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.
 

Related News

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


As Seen In

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

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

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.


As Seen In

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.

Joseph Perry, National Tax Leader of Marcum, discusses the big changes individuals should be paying attention to when they do their taxes this year, and ....

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


As Seen In

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

As small business owners compile their income tax returns, they'll confront some of their losses from the new tax law: popular deductions that have disappeared ....

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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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.

Americans are still making sense of the Tax Cuts and Jobs Act, the largest tax-law reform in 30 years. The TCJA was enacted in December ....

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.

Taxing the wealthiest Americans at a higher rate may be good politics, since most voters won’t be affected. But while two recent proposals sound simple ....

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.

The longest government shutdown in U.S. history could cause tens of thousands of businesses to make a tough choice about whether to claim one of ....

Paying for Family and Medical Leave Will Help Employees Handle Life's Challenges and Generate Tax Savings


Beyond The Numbers - January 2019

Paying for Family and Medical Leave Will Help Employees Handle Life's Challenges and Generate Tax Savings

Among the many changes included within the Tax Cuts and Jobs Act (TCJA), which was signed into law in December 2017, the Family and Medical ....

State of Connecticut Pass-Through Entity Re-characterization


Tax Flash - State & Local Taxation

State of Connecticut Pass-Through Entity Re-characterization

The State of Connecticut's Department of Revenue Services (DRS) has issued notices informing many taxpayers that their elections to re-characterize personal estimated tax payments as payments ....

Fox Business quoted Tax Principal Michael D’Addio about how the government shut-down is impacting the IRS.


As Seen In

Fox Business quoted Tax Principal Michael D’Addio about how the government shut-down is impacting the IRS.

While the Trump administration said this week the Internal Revenue Service will issue tax refunds even if the government shutdown drags on into tax season, ....

Associated Press quoted Edward Reitmeyer, Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services, in an article about uncertainties surrounding the small business tax deduction.


As Seen In

Associated Press quoted Edward Reitmeyer, Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services, in an article about uncertainties surrounding the small business tax deduction.

Millions of small business owners will be in uncharted waters this tax season as they try to determine if they qualify for a deduction that ....

Form 1099 Filings for Year-End 2018 Due January 2019


Tax Flash

Form 1099 Filings for Year-End 2018 Due January 2019

Happy New Year to our readers! Now that 2019 is upon us, businesses are gearing up for reporting season.

CNBC quoted Tax Partner Carolyn Mazzenga, leader of Family Wealth Services, in an article about the tax advantages of deferring your year-end bonus.


As Seen In

CNBC quoted Tax Partner Carolyn Mazzenga, leader of Family Wealth Services, in an article about the tax advantages of deferring your year-end bonus.

Here's one good reason to hold off on receiving your holiday bonus this year: It's a move that can help you save on taxes.

Business Interest Expense Limitation under the Tax Cuts and Jobs Act of 2017


Tax Flash - Tax Return Compliance

Business Interest Expense Limitation under the Tax Cuts and Jobs Act of 2017

Interest deduction rules were significantly amended under The Tax Cuts and Jobs Act signed into law last December 2017. In early December 2018, the IRS ....

Bloomberg News quoted Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services in an article about how to lower your tax bill before the end of 2018.


As Seen In

Bloomberg News quoted Mid-Atlantic Regional Partner-in-Charge of Tax & Business Services Edward Reitmeyer in an article about how to lower your tax bill before the end of 2018.

President Donald Trump pledged that his tax law would kill off breaks and complex loopholes for the wealthy. Instead, the overhaul has ushered in a ....

New York State Offers Itemized Deduction Relief for Residents


Tax Flash - State & Local Taxation

New York State Offers Itemized Deduction Relief for Residents

One of the most talked about changes resulting from last year's passage of the Tax Cut and Jobs Act is the limitation or elimination of ....

Accounting Today announced the availability of the 2018 Marcum Year-End Tax Guide.


As Seen In

Accounting Today announced the availability of the 2018 Marcum Year-End Tax Guide.

Marcum LLP released its 2018 Year-End Tax Guide on Wednesday, providing advice to taxpayers and tax professionals about how to handle the Tax Cuts and ....

Marcum LLP Releases 2018 Year-End Tax Guide: Reference Tool for Tax Planning


Press Release

Marcum LLP Releases 2018 Year-End Tax Guide: Reference Tool for Tax Planning

Marcum LLP today released its 2018 Year-End Tax Guide. This year's guide includes 17 chapters discussing how taxpayers are affected by the Tax Cuts & ....

The Hartford Business Journal published a column by Philadelphia Real Estate Chair Edward Reitmeyer for its latest real estate focus, on how commercial property owners are impacted by the new tax law.


As Seen In

The Hartford Business Journal published a column by Philadelphia Real Estate Chair Edward Reitmeyer for its latest real estate focus, on how commercial property owners are impacted by the new tax law.

The Tax Cuts and Jobs Act is the most sweeping change to the U.S. federal income tax laws in over three decades, and it will ....

The Associated Press interviewed Tax Principal Michael D’Addio for a syndicated story on the new rules for deducting business meals.


As Seen In

The Associated Press interviewed Tax Principal Michael D’Addio for a syndicated story on the new rules for deducting business meals.

The IRS is making it simpler for business owners to deduct the cost of meals with customers and clients. The agency last week issued guidance ....

Tracing of Interest Expense Related to Debt-Financed Distributions


Tax Compliance

Tracing of Interest Expense Related to Debt-Financed Distributions

When proceeds are received from a loan, there are various tax consequences depending on whether the borrower is the taxpayer or an entity owned by ....

The Authors Guild Bulletin quoted Tax Partner Robert Pesce in its authors’ guide to the revised tax code.


As Seen In

The Authors Guild Bulletin quoted Tax Partner Robert Pesce in its authors’ guide to the revised tax code.

The many changes to the federal tax law passed by Congress last fall took effect on January 1, 2018. These changes will apply to your ....

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  Farrington, Partner, Tax & Business
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.

 
 
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Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

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