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We provide specialized full spectrum tax services for clients desiring big firm capabilities and unrivaled service. Through our innovative approach to problem solving and our cultivation of exceptional talent, we are committed to find new, creative ways of solving each of the unique tax challenges faced by our clients. 

 
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INTERNATIONAL


INTERNATIONAL


Our specialized expertise and extensive experience in serving numerous multi-national companies gives us the ability to navigate the complex pitfalls and opportunities in international tax planning and compliance. 

SERVICES

  • US tax planning and compliance for International transactions

  • Liaison with In-Country accountants and others for subsidiary compliance

  • US tax filing compliance 

    • US forms 5471, 8858, 8868, 5472

  • Investigation of US alternative structures for International subsidiaries 

    • "Check-the-box" entities

    • Foreign holding companies

    • Branches

  • US withholding taxes for

    • Interest

    • Dividends 

    • Royalty 

    • Services Payments

  • Effectively connecting income taxes on foreign entities

  • International restructuring for US tax minimization

  • Foreign tax credit planning and analysis

 

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STATE & LOCAL


STATE & LOCAL


Every company and individual has the right to legally pay the minimum amount when it comes to taxes. We are fully committed to reducing your state and local tax burden via strategic and proven methods. 

SERVICES

  • Multi-state sales and use tax research and analysis

  • State & local tax compliance

  • Taxability matrices for sales and use tax

  • Multi-state strategic review and optimization services

  • Local and professional gross receipts tax compliance and reviews

  • State & local audit defense

  • Multi-state income and franchise tax compliance

  • Nexus reviews

  • Due Diligence

  • Pre-sale review for both buyers and sellers

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TAX COMPLIANCE - BUSINESS & INDIVIDUAL


TAX COMPLIANCE - BUSINESS & INDIVIDUAL


Biegel Waller Tax is not interested in just plugging in numbers - we challenge ourselves to find ways to apply our knowledge and experience in tax law and regulation to decrease your tax liability.

SERVICES

  • Federal, state and local tax returns

  • Income, franchise and tax return preparation and review

  • Partnership tax compliance

  • Consolidated US tax returns

  • Multi-state and unitary tax filings

  • US reporting of International companies

  • Forms 5471, 8858, 8868, 5472

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TAX ADVISORY - PARTNERSHIP & CORPORATE


TAX ADVISORY - PARTNERSHIP & CORPORATE


Our client base requires expertise in a variety of specialized areas. We have invested significantly in technology, training, and the people we hire to ensure a high standard of services when it comes to business and corporate tax assistance. 

SERVICES

  • Accounting for income taxes

    • OneSource tax provision software

    • ASC740 analysis and preparation

    • FIN 48 analysis and documentation 

  • Corporate merger and acquisition services

    • For Buyers

      • Review of seller's tax position and tax strategies

      • Preliminary structuring advice 

        • Asset 

        • Stock

        • SEC. 338 elections

        • 368(a) mergers

      • Due Diligence of sellers tax exposures, potential liabilities, carryover tax issues and attributes

      • SEC. 382 NOL limitations post acquisition 

      • Sales and use tax voluntary disclosures

    • For Sellers

      • Re-selling tax planning

        • Identify potential gain and potential tax liability, planning strategies

        • Pre-selling due diligence 

          • Sales and use exposure, voluntary disclosures for sales and use tax, nexus reviews for exposure and payroll tax exposure for independent contractor vs. employee issues

  • Accounting methods and periods

  • Partnership formation, operation, merger and termination planning

  • Tax credit review and analysis