Tax return preparation for limited liability companies, partnerships, corporations, and other business entities.

Business tax planning, including:

• Entity selection and multi-entity planning

• Qualified business income deduction planning

• State pass-through entity tax election planning

• Passive activity grouping elections

• Sec. 1202 qualified small business stock planning

• Capital expenditure planning

• Profit sharing and retirement account planning

• Advising on reasonable compensation issues

• Debt basis planning for S corporations

• Ad-hoc consulting for specialized issues

Mergers and acquisitions services, including:

• Advising on proceeds allocations in asset purchase agreements

• Advising on sec. 751 “hot asset” and depreciation recapture issues

• Advising on sec. 754 elections and related issues in partnership transactions

• Advising on disguised sale issues in new-partner transactions

• Advising on nonrecognition transactions under sec. 351 and sec. 368

• Advising on conserving qualified small business stock status in equity-for-equity transactions

• Advising on basis issues and recalculating partners’ and shareholders’ basis in their equity interests

Tax return preparation for individuals, frequently with any of the following situations:

• Traders in securities or investors in trader funds

• Private equity and venture capital fund investments

• Carried interest, management company interests, and/or general partner interests

• Real estate investors and operators of multi-family, short-term rental, commercial, and single-family properties

• Self-employed individuals and small business owners

• Beneficiaries of inherited wealth

Individual tax planning, including:

• Passive activity planning including grouping elections and timing of dispositions

• Advising impacted individuals on real estate professional status issues

• Advising founders on large equity transactions

• Planning for grant, vest, exercise, and sale of company stock interests

• 83(b) election planning and preparation

• Advising executives on deferred compensation plans and sec. 409(A) excise tax issues

• Advising on qualified opportunity zone investments, including QOZ fund investments

• Advising on trader-in-securities fund investments

• Self-employed retirement account planning

• Charitable planning, including utilizing DAFs and QCDs

• Planning for tax-optimized retirement withdrawals

Preparation of tax returns for 501(c)(3) organizations including public charities and private foundations. We work with various types of organizations, including:

• Health and wellness -focused organizations

• Religious organizations

• Schools and education-focused organizations

• Chambers of commerce and business professional organizations

• Performing arts organizations

• Private foundations

• Any of the above organizations with unrelated business income required to file form 990-T and state equivalents

Advising on unrelated business income tax issues, private foundation excise tax issues, and disclosure issues

Financial statement preparation and compilation

Preparation of income tax returns for trusts and estates. We work with trustees, beneficiaries, and estate planning attorneys to ensure all filing requirements are satisfied.

Advising trustees and beneficiaries on issues such as:

• Planning for required and discretionary distributions

• Charitable planning at trust or beneficiary level

• Planning for sale of trust or estate property

• Planning for distributions from IRAs held in trust, including required minimum distribution calculations

Preparation of federal and state gift and estate tax returns. We work in partnership with estate planning attorneys to ensure that tax filings are consistent with clients’ estate plans.

Full-service bookkeeping and payroll services for businesses and nonprofit organizations.

We often provide these services as part of a combined tax and accounting services package - including bookkeeping, payroll, ongoing tax planning, and year-end tax return preparation - for a fixed monthly price.