Strategic Tax Counsel with Forensic-Level Precision
Whether reviewing years of historical returns, navigating complex multi-state obligations, or planning for sophisticated transactions, our forensic approach ensures absolute accuracy and strategic optimization.
Our Tax Consulting Services
Our consulting practice combines strategic tax planning with the forensic rigor required for complex, high-stakes matters.
Comprehensive Tax Consulting Services
Our consulting practice combines strategic tax planning with the forensic rigor required for complex, high-stakes matters.
Historical Tax Review
Forensic examination of prior year returns (3, 5, 7+ years) to identify errors, missed opportunities, and compliance gaps.
- Amended return preparation
- Refund claim analysis
- Compliance correction
Complex Return Preparation
Multi-layer review process for returns involving complex business structures, investments, or international activity.
- K-1 reconciliation
- Investment income analysis
- Passive activity rules
Strategic Tax Planning
Proactive planning to minimize tax liability while ensuring full compliance with current and changing regulations.
- Entity structure optimization
- Transaction modeling
- Multi-year projections
Multi-State Compliance
Navigating complex state and local tax obligations for individuals and businesses operating across multiple jurisdictions.
- Nexus determination
- Apportionment analysis
- Credit optimization
International Tax Matters
Comprehensive compliance and planning for individuals with foreign income, assets, or business operations.
- FBAR & FATCA reporting
- Foreign tax credit planning
- Treaty analysis
Estate & Trust Planning
Sophisticated wealth transfer planning and trust administration with focus on tax efficiency and compliance.
- Gift tax strategies
- Trust tax returns
- Generation-skipping planning
Why Choose ClearTax?
Our team brings unparalleled expertise and a commitment to excellence in every tax consulting engagement.
Experience Forensic-Level Tax Consulting
Whether reviewing historical returns or planning for complex transactions, our team applies the precision and strategic insight your situation demands.