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Tax Planning and Compliance Services

Whether we like it or not, today's tax laws are so complicated that complying with all of the tax laws and rules can be confusing. Whether you are an entrepreneur, an investor or a large corporation, you need help to assemble relevent information, navigate the complex tax laws and structure your investments and business operations in the most tax efficient manner. There's just no substitute for the assistance of an experienced tax professional.

Federal Income Taxes

  • Preparation of U.S. Income tax and information returns

  • Tax planning and consulting

  • Income tax accounting and financial reporting

  • Tax controversy in connection with IRS examinations

 State & Local Income/Franchise Tax

  • State Income Franchise Tax planning and compliance

  • Mergers and acquisitions state tax planning, including due diligence

  • Support and management of examinations by state and local government authorities

 Transaction Services

  • Mergers and Acquisitions - Structuring and Due Diligence

  • Real estate investment structuring advisory

  • Partnership/joint venture transaction analysis

  • Multi-tiered real estate investment structures

  • Structuring foreign investments in U.S. real estate

  • Structuring tax-deferred transactions under 1031

Tax Department Outsourcing

Our service offering encompasses all Corporate Tax Department functions including:

  • Preparation of federal and state income, franchise and tangible property tax returns

  • Preparation of Income Tax Provisions on a quarterly, semiannual or annual basis in accordance with ASC 740 and international standards, complete with audit-ready workpapers, journal entries, and financial statement footnotes

  • Preparation of analysis and supporting memoranda for evaluating uncertain tax positions (FIN 48) and deferred tax valuation allowances.

Non-Profit Organizations

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. Rothbard & Company can help new organizations file for and obtain tax-exempt status and help existing organizations with their annual compliance obligations that can be quite complex.

If you'd like to receive more information about our Tax Services, please complete this form.

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