Tax
Integrity, service, and support, every step of the way
At Weiss, we know that guiding our clients through the shifting tax landscape requires more than simply knowing and complying with the law. It takes an in-depth understanding of each client’s unique operations, risk tolerance, and growth projections to execute the individually tailored, highly effective tax strategies that are the Weiss norm. To that end, our tax team works with you all year long to mitigate risk, manage compliance, and minimize tax liabilities; and because our turnover is exceptionally low, you’ll work with the same team members year after year.
Tax Planning and Compliance
With our ever-changing tax laws, effective tax planning and compliance are critical. We keep you constantly updated on the latest tax legislation and ensure that you comply with evolving regulations and statutory requirements while minimizing your tax burden. Our services include:
- Income tax returns for sole proprietors, partnerships, LLC’s, and S corporations
- Sales tax returns
- Payroll tax reports
- Mergers and acquisitions
- Entity selection
State and Local Taxes
Whether you are an individual, corporation, trust, exempt organization, or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation at the state and local levels. Our state and local tax (SALT) professionals understand that each situation is unique and might involve multiple states and municipalities. Rest assured that our teams are ready to assess your needs and help with:
- Property tax
- Sales and use tax
- Credits and incentives
- Nexus reviews
- Income and franchise tax services
- Payroll tax services
- Transaction planning
Estate and Trust Taxes
We understand that estate and trust planning isn’t limited to protecting your financial holdings. It’s also about providing security to your loved ones and others who will carry on your personal and business legacy. Our experienced estate and trust tax teams work directly with clients, attorneys, and their individual executors or trustees to prepare estate and trust filings, and to establish effective plans for an orderly transfer of your assets and to maintain legacy assets. We offer services in:
- Estate and trust planning
- Estate and gift tax return compliance services
- Life insurance trusts
- Business succession planning
- Charitable giving options
IRS Representation
Our wealth of experience dealing with taxing authorities ensures that our clients are being properly represented before federal and state tax agencies. We help guide our clients through the audit process, gather complete documentation, and meet with authorities. We assist clients with:
- Representation before federal, state, and local tax authorities
- Appeals
- Collections issues
- Penalty abatement
- Consultations with tax attorneys
International Tax
International taxes constitute a complicated web of changing laws and regulatory developments in the global marketplace that demands expert knowledge and guidance. As a BDO Alliance USA member, we have access to the network’s world-class resources, including industry specialists on foreign tax and global matters. Our staff is also multilingual and can help translate letters and documents from international taxing authorities. We offer a broad range of international tax consulting and compliance services, including:
- International tax consulting and strategy
- Global tax compliance
- Global mobility- Transfer pricing
- Tax treaty planning
- Foreign tax credit planning
We speak your language!
In today’s increasingly diverse business environment, multilingual capabilities are an absolute necessity. Here at Weiss, we answer that need with over a dozen staff members fluent in two or more languages, including Spanish, Polish, Hebrew, Hindi, Korean, Russian, Romanian, Turkish and Kyrgyz. Read more about our multilingual services.
