This is the core competency of Levin & CO., LLP. We have specific areas of expertise in tax preparation and planning and can serve your needs in the following areas:


C Corporations

  • Consolidated
  • Multi-state
  • Tax Provisions
  • Sale or Acquisition
  • Tax Planning

Partnerships

  • LP’s, LLP’s, LLC’s
  • Special Allocations
  • Entity Elections
  • Real Estate Investments
  • Multi-state
  • Basis and At-Risk Calculations

Business Sale or Acquisition

  • Tax Structuring
  • Asset or Stock Sales
  • Basis Step-Ups
  • Installment Sales
  • Hybrid (asset and stock) Methods

Individuals

  • Tax Planning/High Net Worth
  • Sole Proprietorship/Small Businesses
  • Home Sale/Purchase
  • Rental Property
  • Multi-state

S Corporations

  • Incorporation/Election
  • Shareholder Basis Calculations
  • Self-Employment Tax Planning
  • Qualified Subchapter S Subsidiaries
  • Inadvertent Terminations

  • Preparation services
  • Trust Returns
  • Estate Returns
  • Gift Tax Returns
  • Final Return of a Decedent

Estate & Trust


International

  • Expatriate Tax
  • Offshore Corporations/Partnerships
  • FATCA Reporting (Forms 114 & 8938)
  • Foreign Entities Operating in U.S.
  • Non-Resident Aliens

  • General Excise Tax
  • Transient Accommodation Tax
  • Multi-state Corporate or Partnership Operations
  • Tax Matters Representation

State Tax Matters