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. Our 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
- Entities with International Ownership (inbound) or Foreign Operations (outbound)
- State and local tax compliance including personal property tax and business license
- Sales and use tax planning and compliance
- Jurisdictional Monitoring
- Franchise and gross receipts tax planning and compliance
- Payroll reporting including W-2 and 1099 reporting
Tax Services for Individuals – Business Owners
- Federal and state income taxes for business owners
- Strategic planning for business owners
- Planning for life events such as college, major purchases, and retirement
- Tax strategies for U.S. business owners working abroad
- Foreign business owners working in the U.S.
- Income and social security tax treaty planning
- Withholding tax planning
- Income tax treaty planning
Other Tax Services
- Foreign tax credit planning and maximization
- Implementation of transfer pricing agreements
- 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
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.
