|
Moodys offers a comprehensive, exhaustive review process for individuals and their corporations or trusts, and for accountants who want an impartial eye on their clients’ tax situation.
Our reviews delve into the past, present and future of your tax situation and offer you the confidence that comes from a relentless, no-stone-unturned examination.
Click a heading for more information.
For private individuals, corporations and trusts
The Moodys Tax Optimization Review will identify areas of risk and tax planning opportunities for you and your related corporations and trusts. It will provide you with peace of mind in your tax and estate planning affairs.
- We perform a comprehensive, multi-year review of your tax affairs
- We identify areas of tax risk and tax planning opportunities
- We double check our findings, using a second reviewer
- We provide you with a detailed report and, if desired, review it with your existing tax preparer/accounting advisor
- We discuss strategies to minimize tax risk, maximize tax opportunities
- We begin a separate engagement if you wish to proceed with implementation
Download our information sheet for a full description.
For accountants
The Moodys Tax Compliance Review is a critical review of selected corporate, personal, trust or partnership returns (prior to filing) that will provide a sober second look at the compliance work you’ve undertaken on behalf of your key clients.
- We conduct a detailed, comprehensive review of your client’s situation
- We generate a preliminary list of compliance queries
- We check our findings and expand the list, using a second reviewer
- We provide a comprehensive list of compliance queries for your review
- We submit our formal review and suggestions for tax planning opportunities
- You provide your client with a tax return that has been thoroughly analyzed
- We contact you to discuss the identified planning opportunities
Download our information sheet for a full description.
|
|
