COMPLEX TAX PREPARATION
Navigating substantial investments, international assets, or complex business structures requires a strategic approach to taxation. Our team considers your goals, financial situation, and the expectations of the IRS and state agencies to craft a tax strategy that optimizes your finances and reduces audit risks.
SAVE YOU MONEY
We save you money in the current tax year and create savings that will undoubtedly send a ripple through the coming years. In the long run, thousands of dollars will grow to hundreds of thousands, then millions in savings.
GREATER WEALTH
We help you keep more money in your pockets for investing, saving, or anything else that contributes to a good life. Our attorneys strive to reduce your lifetime tax liability by implementing different legal tax optimization strategies.
PEACE OF MIND
We work with you to ensure every item is correctly captured on your tax returns allowing you to enjoy greater peace of mind.
Overview
Complex tax preparation demands a strategic approach that goes beyond simple tax filing. It involves comprehensive planning to capitalize on available deductions, manage liabilities, and optimize your structure and flow of income, all while staying compliant with evolving regulations. At Brotman Law, we understand the complexities faced by growing businesses and individuals with extensive portfolios, so we offer proactive strategies to safeguard your financial interests and maximize savings.
Our complex tax preparation service also extends to businesses or individuals who have not filed taxes for multiple years. We start by assessing your unique circumstances and gathering the necessary documentation to start preparing your case. If you face IRS audits or penalties for non-compliance, we provide comprehensive support to resolve these issues quickly and cost efficiently. Our goal is to alleviate your stress, minimize potential liabilities, and restore your financial standing through proactive strategies tailored to your specific needs.
Tax Attorney VS CPA
What Else Should I Know?
At Brotman Law, we focus on delivering tailored tax preparation services for business owners operating across multiple states with diverse investment portfolios.
For businesses managing operations in various states, we ensure compliance with state regulations and optimize tax strategies to minimize liabilities. We assess income allocations, deductions, and credits across jurisdictions, using our extensive knowledge of interstate tax laws to maximize savings and reduce audit risks. Whether you’re expanding operations or overseeing subsidiaries in different states, our proactive approach ensures accurate and strategically aligned tax filings.
Additionally, we assist businesses and individuals in amending their taxes as necessary. Whether due to missed deductions, changes in tax laws, or errors in previous filings, our team conducts thorough reviews to identify discrepancies and implement corrections. We navigate tax code complexities, facilitating amendments that optimize refunds and reduce tax burdens.
For individuals with substantial portfolios or complex financial arrangements, our meticulous approach considers every aspect of a financial situation, including capital gains, losses, and estate planning implications. Partnering with Brotman Law ensures precise tax management, compliance, and maximized financial outcomes.
Whether you’re facing overdue filings, IRS audits, or need to optimize your tax strategy, our team leverages extensive experience with a deep understanding of tax laws to navigate these challenges effectively. We start by conducting a thorough assessment of your financial situation, identifying any outstanding issues or discrepancies. From there, we develop tailored strategies to address your specific needs, ensuring all filings are accurate, comprehensive, and compliant with current regulations. Our proactive approach aims to minimize liabilities, maximize deductions, and safeguard your financial interests, providing you with peace of mind as you regain compliance and move forward confidently.
Whether you’re being audited by the IRS or state tax authorities, our goal is to minimize liabilities, penalties, and interest, and defend any appropriate deductions you may have utilized. Our team has guided hundreds of clients through the audit process, helping them address missing tax returns, return to compliance, and minimize penalties and fees. If you owe back taxes, we will work to minimize your liability as much as possible and set you up with a resolution that suits your financial situation.
WE KNOW OUR STUFF
Our team is comprised of seasoned tax professionals with a deep understanding of tax laws and regulations. With audit experience across various industries, we anticipate potential challenges and optimize tax strategies to maximize savings and minimize audit risk.
MULTISTATE COMPLIANCE
If you or your business have connections with multiple states, our team understands how complex it can be trying to understand your tax obligations. We utilize our extensive knowledge of interstate tax laws to keep you compliant and optimize saving opportunities.
PERSONAL ATTENTION
We understand the importance of personalized service in managing complex tax matters. Our team is committed to providing you with a strategy that is crafted specifically to your situation.
Our Clients Will Tell You: We Get Results.
Tax Strategies, Case Studies, and Thought Leadership
Hundreds of $1,000,000s
Saved in Tax Penalties
100+
Appeal Victories
$1B+
Saved in Taxes
150+
Multimillion and billion-dollar corporate transactions
11+
Tax Services
400+
Clients represented in an audit
$160M+
in ERC Tax Credits
Our Thought Leadership Has Appeared In
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Book a Free 15-Minute Assessment Call
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STILL HAVE QUESTIONS?
Operating across state lines introduces complexities such as varying tax rates, filing requirements, and compliance obligations. Our firm navigates these challenges by leveraging our knowledge of interstate tax laws with our multistate audit experience to ensure businesses remain compliant.
Tax amendments may be necessary if you discover errors in previous filings, missed deductions, changes in tax laws that affect your returns, or if you need to report additional income. We assist clients in identifying these situations and guide them through the process of filing amendments accurately and efficiently.
Individuals with substantial portfolios often have complex financial situations involving investments, capital gains, and estate planning considerations. Our tailored approach ensures comprehensive tax planning that maximizes savings, minimizes liabilities, and addresses the unique needs of high-net-worth individuals.