Tax Planning and Advisory
Proactive Tax Advisory and Planning
All Year Round
A return records what happened. Advisory shapes what happens next, while you can still act on it. The most expensive tax decisions are the ones you learn about after the year has closed, when the options are gone.
ROSE delivers tax solutions that are proactive, manage risk, maintain compliance, and minimize tax expense, tailored to each client's current position and future plans. Planning continues all year, with quarterly reviews, state and jurisdiction monitoring, estimated payments planned ahead of deadlines, and credit and structure opportunities like federal and state R&D tax credits surfaced while they're still usable. Return preparation is included as a coordinated compliance service, the floor of the relationship, not the whole of it.
Our team is comprised of experienced certified public accountants and tax professionals who stay ahead of current and future tax regulations and strategies at the federal, state, and local levels.
ROSE Tax Advisory Packages
Tax Advisory scales with your complexity, from quarterly planning to full transaction and structure strategy.
Every relationship is built around a set of projects selected against your specific situation, not a one size checklist.
Planning Baseline
Year round visibility into your tax position, so nothing is a surprise at filing time.
Proactive Strategy
Multi year projections and credit strategy, for businesses ready to plan ahead of decisions, not after them.
Advanced Advisory
Structure and multi state strategy for growing, more complex organizations.
Enterprise Advisory
Full transaction and structure support for companies navigating M&A or GovCon complexity.
Business Income Tax Planning and Compliance
For Businesses
- Federal and state income taxes
- Research and Development (R&D) tax credit identification, documentation, planning and compliance
- Entities with International Ownership (inbound) or Foreign Operations (outbound)
- State and local tax compliance including personal property tax and business license
- Sales and use tax planning and compliance
- Jurisdictional Monitoring
- Franchise and gross receipts tax planning and compliance
- Payroll reporting including W-2 and 1099 reporting
Other Tax Services
- Foreign tax credit planning and maximization
- Implementation of transfer pricing agreements
- Entity choice analysis
- Net operating loss & IRC 382 analysis
- Executive and incentive compensation planning
- Tax audit support and defense
- Merger & acquisition due diligence and tax impact analysis
- ASC-740 preparation and/or review
- Domestic tax credits planning
- Cost segregation analysis
Research and Development (R&D) Tax Credit Services
Your investments in innovation may qualify for valuable federal and state R&D tax credits. ROSE helps businesses identify qualifying activities and expenses, calculate available credits, and maintain the documentation needed to support their claims.
Business State and Local Jurisdiction Monitoring and Compliance
Today’s complex state and local tax (SALT) laws demand an accounting firm that has in-depth knowledge of the varying tax filing requirements. At ROSE, we specialize in SALT planning and filing, helping our clients navigate the state and local taxes and fees imposed by each jurisdiction in which they operate. Our expertise enables our clients to focus on growing their businesses while we ensure they maintain compliance.
Business Owner Income Tax Planning Service
- Federal and state income taxes for business owners
- Strategic planning for business owners
- Planning for life events such as college, major purchases, and retirement
- Tax strategies for U.S. business owners working abroad
- Foreign business owners working in the U.S.
- Income and social security tax treaty planning
- Withholding tax planning
- Income tax treaty planning
Schedule Your Tax Planning Call
Our cost-effective and scalable solutions deliver the meaningful, timely and accurate financial information and guidance you need to make better business decisions, minimize compliance-related risks and improve financial performance.
Our FaaS solution, Easby, combines people, process, technology, organization, and data. to simplify and automate accounting functions, ensure compliance, and deliver strategic guidance and financial analysis from a team of top finance and accounting professionals.
Learn more about how Easby can fit your needs.
Recognized for Our Award-Winning Solutions
How can we help you achieve financial clarity?
Ready to gain financial clarity and take control of your financial future? Reach out to us now by filling out this contact form. Our team is here to answer your questions and guide you toward a brighter financial horizon.
Let's start the conversation today!
