legal entity population checks
Preparation of Form 1120, 1120-S and aligned schedules (4797, 4562, Schedule C/D)
M-1 calculations & tax adjustment workpapers
State apportionment analysis
State tax return preparation & supporting workpapers
Quarterly estimated tax calculations
Preparation of Form 1065 and Schedule K-1 for partners/members
Filing Form 7004 for extensions and other supporting federal/state forms
Support for acquisitions, mergers & internal restructuring

Provision & international reporting

ASC 740 provision work and the foreign-reporting forms that come with it.

Maintenance of tax provision and accounting tools
ASC 740 support & UTP/VA support
Current & deferred tax reconciliations
Tax settlements & tax payable validations
Preparation of Forms 5471, 8858, 8865, 8621
Foreign tax credit, GILTI & FDII workpapers
International tax benefit analysis
OneSource Tax Provision (OTP) & OIT platform support
Clearing e-file errors

Tax planning & close

Discipline in the monthly and quarterly tax close.

Structured workpapers, clean reconciliations and consistent reporting, so tax outcomes are transparent and predictable rather than a surprise at year end.

Effective tax rate analysis
Tax implications of internal restructuring
Quarterly tax estimate calculations
Foreign tax credit capacity and international tax benefit analysis
Tax balance sheet analysis
Tax eliminations
Close journals, reconciliations & recurring adjustments

Sales & use / indirect tax

Multi-state indirect tax compliance, covered every month.

State rules shift constantly. We take charge of filings, reconciliations and reporting so every jurisdiction is covered accurately and on time.

Sales & use tax calculation & reporting across jurisdictions
Exemption certificate management
Nexus determination (physical & economic)
End-to-end preparation & filing of monthly, quarterly and annual returns
Integration with automation platforms (Avalara, TaxJar and similar)
Monthly reconciliations & indirect tax reporting
Support with notices, audits & state correspondence

Tell us where your tax close is straining.

Thirty minutes is usually enough to tell if we are a fit.

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