Weber and Company, INC

Tax Services

Our expert tax services team specializes in offering practical solutions and planning strategies based on sound knowledge of tax law and years of experience.

The areas of tax services includes but is not limited to Individual taxation, Business Taxation, Trust and Estate taxation, Non-Profit Taxation, State and Local taxation, Tax Controversy, IRS audit representation, Non traditional family taxation, International taxation, Tax credits.

Individual Taxation

• Tax planning strategies for individuals and families
• Preparation of federal state and local tax returns and related estimates
• Multistate tax reporting and planning for part year and non residents
• Advise on Charitable giving and succession planning
• Foreign Reporting compliance
• Advise on choice of business entity
• Compensation and business succession planning
• Small business stock and Section 1202
• Advise on Investment planning including Section 1031 non taxable exchange
• Assist with foreign reporting compliance including FBAR, FATCA, PFIC, and interests in Controlled Foreign Corporations
• Tax controversy and Audit defense services
• Non-traditional family tax services

Business Taxation

• Advise and assist companies in early stage of development on choice of entity, QSBS set up, global entity structure planning with a focus on minimizing overall tax
• Preparation of tax returns, estimated tax calculation and compliance for businesses be it a closely held business, S Corporation, Partnership, LLC, LLP or multi-tier entities
• Advise and assist with multistate and local tax compliance, apportionment, nexus and related planning and reporting
• Advise and perform analyses and related reporting services on purchase or sale of a business
• Assist with maximizing utilization of tax credits and advise on tax saving strategies
• Advise on compensation, payroll tax and benefits and retirement planning
• Advise on accounting periods and assist with change in accounting methods for tax purposes
• Audit defense, IRS and state tax examination assistance, back filings or amended returns and tax controversy services
• Voluntary disclosure services - Qualified amended returns
• Assistance with sales tax issues
• Tax provision services

Trust, Estate and Gift Taxation

• Advise on estate tax savings by working with attorneys and financial planners and assisting with estate and trust compliance
• Planning for Charitable giving, gifting to grantor trusts, dynasty trusts, generation skipping trusts, QPRT
• Preparation of Trust, Estate and Gift tax returns
• Preparation of fiduciary and court accounting
• Business succession planning
• Advise on retirement planning and plan distributions
• Inter vivos trust planning for generation skipping purposes
• Assist and advise executors and new trustees on operations and administrative trust functions
• Advise multinational families on estate tax saving strategies including the use of Foreign trusts, Qualified Domestic Trusts (QDOT)
• Assist with reporting requirements related to foreign trust, inheritance, gift, PFIC, distributions and foreign investment holdings

Non-Profit Tax Services

• Assist with application for exempt status and related issues
• Regulatory filings with state and local agencies
• Unrelated Business Income analysis and consulting
• IRS and state tax examination assistance and or representation
• Private foundation planning and compliance
• Preparation of federal and state non profit tax returns
• Advise on payroll sales tax and other filings with state and local agencies

State and Local Taxation

• Income tax Nexus determination and planning
• Sales tax permanent establishment determination and planning
• State tax allocation and apportionment including drop shipment planning
• Preparation of multistate tax returns
• Tax provision and state tax estimate services
• Tax controversy and examination defense services

International Taxation

• Advise and assist with Global business structure, cross border transactions, IC-DISC planning
• Strategize around anti-deferral regimes such as Subpart F income, PFIC, cost sharing issues
• Assist with tax compliance for inbound and outbound companies
• Assist US subsidiaries of foreign companies with tax related issues such as convertible debt, shareholder loans, transfer pricing
• Assist with foreign reporting and withholding requirements, related party transactions
• Foreign tax credit planning, income tax treaty application, tax residency certificates, tax equalization computations
• Income sourcing rules
• Offshore Voluntary Disclosure Program (OVDP)
• Foreign tax compliance including FBAR, FATCA, CFC, CFP, check the box regulations (entity reclassification)
• US tax planning for new immigrants with high net worth, long term green card holders, pre-immigration planning
• Provide extended services through our affiliations with premier international organizations such as Society of Estate and Trust Practitioners (STEP)

Non-Traditional Family Taxation

Tax Controversy

IRS Audit Representation