Strategic Federal & State Tax Advisory

ZS Accountax & Consulting LLC

Strategic Tax & Financial Advisory Practice

Advanced Tax Strategy. Regulatory Protection. Structured Compliance.

INDIVIDUAL & BUSINESS TAX COMPLIANCE

01.

Individual Federal & State Tax Filing

Comprehensive preparation and filing of federal and multi-state returns with structured compliance review.

Core Filings Include:
• Form 1040 – U.S. Individual Income Tax Return
• Schedule C – Business Income (Sole Proprietors)
• Schedule E – Rental & Pass-Through Income
• Schedule D & Form 8949 – Capital Gains Reporting
• Form 1116 – Foreign Tax Credit
• Form 2555 – Foreign Earned Income Exclusion
• Form 8960 – Net Investment Income Tax
• Form 8995 / 8995-A – Qualified Business Income Deduction

Services Include:
• Deduction validation & substantiation review
• Estimated tax projections (Form 1040-ES)
• Multi-state allocation analysis
• Prior-year compliance review
• Capital gains structuring strategy

02.

Business Entity Tax Filing

Structured preparation for partnerships, S-corporations, C-corporations, and foreignowned entities.

Partnerships & Multi-Member LLCs:
• Form 1065 – U.S. Return of Partnership Income
• Schedule K-1 Reporting
• Capital Account Reconciliation
• Basis Tracking & Distribution Analysis

S-Corporations:
• Form 1120-S – U.S. Income Tax Return for an S Corporation
• Shareholder Compensation Review
• Distribution Structuring
• Payroll Compliance Coordination

C-Corporations:
• Form 1120 – U.S. Corporation Income Tax Return
• Corporate Tax Liability Computation
• Dividend & Retained Earnings Planning
Foreign-Owned U.S. LLC

Compliance:
• Form 5472 Reporting
• Pro Forma Form 1120 Filing
• Related-Party Transaction Documentation
• Compliance Risk Mitigation (Penalty Avoidance)

STRATEGIC TAX PLANNING

Tax planning is conducted proactively and not limited to filing season.

Entity Structure & Elections

• LLC vs S-Corp vs C-Corp comparative analysis

• S-Corporation Election Advisory (Form 2553)

• Compensation Structuring & Reasonable Salary Analysis

• Owner Distribution Optimization

Federal Tax Optimization

• Qualified Business Income (QBI) Planning

• Section 179 & Bonus Depreciation Planning

• Retirement Contribution Structuring

• Installment Sale & Capital Gain Timing

• Multi-State Nexus Risk Evaluation

Payroll & Compliance Review

• Form 941 – Quarterly Payroll Compliance

• Form 940 – Federal Unemployment (FUTA)

• W-2 & 1099-NEC Reporting Structure

• Payroll Tax Exposure Analysis

Planning engagements include forward-looking tax projection models and scenariobased strategy evaluation.

Certified Tax Professionals with unlimited representation rights before the IRS provide
structured defense and resolution services.

Representation Services

• IRS Notice Response

• CP2000 Underreporting Defense

• Audit Representation

• Account Transcript Analysis

• Compliance Correction Strategy

Resolution Services

• Installment Agreements (Form 9465)

• Offer in Compromise Evaluation (Form 656))

• Penalty Abatement Requests)

• Payroll Tax Enforcement Defense)

• Trust Fund Recovery Penalty Analysis

All representation is conducted in accordance with Treasury Department Circular 230 professional standards.

WHY ZS ACCOUNTAX & CONSULTING LLC

Our approach is strategic, documentation-driven, and designed to withstand regulatory
scrutiny

ZS Accountax &
Consulting LLC

Strategic Tax & Financial Advisory Practice

Schedule a Confidential Consultation to evaluate your compliance posture and tax structure.

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