Tax Compliance

In today’s shifting tax environment, you need a team of professionals to guide your compliance efforts.

Our tax department with its dedicated team of professionals stay current on the complex federal and state tax laws to provide the expertise that you and your business need.  

Davie Kaplan‘s professionals will work closely with you so that we understand your compliance needs.  We will then offer the necessary resources to make sure your tax reporting obligations are met.  Our goal is to deliver tax solutions that are right for your needs and that provide the proper insight to guide your decisions.

Core Tax Compliance Services:

Federal and state tax return preparation

Strategic efforts to meet requirements with the lowest possible tax cost.

Research projects

How will a transaction be treated for tax compliance purposes? Our professionals will give you the confidence needed to make decisions.

Tax examination representation

When facing a Federal or state tax examination our team of experts is in your corner. We represent clients by offering advice and facilitating examination discussions with the goal of obtaining the most favorable result.