Services

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Tax Management Services

At Quantum Advisors Choice, we guide our clients through a full range of tax planning and preparation decisions. We develop strategies that minimize tax liabilities, maximize cash flow, and keep our clients on track to achieve their financial goals. Our expertise, experience, analysis, and thorough research enable us to optimize financial opportunities within existing and recently altered tax laws.

Our tax services include:

  • Business Tax
  • Estates & Trusts
  • Individual Tax
  • International Tax
  • LGBT / Modern Family
  • Employee Benefit Audit Support Services
  • Non-Profit Tax
  • Tax Credits & Incentives
  • Payroll Issue Management
  • Payroll, Sales, and Use-tax Reporting
  • Personal Financial Statement
  • Preparation of Tax Returns for Individuals, Corporations, Partnerships, and Estates and Trusts
  • Individual, Corporate, and Partnership Tax Planning
  • Representation Before the IRS and Other Taxing Authorities
  • Reviews of Returns Prepared by Others
  • State & Local Tax Compliance and Reporting

International Tax and Compliance

We assist clients in minimizing tax implications, whether they are U.S. citizens with overseas interests, non-resident aliens with U.S. business operations, or high net worth non-residents with investments in U.S. real estate.

Our services include:

  • Federal, state, and local tax compliance for US businesses with foreign owners
  • FIRPTA withholding tax certificates
  • Foreign corporations’ ownership of US companies and partnerships
  • Corporate structures
  • Expatriate tax services for employees
  • Financing foreign operations
  • FIRPTA planning
  • Foreign earned income exclusion
  • Foreign tax credits
  • International Transactions
  • Joint ventures with foreign partners
  • Preparation of treaty-based disclosures
  • Residency elections and dual-residence filing
  • Strategic planning, including choice of country or legal entity
  • Transactions with foreign related parties
  • Using treaties to mitigate tax costs of cross-border transactions
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Modern Family Paying Taxes

IRS Representation

Our team provides insight, guidance, and representation in dealing with the IRS. We assist with various matters, including:

  • Application for employer ID for foreign corporations
  • Application for Section 1446 relief Certificates of Reduced Partnership Withholding
  • Application for tax identification number for non-resident aliens
  • Calculation of US withholding tax for payment by foreign persons
  • Correspondence related to FIRPTA withholding certificates
  • Preparation of applications for US tax clearance (residency certificates)
  • Representation of foreign corporations and non-resident aliens in IRS examinations

Accounting and Bookkeeping/Write-up Services

We understand the importance of accurate and insightful financial information for businesses, whether they are start-ups or established enterprises. 

Our services include:

  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, or annual)
  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Employee benefit and profit-sharing plans
  • Start-up services for emerging businesses, including implementation of accounting systems, creation of chart of accounts, coordination of payroll providers, employee benefit plans, and retirement plans, among others
  • Outsourced bookkeeping/accounting services
  • Monthly and year-end closing assistance
  • Monthly bank and credit card reconciliations
  • Payroll management and Form 1099 reporting
  • Forecasts, projections, and budgets
  • Cash flow reporting and analysis
  • Financial statement preparation on a monthly, quarterly, or annual basis
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Compilations

Our team provides insight, guidance, and representation in dealing with the IRS. We assist with various matters, including:

  • Application for employer ID for foreign corporations
  • Application for Section 1446 relief Certificates of Reduced Partnership Withholding
  • Application for tax identification number for non-resident aliens
  • Calculation of US withholding tax for payment by foreign persons
  • Correspondence related to FIRPTA withholding certificates
  • Preparation of applications for US tax clearance (residency certificates)
  • Representation of foreign corporations and non-resident aliens in IRS examinations