Tax Consulting

QTA Consultants, Ltd.

Tax Consulting Services

Navigating the complexities of the Internal Revenue Code, especially with the recent changes introduced by the Tax Cuts and Jobs Act, can be one of the most challenging aspects of corporate and personal finance. At QTA Tax, Ltd., our tax professionals are committed to providing you with peace of mind by leveraging their deep understanding of tax law and extensive experience working with individuals, partnerships, businesses, estates, and trusts.

Expert Tax Consulting Near You

We offer comprehensive tax planning services designed to reduce your tax liability and help you retain more of your earnings. Our team includes certified public accountants (CPAs) and enrolled agents (EAs), who are the most qualified tax consultants. These professionals possess the formal education and experience necessary to provide detailed strategic guidance. Some tax consultants may only be registered with the IRS, lacking a formal degree to enhance their tax advisory knowledge.

Requirements for Becoming a Tax Consultant

Although there is no established accreditation process for tax consultants, they typically hold a bachelor's degree in accounting, finance, tax law, or a related field. IRS regulations require paid consultants or advisors who file tax returns to register as tax return preparers and obtain a Preparer Tax Identification Number (PTIN). Additionally, tax return preparers must pass the Competency Test for Registered Tax Return Preparers, though CPAs, EAs, attorneys, supervised preparers, and certain other preparers are exempt from this exam.

Tax return preparers with a provisional PTIN have passed the competency test, while CPAs, EAs, and attorneys receive an active status automatically. All paid tax return preparers must undergo a tax compliance check and sustainability check to become registered preparers.

Business Tax Consulting Services

  • Income Tax Preparation, Consulting, and Planning:

    For pass-through and corporate entities.

  • Tax Deductions:

    Identifying deductions to lower your tax burden.

  • Retirement Tax Planning:

    Strategies to minimize tax liability in retirement.

  • Cost Segregation Studies:

    Maximizing tax savings through accelerated depreciation.

  • R&D Tax Credits:

    Consulting on research and development tax credits.

  • State and Local Incentives:

    Assistance with selection and implementation.

  • International Tax Compliance:

    Planning and consulting for international tax obligations.

  • Payroll Tax Preparation:

    Comprehensive payroll tax services.

  • Sales and Use Tax Preparation:

    Ensuring compliance and optimization.

  • Depreciation Management:

    Tracking and managing depreciation for assets.

Individual Tax Consulting Services

  • Tax Preparation and Planning:

    Tailored for individual needs.

  • Estate Tax Planning:

    Ensuring efficient estate tax strategies.

  • Retirement Planning:

    Comprehensive planning for individual retirement.

  • IRS Representation:

    Support during audits, examinations, or notices.

  • Mail Audit Assistance:

    Expert guidance for mail audits.

  • Property Tax Consulting:

    Planning and preparation for tangible property taxes.

  • Depreciation Management:

    Fixed asset management and tracking.

  • Rental Property Income:

    Managing taxes on rental property income.

  • Life Event Tax Planning:

    Addressing tax implications of marriages, divorces, deaths, and births.

Our dedicated tax experts are ready to assist you with all your tax needs. Contact us today to find the best tax consulting services near you.