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Our Tax Technology Solutions

Cloud based technology designed to drive greater tax function effectiveness and efficiency

Legal Entity Management

A dynamic solution that manages vital company data, documents and organizational relationships.

State Apportionment

A powerful solution to streamline state and city apportionment data and calculations.

Income Tax Provision

A comprehensive income tax accounting solution designed for accuracy and simplicity.

Tax Technology BEYOND the Spreadsheet

Integrated Tax Lifecycle

The Tax Lifecycle is a continuous progression generally started with an enterprise’s annual income tax provision and continuing through the planning and forecasting phases. The process is tied to various regulatory deadlines and must be adhered to.

Tax Lifecycle PROVISION & FINANCIAL STATEMENT AUDIT EXTENSIONS ESTIMATED TAX PAYMENTS TAX COMPLIANCE TAX AUTHORITY AUDITS & DEFENSE AMENDED TAX RETURNS TAX PLANNING & REPORTING BUDGETING & FORECASTING

PROVISION & FINANCIAL STATEMENT AUDIT

At the close of every year and quarter, companies recognize income tax expense or benefit in accordance with FASB Accounting Standards Codification 740, Income Taxes (ASC 740). ASC 740 prescribes the methodology for the recognition, measurement and disclosure of income taxes.

EXTENSIONS

Due to the time constraints endured during the compressed tax accounting close, enterprises generally extend their tax compliance obligations to afford additional time to file income tax returns.

TAX COMPLIANCE

Companies prepare and file their annual income tax returns following a set of jurisdiction-based complex rules and regulations which are subject to ongoing change.

BUDGETING & FORECASTING

Due to the generally large cash outlays required during the tax year, tax obligations should be forecasted to ensure coordination with overall business operations.

TAX AUTHORITY AUDITS & DEFENSE

Tax returns are subject to the scrutiny of the various taxing jurisdictions in which a company operates or may be deemed operating.

TAX PLANNING & REPORTING

As one of the largest expenses on a company’s income statement, income tax planning is necessary to ensure obligations are met without sacrificing tax efficiency.

ESTIMATED TAX PAYMENTS

Companies need to comply with various federal, state, local and country specific rules and regulations to remit estimated tax payments periodically throughout the tax year.

AMENDED TAX RETURNS

Due to a multitude of factors, companies may be required to amend previously filed tax returns that may increase or decrease the amount of tax previously reported.

Latest News

Hard truth about soft skills: Invaluable insights for financial advisers

Hard truth about soft skills: Invaluable insights for financial advisers

Personal financial advisers share perspective on creating a safe space where clients feel comfortable about sharing information crucial to a successful professional partnership.

Congress passes act allowing tax relief when a state declares disaster

Congress passes act allowing tax relief when a state declares disaster

A bill supported by the AICPA is “a major win for taxpayers and tax practitioners,” according to a statement by President and CEO Mark Koziel. The bill, which now heads to President Donald Trump for his signature, is intended to speed up the granting of tax deadline extensions after a disaster.

AICPA: Guidance needed on catch-up contributions under Roth mandate

AICPA: Guidance needed on catch-up contributions under Roth mandate

In a letter to Treasury and the IRS, the AICPA requested guidance on language in proposed regulations issued in January.

It’s no joke: Being nice is among this attorney’s top ways to deal with the IRS

It’s no joke: Being nice is among this attorney’s top ways to deal with the IRS

Being nice is one of tax controversy attorney Melissa Wiley’s ways of getting answers from the IRS, which also includes knowing the Internal Revenue Manual and using self-service tools.

Tax provisions in the One Big Beautiful Bill Act

Tax provisions in the One Big Beautiful Bill Act

The bill extends portions of the Tax Cuts and Jobs Act, provides deductions to eliminate income taxes on certain tips and overtime pay, and addresses other tax priorities of the Trump administration.

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Congress passes act allowing tax relief when a state declares disaster

Congress passes act allowing tax relief when a state declares disaster

A bill supported by the AICPA is “a major win for taxpayers and tax practitioners,” according to a statement by President and CEO Mark Koziel. The bill, which now heads to President Donald Trump for his signature, is intended to speed up the granting of tax deadline extensions after a disaster.

AICPA: Guidance needed on catch-up contributions under Roth mandate

AICPA: Guidance needed on catch-up contributions under Roth mandate

In a letter to Treasury and the IRS, the AICPA requested guidance on language in proposed regulations issued in January.

It’s no joke: Being nice is among this attorney’s top ways to deal with the IRS

It’s no joke: Being nice is among this attorney’s top ways to deal with the IRS

Being nice is one of tax controversy attorney Melissa Wiley’s ways of getting answers from the IRS, which also includes knowing the Internal Revenue Manual and using self-service tools.

Tax provisions in the One Big Beautiful Bill Act

Tax provisions in the One Big Beautiful Bill Act

The bill extends portions of the Tax Cuts and Jobs Act, provides deductions to eliminate income taxes on certain tips and overtime pay, and addresses other tax priorities of the Trump administration.

AICPA recommends changes to mandate ending federal disbursements by paper check

AICPA recommends changes to mandate ending federal disbursements by paper check

An executive order issued in March requires the Treasury secretary to cease issuing paper checks for all federal disbursements and requires all payments made by the federal government to be electronically processed.

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Trump Tariffs: Tracking the Economic Impact of the Trump Trade War

Trump Tariffs: Tracking the Economic Impact of the Trump Trade War

The tariffs amount to an average tax increase of nearly $1,200 per US household in 2025.

The Good, the Bad, and the Ugly in the One Big Beautiful Bill Act

The Good, the Bad, and the Ugly in the One Big Beautiful Bill Act

The One Big Beautiful Bill Act makes many of the individual tax cuts and reforms of the TCJA permanent. It improves upon the TCJA by making expensing for R&D and equipment permanent. However, for the most part, it does not include further structural reforms, and instead introduces many new, narrow tax breaks to the code, adding complexity and raising revenue costs.

Alabama’s 2025 Legislative Session Advances Pro-Growth Tax Reforms

Alabama’s 2025 Legislative Session Advances Pro-Growth Tax Reforms

Alabama’s 2025 legislative session mostly demonstrates a commitment to pro-growth tax policies that enhance competitiveness and reduce compliance burdens.

State Implications of the GILTI to NCTI Conversion

State Implications of the GILTI to NCTI Conversion

The One Big Beautiful Bill’s changes to the taxation of international income have surprising implications for state codes, yielding tax increases and a revised tax base that, through quirks of state incorporation, bears very little resemblance to the federal base and almost nothing of its purpose.

State and Local Sales Tax Rates, Midyear 2025

State and Local Sales Tax Rates, Midyear 2025

Retail sales taxes are an essential part of most states’ revenue toolkits, responsible for 24 percent of combined state and local tax collections.

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