Our Services

Tax Research & Technical Analysis

Authoritative research for complex or unclear tax issues.

  • Issue‑specific tax research

  • Code, Regulations, IRM & court case analysis

  • Written findings with citations

  • Recommended tax positions & risk assessment

Multi‑State & Nexus Tax Research

Support for businesses operating across state lines.

  • Nexus determination

  • State filing requirements

  • Apportionment rules

  • Franchise & sales tax considerations

Tax‑Ready Bookkeeping (Compliance‑Focused)

Bookkeeping designed strictly for tax accuracy.

  • Year‑end adjustments

  • Basis tracking

  • Depreciation schedules

  • Audit‑ready documentation

  • Cleanup for tax preparation

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IRS Notice & Compliance Support

Clear, defensible guidance for IRS and state correspondence.

  • Notice interpretation

  • Penalty & relief research

  • Response strategy development

  • Documentation guidance

Insurance‑Related Tax Research

Leveraging adjuster + life/health/annuities licensing.

Life Insurance Taxation

  • MEC testing & implications

  • Policy loan taxation

  • FIFO/LIFO withdrawal analysis

  • 1035 exchange research

  • Basis & surrender value calculations

  • Death benefit tax treatment

Annuity Taxation

  • Exclusion ratio calculations

  • Qualified vs. non‑qualified annuity rules

  • Early withdrawal penalties

  • Annuitization vs. lump‑sum tax impact

  • Basis recovery & tracking

Health Insurance & Medical Tax Issues

  • Self‑employed health insurance deductions

  • ACA premium tax credit rules

  • HSA/FSA/HRA compliance

  • COBRA taxation

  • Employer‑provided benefits

Claims, Settlements & Casualty Loss Taxation

  • §165 casualty & theft loss calculations

  • Insurance reimbursement tax treatment

  • Settlement taxation (injury, non‑injury, punitive)

  • Business interruption claims

  • Basis adjustments after payouts

Entity Structure & Tax Impact Analysis

Strategic tax research for new and existing businesses.

  • LLC, S‑Corp & C‑Corp comparisons

  • Reasonable compensation analysis

  • Basis & distribution rules

  • Restructuring tax impact

Industry‑Specific Tax Research

Tailored research for industries with unique tax rules.

  • Real estate & rentals

  • Trucking & logistics

  • E‑commerce

  • Contractors & gig workers

  • Professional services

  • Insurance agencies

Advisory & Interpretation Sessions

Clarity and guidance based on research findings.

  • 30–60 minute consultations

  • Scenario planning

  • Tax position evaluation

  • Risk‑level explanations