Supporting your goals with timely and expert tax solutions.
Today’s tax laws can be complicated and ever-changing. We integrate your goals into a strategic and unified approach to taxation. We proactively offer solutions for all the tax matters you may encounter.
We work with individuals, family groups, fiduciaries, businesses, tax-exempt entities, and funds of money established to resolve claims. So that we can help you implement strategic tax planning and compliance, we take the time to understand your goals and objectives. We can also assist you with managing issues related to trusts and estates and help resolve tax controversies.
Our diverse experience allows us to partner with your outside counsel and advisors as well as internal tax and accounting groups. For entities without an internal tax or accounting group, we can fulfill that role.
Our tax services include:
Miller Kaplan provides expert tax compliance services. Our federal, state, and international tax compliance services include:
- Income Tax
- Estates and Trusts
- Property Tax
- Sales and Use Tax
- Franchise Tax
- Business Tax
- Inbound and Outbound Transactions
- Tax Accrual Preparation – Under ASC 740 (formerly SFAS 109)
- Balancing Book/Tax Differences
- Payroll Tax, Information Return Reporting, and FATCA Compliance
International Tax Compliance
When your business goes global – so do your tax obligations. Our international tax services include assisting U.S. citizens with foreign tax burdens and foreign ex-patriates residing in the United States. For these clients, we can also collaborate with other members within our professional network, LEA Global.
We also represent clients in audits by the Internal Revenue Service and other taxing authorities.
We represent clients in controversies with tax authorities like audits and penalty assessments. Whether you’re looking for help navigating complex tax issues such as notice defense tax, tax audits, and voluntary disclosures, or you’re seeking an expert to develop a strategic plan that will mitigate future risk – we can guide you through the process.
The partners at Miller Kaplan provide a strategic approach to tax planning. You can rely on us to be current on new tax laws, regulations and guidance, and to regularly inform you of new opportunities and ideal times to shift strategies.
Since we take the time to understand your short- and long-term business and wealth transfer goals, we integrate these in the strategic tax planning options we provide you.
To help you maximize your resources and achieve your goals, we continually seek out credits and incentives that will strategically benefit you and your tax plan.
We listen to how you want to prioritize cash flow, property acquisition, estate planning, intergenerational wealth transfer, asset protection, capital accumulation, and business interests. Then we help you meet those goals.
When working with privately held companies, our mission is to understand your goals, provide strategic tax planning, fulfill tax compliance requirements, and avoid tax penalties. We work with businesses regarding entity choice, pension plans, compensation, payroll, information return reporting, inbound and outbound transactions, strategic planning, acquisitions, sales, and other transactions.
We understand the challenge of navigating budget-stressed frameworks, demands for fiscal accountability, and calls for responsible fundraising from boards of directors, granting institutions, and benefactors. We partner with you to help you address these challenges and comply with regulations, efficiently and effectively.
Since 2005, partners in our firm have served as the Tax Administrator for the United States Securities and Exchange Commission fair funds. Our experience with qualified settlement funds reaches back to the inception of these tax entities in 1986. We serve funds, receivers, neutrals, courts, agencies, fund administrators, and attorneys in navigating the complex tax issues raised by funds of money established to resolve claims.
Investors and investment companies face complex tax and financial reporting obligations. We bring experience and expertise to investors, family partnerships, real estate investment groups, and other investment-oriented companies. Our income tax expertise allows us to provide you with strategic tax planning and accurate tax compliance services.
Our accounting experts provide additional services including maintenance of partners’ capital schedule, allocation of partnership net-income (loss) to partners, accounting for investments in portfolio companies, quarterly financial reporting to partners, and interaction with outside auditors.
- Entity Structuring
- Tax Due Diligence
- Cross-Border Consulting
- Compensation Planning
- Income Tax Planning