Tax Services

Taxes.  It is often an unpleasant word.  Planning for taxes, navigating decisions impacted by taxes, preparing tax forms, and paying taxes, interest, penalties, or fees is not something most people would choose to do with free time.  The Crosslin tax team is here to help you Do More. Be More.® by freeing you from much of the burden related to tax planning and compliance.  Our proactive, knowledgeable tax professionals take initiative, anticipate impending problems, foresee potential opportunities, and develop effective and practical solutions for your tax needs.

To do that we work to understand your objectives (directly and indirectly related to your taxes) and bring technical expertise in both the business and individual tax areas to work with you throughout the year to integrate effective tax planning into your decision-making process.  We will meet with you in person, by phone, via video conferencing, or through email.  We will work to meet your best communication style.

We believe in leveraging technology to efficiently and effectively work with our clients to provide and receive data so that our time is spent doing what you need from a tax professional: delivering value related to your taxes.

As a client of the Crosslin tax team, you will also have the ability to access tax-related content through electronic and other means to further our collaboration with you. We filter volumes of information produced by the taxing authorities and knowledge leaders to identify data most helpful to our clients.

How We Help

Tax Planning and Advisory

Effective income tax planning is a continual process with the goal of paying the right amount of income tax due on future tax returns. Some areas in which we commonly assist: Long-term tax planning, Business transactions, Retirement Planning, Estate Planning, State Tax Nexus Analysis, Business liquidation or slow down, Tax Election planning and Real & Personal Property Assessment Analysis/Negotiation.

Tax Controversy and Representation

Crosslin's Tax Team offers representation services in order to resolve tax controversies that may be related to a tax authority audit or other controversy: Representation in front of the taxing authority or auditor, Response to Information Document Requests, Advice on overall approach, Assistance on impact of the audit of one taxing authorities on other jurisdictions, Appeals and resolution and Voluntary Disclosures.

Federal, State, and Local Income Tax Return Preparation

Preparation of tax filings can be complex and time consuming. We focus on not only preparing the forms correctly, but also focus on how to make the process efficient and cost effective for you. Our services range from single returns to full outsourcing of large and complex tax functions: Businesses, including Corporations, Partnerships, S Corporations, and other business entities, Trusts and Estates, Personal Tax Filings, Property Tax, Sales & Use Tax, Business Licenses, Other local filings, Unclaimed Property Filings or Returns and Applications and Registrations.

Tax Incentives and Credits

Taxing authorities take many different approaches to lure businesses to their jurisdiction or incentivize certain actions. We can work with you to be sure that you or our business do not miss out on tax incentives or credits: Review of recent expansion activity and future expansion plans for potential eligibility for economic incentives, Assistance in analysis of state and local economic development and incentive benefits, Franchise tax credits, Excise employment tax credits, Work Opportunity Tax Credits and other Employment Credits, Jobs Tax Credits and Other special tax credits.