Tax Compliance & Accounting Services Business
Your
Local Accounting and Tax Specialists for Businesses.
OVER 35 YEARS OF BUSINESS CONSULTING IN SOUTH JERSEY
The Caglioti Group offers a full complement of tax planning and compliance as
well as accounting services for corporations, partnerships, not for profit
entities, private foundations as well as estates and trusts. The practice
is comprised of professionals, all of whom have more than 20 years of
experience.
Tax Compliance Services: Business
Monitor Federal, State, and Local estimated tax requirements in order to determine ideal timing and amount of tax payments f or optimal cash management while avoiding penalties
Preparation of Federal, State, and Local Business tax returns for
corporations, partnerships, and not for profit entities.
Review of tax fi lings in jurisdictions outside of the United Slates including
review and translation of financial statements prepared in foreign
currency in order t o ensure compliance with Controlled Foreign
Corporations
Tax Compliance Services: Not for Profits & Private Foundations
Preparation of Federal Form 990, Form 990-PF and State required reports.
Monitor Unrelated Business Income and provide planning for Unrelated
Business Taxable
Income
and Related Income
Tax.
Preparation of State filings needed in order t o ensure compliance with
Revenue
Department and State Attorney
General requirements.
Initial filing with Stat e and Internal Revenue Service to ensure proper
formation of entity and achievement of Not for Profit status in
conformity
with State
Law and
Internal
Revenue Code.
Drafting of Organization By-Laws and monitor compliance with
prohibition on private
insurance,
conflict
of interest
and political
activities.
Monitor compliance
with
Annual
Distribution
Requirement.
Monitor Foundation activities to ensure avoidance of self- dealing
transactions,
excess business
holdings, jeopardy
investments and
taxable expenditures.
Estate Administration & Planning
Assist Executors/Administrators and Legal
Counsel with
Probate Filings.
Maintain Accounting Records for estate from Date of Death through
Final
Distribution.
Preparation of State required Surrogate and Orphans' Court
Accountings.
Preparation
of
Federal
and
State
Fiduciary
Income
Tax Returns.
Preparation
of
Federal
Estate
Tax Returns.
Preparation
of State Inheritance
and/or
Estate Tax
Returns.
Prepare
personal financial
statements/assess
client's
net worth.
Review existing estate planning documents.
Make recommendations based upon client's family, business, charitable goals and other objectives.
Multi-Jurisdictional Tax Advisory Services
Review
client operations to
determine nexus and
compliance
with all
stat
e and
local
filing
requirement including
Income Tax,
Sales
and Use
Tax, and
Property Tax.
Prepare filings
required
to receive benefits
of
business Incentives
and tax
credits
Review
US and
Foreign
Country
Tax Treaties
t o
ensure maximum
tax
benefits
Tax Representation
Respond to and defend against Federal, State and Local tax notices and assessments.