TAX DIAGNOSTIC SERVICE
Our Tax Diagnostic Services have generated thousands of dollars in IRS refunds for more than 80% of new clients. For all new clients, our team conducts a thorough review of the company’s tax returns for the past three years. We meet with the company’s ownership, management, and key stakeholders to better understand the tax and financial objectives as well as the existing accounting and tax policies. Next we will perform certain diagnostics and analyses to identify opportunities for additional tax savings.
Within about one week, our team presents new clients with a broad, short and easy to understand report that covers:
Federal and state taxes
Payroll taxes
Gift & estate taxes
R&D credits
IC-Disc
Tax opportunities for the future
Any aggressive tax positions taken
Non-compliance or misapplication of certain tax laws
And the best part: We don’t charge a fee unless we are able to generate tax savings for your business!