Tax Consulting

Tax Consulting

Truly effective tax consultation must be proactive in nature. Tax rules and regulations change continuously. You should expect sophisticated tax advice from professionals who are not only experienced, but more importantly, accessible and committed to outstanding client service.

Many of our tax professionals were previously with large national firms and have since joined Rome Associates, LLP because they desire to build close advisory relationships with their clients. Our tax professionals work closely with our audit partners and managers to foster collaboration both within the firm and with you. We realize that clients have varying needs and goals, and that is why our tax professionals maintain an intimate relationship with every client they service. Through the observance of daily tax reports and the latest online services, our tax professionals keep abreast of the most recent tax legislation, court rulings, and government notices. We will advise you throughout the year on tax and related business issues. In addition, you will receive monthly updates on current tax, business, and personal issues, including planning suggestions.

A SAMPLE OF OUR SERVICES

Technical Services	Preparation of income tax projections and tax returns, correspondence with various governmental agencies regarding return issues and estimated income tax payments, advice regarding structuring tax motivated transactions, review of various transactions for income tax risk, calculation of taxable annual fringe benefit amounts, and consultation concerning estate planning issues including wills, life insurance, gifts, and business transition.
Compliance	Preparation of estate and gift taxes, annual reports, personal property tax returns and not-for-profit returns, and compilations where formal financial statements are unnecessary.
Tax Representation	Income, gift, estate and sales, and unemployment tax audits; IRS and other agency collection issues.
Transactional Consultation	Evaluation of the ramifications of various transactions including buying, selling and merging businesses; the receipt of compensation, including stock options; the purchasing of investments; and, interstate income and sales tax issues.
Corporate Consultation	Registering or terminating activity in a particular state; managing interstate tax risks.
Retirement Consultation	Calculation of required minimum distributions and maximum allowable annual contributions, selection of minimum distribution elections, and retirement plan strategy evaluation.