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Our Tax Technology Solutions

Cloud based technology designed to drive greater tax function effectiveness and efficiency

Legal Entity Management

A dynamic solution that manages vital company data, documents and organizational relationships.

State Apportionment

A powerful solution to streamline state and city apportionment data and calculations.

Income Tax Provision

A comprehensive income tax accounting solution designed for accuracy and simplicity.

Tax Technology BEYOND the Spreadsheet

Integrated Tax Lifecycle

The Tax Lifecycle is a continuous progression generally started with an enterprise’s annual income tax provision and continuing through the planning and forecasting phases. The process is tied to various regulatory deadlines and must be adhered to.

Tax Lifecycle PROVISION & FINANCIAL STATEMENT AUDIT EXTENSIONS ESTIMATED TAX PAYMENTS TAX COMPLIANCE TAX AUTHORITY AUDITS & DEFENSE AMENDED TAX RETURNS TAX PLANNING & REPORTING BUDGETING & FORECASTING

PROVISION & FINANCIAL STATEMENT AUDIT

At the close of every year and quarter, companies recognize income tax expense or benefit in accordance with FASB Accounting Standards Codification 740, Income Taxes (ASC 740). ASC 740 prescribes the methodology for the recognition, measurement and disclosure of income taxes.

EXTENSIONS

Due to the time constraints endured during the compressed tax accounting close, enterprises generally extend their tax compliance obligations to afford additional time to file income tax returns.

TAX COMPLIANCE

Companies prepare and file their annual income tax returns following a set of jurisdiction-based complex rules and regulations which are subject to ongoing change.

BUDGETING & FORECASTING

Due to the generally large cash outlays required during the tax year, tax obligations should be forecasted to ensure coordination with overall business operations.

TAX AUTHORITY AUDITS & DEFENSE

Tax returns are subject to the scrutiny of the various taxing jurisdictions in which a company operates or may be deemed operating.

TAX PLANNING & REPORTING

As one of the largest expenses on a company’s income statement, income tax planning is necessary to ensure obligations are met without sacrificing tax efficiency.

ESTIMATED TAX PAYMENTS

Companies need to comply with various federal, state, local and country specific rules and regulations to remit estimated tax payments periodically throughout the tax year.

AMENDED TAX RETURNS

Due to a multitude of factors, companies may be required to amend previously filed tax returns that may increase or decrease the amount of tax previously reported.

Latest News

IRS announces terms of new conservation easement settlement opportunity

IRS announces terms of new conservation easement settlement opportunity

The terms of the new, time-limited settlement opportunity include the type and amount of deduction that eligible taxpayers will be allowed and the penalty rate that will apply.

AI for CPAs: From efficiency tool to decision engine

AI for CPAs: From efficiency tool to decision engine

Most global finance leaders in a new survey report that artificial intelligence is improving decision-making and forecast accuracy in the finance function, and organizations using agentic AI and those making sure AI is assurance-ready are seeing bigger gains.

Another settlement offer planned in IRS conservation easement cases

Another settlement offer planned in IRS conservation easement cases

With hundreds of cases in the courts, the IRS is preparing at least its fourth settlement offer in syndicated conservation easement cases in recent years.

CP53E notice tied to paper-check transition causes confusion

CP53E notice tied to paper-check transition causes confusion

Taxpayers and practitioners are unsure whether the CP53E notices they have received are scams or simply sent in error, a confusion heightened by the inclusion of a QR code.

IRS establishes program for rulings on significant issues

IRS establishes program for rulings on significant issues

The IRS is reinstating the practice of issuing these letters in response to numerous informal comments from taxpayers and practitioners regarding the time required to process letter ruling requests and the scope of those requests.

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IRS announces terms of new conservation easement settlement opportunity

IRS announces terms of new conservation easement settlement opportunity

The terms of the new, time-limited settlement opportunity include the type and amount of deduction that eligible taxpayers will be allowed and the penalty rate that will apply.

Another settlement offer planned in IRS conservation easement cases

Another settlement offer planned in IRS conservation easement cases

With hundreds of cases in the courts, the IRS is preparing at least its fourth settlement offer in syndicated conservation easement cases in recent years.

CP53E notice tied to paper-check transition causes confusion

CP53E notice tied to paper-check transition causes confusion

Taxpayers and practitioners are unsure whether the CP53E notices they have received are scams or simply sent in error, a confusion heightened by the inclusion of a QR code.

IRS establishes program for rulings on significant issues

IRS establishes program for rulings on significant issues

The IRS is reinstating the practice of issuing these letters in response to numerous informal comments from taxpayers and practitioners regarding the time required to process letter ruling requests and the scope of those requests.

COVID-19 disaster relief case has implications for timely refund claims

COVID-19 disaster relief case has implications for timely refund claims

National Taxpayer Advocate Erin Collins explained what affected taxpayers need to do in response to the Court of Federal Claims’ holding that a taxpayer’s refund claim filing deadline was automatically extended by Sec. 7508A(d)(1) due to the COVID-19 disaster declaration.

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