Services for Tax Professionals

Your State Tax Office!

The big accounting firms (like PwC which I was a part of for many years) maintain a staff in Washington, D.C. to consult with on tough federal income tax problems. If you’re not in a big accounting firm, you may have affiliated offices with other firms in your network where you can locate a specialist. But neither a Washington National Office nor an affiliate office in another state is likely to be of much help with a state tax issue. That’s where I can help.
The Washington, D.C. staff typically are folks who used to write rules and regulations for the IRS. I used to work for the Hawaii Department of Taxation and wrote rules and regulations for them when I was there.

If you’re an accounting firm or a law firm and your client comes to you with an issue important enough to want a written tax opinion, you may want a second, critical pair of eyes to look at the work. That’s where I can help.

How can you be a god or hero in your client’s eyes? Find them an issue that nets them a decent refund.
Even if you find an issue that looks bad, your client can at least plan for developing a good defense. If the revenue agency finds the issue first, they charge penalties and interest while you don’t.

I might be able to call your attention to certain fact patterns that I have seen before and found a solution for. We can then see if the solution works for some of your clients.

Does your practice have a tax quality control program? If not, you might consider developing one and I can help you do that. If you do, I can be an independent third party who can test compliance with the program you have.