PRACTICE AREA 02 / 05
Tax
Compliance, planning and representation across individual and business matters.
THE WORK
Start with the change, as well as the deadline.
We serve individuals, corporations, partnerships, nonprofit organizations, trusts and estates. Work includes federal, state and local return preparation and planning across jurisdictions.
We also assist with tax controversies, including audit and appeals matters before the IRS and state authorities. Business planning can address formation, acquisitions, distributions and reorganizations.
- Individual and business returns
- Trust, estate and nonprofit tax matters
- Federal, state and local planning
- Tax controversies, audits and appeals
A USEFUL FIRST CONVERSATION
Bring the context with the question.
Formation, acquisition, distribution and reorganization questions may involve more than one tax jurisdiction.
- 01
The matter.
Describe what has prompted the inquiry and who is involved.
- 02
The information.
Outline the records available and the questions still open. Sensitive documents can wait for an agreed secure process.
- 03
The intended use.
Discuss timing, responsibilities and the proposed scope before an engagement begins.
Before you begin.
Do you work across more than one jurisdiction?+
Yes. Our tax services include matters involving multiple jurisdictions.
How do I start a conversation?+
Call the Natick office at 508-650-9600, or explore the introduction demonstration.