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Tax Compliance & Advisory Services
Thousands of individuals and corporations trust Robins, Eskew, Smith & Jordan each year with their income tax preparation. They know that RESJ represents excellence in service and experience, innovation in tax planning strategies, and the assurance of required compliance. Our foundation is an experienced base of tax professionals. All RESJ tax professionals are equipped with the current knowledge of new tax updates and laws that are relevant to your success.
Our tax services include:
Tax Compliance
Almost every business decision carries tax implications. Our professional staff is available to help you and your company to reach your goals by offering sound business advice and planning that aligns with tax strategies for your overall business needs. Partnerships, not-for-profit organization, trusts, estates, and employee benefit plans trust RESJ to handle their tax requirements.
Strategic Tax Planning
RESJ offers innovative, yet practical, solutions to tax issues before they become tax problems. Our strategies are customized for your type and size of business. RESJ tax professionals will constantly strive to provide our clients with continuous tax savings ideas. Our goal is to help your company create wealth and preserve assets for the beneficiaries.
State and Local Corporation Taxes
- Strategic multi state reviews of state and local tax posture; evaluation of nexus, corporate structure, apportionment/allocation, tax filing methodology and hybrid structures (e.g., LLPs, LLCs, LPs, Delaware Holding Companies)
- Tax exposure analysis and voluntary disclosure negotiations and agreements; advocacy and tax controversy services
- Due diligence reviews related to mergers, acquisitions, dispositions and reorganization transactions
Real and Personal Property Taxes
- Multi state reviews to identify real and personal property tax overvaluations and mediation services to secure reductions in assessed valuations
- Issue or industry-specific reviews, concentrating on special provisions or circumstances, including pollution control, research and development, enterprise zones, and leasing arrangements
- Coordinated services related to cost segregation studies involving federal tax depreciation classifications and sales and use tax exemption provisions
State and Local Taxes
RESJ's state and local tax specialists will assist you in integrating effective strategies to plan for and comply with all state and local demands. In addition to routine state and local tax planning, we offer a number of strategies to reduce your overall state and local tax burden including:
- Voluntary compliance review-analyzes applicable nexus requirements and limits exposure and liabilities through negotiations with the states
- Bad debt sales tax recovery-recoup tax liabilities incurred form bad debts
- Reverse sales and use tax audit-review past return filings for refund opportunities
Sales and Use Taxes
- Sales Tax Asset Recovery Services-comprehensive review to identify and secure large-dollar tax refunds and/or offset tax deficiencies
- Policy and Procedure Review-evaluation of tax compliance systems and procedures and recommendation to enhance the efficiency of the system and accuracy of the tax reporting
Federal and State Payroll/Unemployment Taxes
- Identification of unemployment tax planning structures and filing elections that reduce future liabilities and secure prior period overpayments
- Tax entity planning from a payroll tax perspective
- Due diligence reviews in conjunction with merger, acquisition or disposition activities
Employee Benefits Consulting
Qualified savings and retirement plans have been the subject of considerable attention by all companies in recent years. A series of complex ERISA and tax law changes have made the design and operation of qualified plans a critical issue for employers.
Our employee benefits specialists are able to assist the Company's accounting and benefits personnel in ensuring that their plans are operated on a cost-effective basis and in compliance with the applicable laws and regulations.
- ESOP
- Retirement Plans
- Employee Pension Plans/Deferred Compensation Plans
- Cafeteria Plans
- Incentive Compensation Plans
- Golden Parachute Plans
Other Service offerings include:
- Health and welfare plans-create and implement Section 125 cafeteria plans and self-funded health and welfare benefit plans.
- Compliance-correct plan violations, resolve accounting issues, and provide support during IRS and DOL plan audits.
- Cost classification studies to help minimize tax bill and increase cash flow
- Accounting methods-determines when to recognize revenues and expenses and how to maximize change opportunities.
- Transaction planning and compliance with plans already established-ease tax concerns and maximize tax savings during your organization's divesture and reorganization.
- Pass-through entities-generate tax-planning strategies aimed specifically at the needs of an S corporation, partnership, or limited liability company.
- Goodwill-generate tax savings by segregating the value of intangible assets, such as the brand name and proprietary "know-how" of a company being bought or sold.
- Gain elimination-reduce or eliminate taxation on capital gains and ordinary-income gains.
- Research and experimentation credits-identify and maximize all eligible tax credits and incentives.
- Capital cost benefits-implement creative tax strategies related to the assets of capital-intensive businesses.

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