Marcum LLP
Tax & Business

Tax Return Compliance

Marcum's Tax Compliance group provides a wide array of tax reporting services for corporate and non-corporate clients. This group of professionals understands the ever-changing tax laws and regulations and can assist clients in maintaining tax reporting obligations.

The Group's members have extensive experience in tax return preparation and are skilled with various tax preparation software systems. The members pursue varying continuing education courses to stay current in tax issues affecting their clients, including attending both national and local tax seminars.

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Among the compliance services available through the Tax Compliance Group are:

  • Preparation of individual (Form 1040) and state and local tax returns.
  • Preparation of Form 1120 (regular corporation), 1120F (foreign corporation ), 1120S (S corporation), 1065 (partnership and LLCs).
  • Preparation of consolidated corporate tax returns.
  • Preparation of state and local returns on a stand-alone or combined basis.
  • Preparation of various forms for trusts, estates and gifts.
  • Preparation of various forms for tax-exempt entities and private foundations.
  • Preparation of various foreign information forms including Forms 926, 3520, 3520-A, 5471, 5472 and TD F 90-22.1.
  • Preparation of various forms for foreign persons’ U.S. source income including Forms 1040NR, 1042, 8804, 8805 and treaty positions.
 

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Tax Return Compliance

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Tax Benefits of Implementing a Retirement Plan or Upgrading Your Current Plan


Trusts & Estates

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The Impact of the TCJA on Charitable Organizations


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NBC Connecticut interviewed Tax Partner Michael Maksymiw, Jr. for a story about options available to taxpayers who haven't yet filed their 2018 tax returns.


As Seen In

NBC Connecticut interviewed Tax Partner Michael Maksymiw, Jr. for a story about options available to taxpayers who haven't yet filed their 2018 tax returns.

People who have yet to have their taxes prepared may have a tough time finding an accountant to help at this late date.

Best Company quoted Boston Office Managing Partner Douglas Farrington in an article about tax extensions.


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CBS Evening News featured National Tax Leader Joseph Perry discussing the complexities of the 2018 tax filing season.


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Accountant Joe Perry calls this the Super Bowl for accounting firms because you have to be a pro to figure all this out.

IRS Gives Taxpayers Greater Relief from Penalties for Underpayment of Estimated Taxes


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PYMNTS.com quoted Philadelphia Tax Partner-in-Charge Edward Reitmeyer in an article about the critical role CPAs play in helping small businesses compute their tax liability under the new tax rules.


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Most of the last-minute opportunities to reduce your tax liabilities for 2018 have come and gone.

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Marital Dissolution

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Tax Return Compliance

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Tax season is upon us, and with it invariably come over-the-top car commercials exhorting businesses to take advantage of the opportunity for a write-off.

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Trusts & Estates

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A New Tax Credit Based on an Old Law


Tax Compliance

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Bloomberg Markets Radio invited National Tax Leader Joseph Perry onto the program to discuss the 2019 tax season.


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CNBC's Worldwide Exchange invited National Tax Leader Joseph Perry to discuss the new federal cap on the deduction of state and local taxes and its impact on residents of high-tax states.

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Associated Press quoted National Tax Leader Joseph Perry in an article about new limits on business deductions for small businesses.


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Associated Press quoted National Tax Leader Joseph Perry in an article about new limits on business deductions for small businesses.

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MarketWatch quoted Tax & Business Services Leader Joseph Perry about the lack of IRS guidance on the new tax law, which is complicating on-time filing for individual taxpayers.

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The New York Times quoted Maury Cartine, partner-in-charge of New York City Tax & Business Services, in an article about the complexities of taxing the wealthiest Americans.


As Seen In

The New York Times quoted Maury Cartine, partner-in-charge of New York City Tax & Business Services, in an article about the complexities of taxing the wealthiest Americans.

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Bloomberg quoted Edward Reitmeyer, Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services, on the absence of final IRS rules, due to the government shutdown.


As Seen In

Bloomberg quoted Edward Reitmeyer, Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services, on the absence of final IRS rules, due to the government shutdown.

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TAX REFORM INSIGHTS

Stay Informed about the Latest Developments in National Tax Reform

  VIEW TAX REFORM INSIGHTS
 
 

Contacts

Select the region to view contacts.

Robert L. Babek, Office Managing Partner, Tax & Business
Office Managing Partner
Tax & Business
Los Angeles, CA
CA

Karen  Connair, Partner, Tax & Business
Partner
Tax & Business
Costa Mesa, CA
CA

Douglas J. Farrington, Office Managing Partner, Tax & Business
Office Managing Partner
Tax & Business
Boston, MA
MA

Diane  Giordano, Partner, Tax & Business
Partner
Tax & Business
Melville, NY
NY

Michele  Lipson, Partner, Tax & Business
Partner
Tax & Business
Miami, FL
FL

Brett  McGrath, Partner-in-Charge, Tax Services -  Connecticut, Tax & Business
Partner-in-Charge
Tax Services - Connecticut
Tax & Business
Hartford, CT
CT

 
Jayson  Morgan, Partner, Tax & Business
Partner
Tax & Business
Costa Mesa, CA
CA

Robert  Pesce, Partner, Tax & Business
Partner
Tax & Business
New York, NY
NY

Gary  Rose, Partner-in-Charge, Tax Services -  Illinois, Tax & Business
Partner-in-Charge
Tax Services - Illinois
Tax & Business
Deerfield, IL
IL

Jill  Scher, Director, Tax & Business
Director
Tax & Business
Melville, NY
NY

Gregory  Wozniak, Partner, Tax & Business
Partner
Tax & Business
Melville, NY
NY

 
 
2018 YEAR-END TAX GUIDE

The Marcum 2018 Year-End Tax Guide continues our tradition of providing timely tax guidance for the upcoming year.

 
 
HAVE A QUESTION? ASK MARCUM
 
 
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