At Swenson, you are not just another tax client and our tax services are more than simply completing your tax forms at the end of the year. Our tax practice offers an effective approach to applying the tax code.

Tax regulations change constantly and as a result filing tax reports can be complex. We offer our clients tax preparation services and prepare individual, business, and organizational federal and state returns, based on our interpretation of the current government tax laws and regulations.

Along with our tax preparation services, we provide tax consulting and advisory services to answer your questions throughout the year.

Whether your company is structured as a C-Corp, S-Corp, partnership, limited liability company or family limited partnership, we can assist you.

Business Tax Compliance:

  • Annual tax return preparation
  • Income tax planning preparation
  • State and local income and franchise tax requirements
  • Financial statement tax provision preparation under ASC 740 (formally SFAS 109)
  • Foreign jurisdiction tax compliance

Individual Tax Compliance:

  • Income tax planning
  • Preparation of federal and state returns
  • IRS audit representation
  • Gift and estate tax
  • Estate and trust income taxation

Tax Planning & Consulting Services:

  • Analysis and documentation of uncertain tax positions
  • Income tax planning throughout the year
  • Merger, acquisition, and new venture tax planning
  • Estate tax planning
  • Cost segregation services
  • Accounting for income taxes
  • Research and development tax credits
  • ASC 740 (formally FIN 48) analysis and documentation
  • R&D credits and incentives
  • US tax planning for international operations
  • Deferred compensation and bonus plan consulting
  • Transfer pricing
  • Expatriate tax
  • Comprehensive corporate tax planning
  • Identify uncertain tax positions in current and prior tax years
  • Provide Documentation for Common FIN 48 Issues
  • Measure uncertain positions for FIN 48 computation
  • Preparation of financial statement footnote disclosures

International Tax:

  • Cross-border tax concerns
  • Expatriate planning & compliance
  • FBAR & FACTA compliance
  • Foreign tax credit planning
  • Income repatriation
  • International tax compliance
  • International tax planning
  • Tax equalization policies & transfer pricing issues