Tax Advisory & Compliance Services
Expert tax services providing planning, preparation, and representation services for various entities.
Jim Stern
A comprehensive approach to tax services, delivering unmatched expertise and knowledge.
Our Approach
We take a comprehensive approach to tax services, providing expertise and knowledge to individuals and businesses throughout the year. Our team offers the services and guidance needed to make important tax decisions. Our experienced team ensures that clients are properly represented in audits and other interactions with tax agencies, providing peace of mind and effective solutions.
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Tax Advisory & Compliance Service Offerings
Individual, S/C-Corp, LLC, & Partnership Returns
Our tax services offer individuals and businesses the expertise and knowledge they deserve year-round. We specialize in tax planning and return preparation for a wide range of entities, including individuals, partnerships, gifts, "S" and "C" corporations, and limited liability companies. Additionally, our services provide clients with the assurance that they are being effectively represented before the Internal Revenue Service (IRS) and state tax agencies. With our extensive experience and in-depth understanding of tax regulations, we have developed a high level of competence in handling audits. Our dedicated team ensures that our clients receive proper representation, helping them navigate the complexities of tax audits and resolving issues with the IRS and state taxing authorities in a professional and efficient manner.
Estate & Retirement Planning
With our comprehensive tax advisory services, we aim to provide clients with exceptional support and strategic tax planning to maximize their financial outcomes through retirement.
Trusts, Foundations, & Not-for-Profits
We specialize in tax planning and return preparation for trusts, estates, gifts, and not-for-profit organizations. Lean on our extensive experience to guide you in making the critical decision of choosing the most suitable entity form. We understand that this decision can have significant tax implications, and we provide expert assistance in evaluating the pros and cons of each entity type. Our goal is to help you determine the most advantageous structure for your activities and goals.
Ready to benefit from our comprehensive tax services?
We purposely designed our solutions as a key element to your success.
With E78, forecasting has been about as good as it can be. It has been a real benefit to the organization. There are fewer surprises, which helps everybody up and down the reporting chain. E78 has been transformative.
Explore Our Other Services
Fund Solutions
Outsourced Fund Services
We provide outsourced C-Suite partners to PE, VC, and Real Estate firms. Our seasoned executives lead portfolio reporting, fund accounting, operations, and compliance, while overseeing fund administration, investor services, coordination with external vendors, and more.
Fund Compliance
We will help you build your regulatory policies and procedures from the ground up, and then provide on-site inspections, education and training for staff, as well as reviewing marketing materials and completing all necessary forms.
Fund Administration
We set up, maintain and review your business’s fund accounting, financial operational and investor reporting, and develop, maintain and update valuation policies and procedures.
Tax Services
We provide professional tax consulting, tax return preparation, and comprehensive assistance with business formations including entity selection and IRS audits.
Download: CFO Services for Private Equity Funds and their Portfolio Companies
The right people, processes, and systems that make up your fund solution are critical elements to help ensure success. Download this whitepaper to learn more.
