Tax Strategies and Compliance

Tax and Accounting Services for Trustees and other Fiduciaries

Tax Compliance and Accounting Services
We meld our unique understanding, expertise, and experience with the bankruptcy code and the tax code and expertise in bankruptcy taxation matters in the preparation of:

  • Income Tax Returns for Individual and Business Bankruptcies
  • Monthly Operating and Other Reports for Courts and Other Regulators
  • Payroll Tax Returns and Reports
  • Preparation of Payroll and other Accounting Information

Tax Planning and Management
In the face of changing and complicated tax laws, we guide you with identifying and implementing strategies to:

  • Minimize exposure to risk of audits by taxing authorities
  • Properly utilize IRC Section 505(b) for prompt determination of estate tax liabilities
  • Minimize tax liabilities
  • Maximize cash flow for the bankruptcy estate
  • Maximize the return to creditors

Representation before the IRS and Other Taxing Authorities
We will guide you through examinations by federal and state agencies.  

Tax Services for Other Forensic Engagements

We will apply our knowledge of tax issues to the specific facts of each engagement.