Direct & Indirect Tax

 Service: Assisting individuals and businesses in preparing and filing their tax returns accurately and on time to meet legal obligations.

Examples:

• Preparing income tax returns for individuals, partnerships, corporations, and trusts
• Filing quarterly and annual tax returns
• Ensuring compliance with local, state, and national tax laws

Service: Providing specialized services to businesses related to corporate tax obligations. This includes helping corporations comply with tax regulations, plan for tax efficiency, and handle specific corporate tax matters.

Examples:

• Tax compliance for multinational corporations (e.g., transfer pricing)
• Corporate tax restructuring and planning
• Advising on mergers, acquisitions, and cross-border transactions

Service: Assisting clients in responding to tax authorities when they are selected for audits or assessments. This service involves reviewing financial records, preparing documentation, and representing the client before the tax authorities.

Examples:

• Managing tax audits and investigations
• Preparing responses to tax notices or inquiries
• Negotiating settlements or resolving disputes with tax authorities

Service: Assisting individuals and corporations in managing cross-border tax matters, ensuring compliance with international tax laws and treaties.

Examples:

• Tax planning for expatriates and non-residents
• Transfer pricing documentation and compliance
• Advising on double taxation treaties
• Structuring global investments for tax efficiency

 Service: Advising businesses on their withholding tax obligations, which involve deducting and remitting taxes on behalf of employees, contractors, or other payees.

Examples:

• Calculating the correct amount of tax to withhold from employee wages
• Ensuring compliance with withholding tax rules for foreign payments
• Preparing and filing withholding tax returns

Service: Assisting individuals and businesses with understanding and managing taxes on profits made from the sale of assets, such as real estate, stocks, or other investments.

• Examples:
• Advising on tax-efficient timing for asset sales
• Calculating capital gains tax liabilities
• Structuring asset disposals to reduce capital gains tax

Service: Assisting multinational corporations in setting transfer pricing policies that are compliant with tax regulations, especially for transactions between related entities across borders.

• Examples:
• Preparing transfer pricing documentation
• Advising on inter company pricing strategies
• Ensuring compliance with local and international transfer pricing regulations

 Service: Advising high-net-worth individuals and families on managing their wealth, succession planning, and inter generational wealth transfer in a tax-efficient manner.

• Examples:
• Trust and estate planning
• Tax-optimized investment strategies
• Succession planning for family-owned businesses

Service: Helping businesses manage payroll tax obligations, including employee-related tax deductions and filings.

• Examples:
• Payroll processing and calculation of tax deductions
• Filing payroll tax returns with tax authorities
• Ensuring compliance with social security and other employee tax-related obligations

Service: Although indirect taxes (e.g., VAT, GST) are not direct taxes, planning around them can have a significant impact on direct taxes. This service includes advising on how indirect tax decisions can affect direct tax liabilities.

• Examples:
• VAT/GST planning to optimize income tax
• Import/export tax strategies for minimizing corporate tax