TAX AND REGULATORY COMPLIANCE

Federal and SALT Specialists

Professional tax services that minimize taxes and compliance-related risks

Rose Financial Solutions (RFS) delivers tax solutions that are proactive, manage risk, maintain compliance and minimize tax expense. We tailor our solutions to each client’s needs based on their current financial position as well as their future financial plans.

State and Local Tax (SALT)

Today’s complex state and local tax (SALT) laws demand an accounting firm that has in-depth knowledge of the varying tax filing requirements. At RFS, we specialize in SALT planning and filing, helping our clients navigate the state and local taxes and fees imposed by each jurisdiction in which they operate. Our expertise enables our clients to focus on growing their businesses while we ensure they maintain compliance.

Our SALT team is comprised of experienced certified public accountants and tax professionals that stay up to date on current and future tax regulations and tax strategies at the state and local levels.

Our tax and compliance services include:

Tax Services for Businesses

  • Federal and state income taxes
  • State and local tax compliance including personal property tax and business license
  • Payroll reporting including W-2 and 1099 reporting
  • Sales and use tax planning and compliance
  • Franchise and gross receipts tax planning and compliance
  • S. Entities with International Ownership (inbound) or Foreign Operations (outbound)

Tax Services for Individuals

  • Federal and state income taxes
  • Strategic planning for business owners
  • Planning for life events such as college, major purchases, and retirement
  • Tax strategies for U.S. employees working abroad
  • Foreign persons working in the U.S. including: business professionals, artists, entertainers, athletes, and investors
  • Income tax equalization calculations for U.S. expatriates and foreign nationals working in the U.S.
  • Income and social security tax treaty planning
  • Withholding tax planning
  • Offshore Voluntary Disclosure Program (OVDP) submissions, including the streamlined program

Other Tax Services

  • Global organizational structuring
  • Foreign tax credit planning and maximization
  • Analysis of incentives for U.S. export companies
  • Planning for foreign investment in U.S. real estate property
  • Income tax treaty planning and withholding taxes
  • Captive insurance company planning
  • Transfer pricing analysis
  • Intellectual property planning
  • Cross border transactions and withholding tax planning
  • Entity choice analysis
  • Net operating loss & IRC 382 analysis
  • Executive and incentive compensation planning
  • Tax audit support and defense
  • Merger & acquisition due diligence and tax impact analysis
  • ASC-740 preparation and/or review
  • Domestic tax credits planning
  • Cost segregation analysis