Tax
Our experienced staff will help you navigate the constantly changing laws, regulations, and compliance requirements. We cater to both individuals and businesses with a full menu of services.
Individuals
Batley CPA, LLC offers coordinated tax planning and compliance to help you minimize the impact of taxes on your assets and cash flow. Our individual tax services include:- Individual federal, state, and multistate income tax filing
- Estate and trust income tax filing and compliance
- Income tax planning
- Quarterly estimated tax voucher calculations
- Planning for IRA and qualified plan withdrawals
- Planning for taxation of Social Security benefits
- Expatriate planning and compliance
- Audit support and representation before the IRS and Wisconsin Department of Revenue
- Transaction planning and facilitation, e.g. real estate, stock trades, inheritance
Businesses
Smart and practical tax planning is an inherent part of every business’s strategy and efforts to create value and improve profits and cash flow. The tax climate for small business is complex and a veritable minefield for the unwary. We offer the following services to reduce your risk, simplify decision making, and help you achieve your business goals:- Business federal, state and multistate tax compliance covering Corporations, S-Corporations, Partnerships, Schedules C, LLCs
- Sales and Use tax compliance and planning
- Personal and Manufacturing property tax reporting
- Payroll tax processing and reporting
- Audit support and representation before the IRS and all state agencies
- Entity selection guidance
- New business startup services
- Merger, acquisition, and business sale transaction structuring
- Tax research and position opinions
Audit Support & Representation
Batley CPA professionals are fluent in “tax speak”. We can ensure that federal and state tax rules and regulations are interpreted correctly and applied to you fairly and impartially. Our audit support services include:- Representation before the IRS and various state agencies
- Audit support document review and organization
- Research and position opinions
- Hosting tax agency auditors at our offices
- Tax notice responses
- Offers in compromise
Offers in Compromise
There are times when circumstances simply don’t allow for the full payment of taxes that are due. The IRS and state revenue agencies are willing to negotiate. We can walk you through the bureaucratic maze to get the correct forms filed and present your case in the best possible light to get you back onto a more sound financial footing.
Individuals
Batley CPA, LLC offers coordinated tax planning and compliance to help you minimize the impact of taxes on your assets and cash flow. Our individual tax services include:
- Individual federal, state, and multistate income tax filing
- Estate and trust income tax filing and compliance
- Income tax planning
- Quarterly estimated tax voucher calculations
- Planning for IRA and qualified plan withdrawals
- Planning for taxation of Social Security benefits
- Expatriate planning and compliance
- Audit support and representation before the IRS and Wisconsin Department of Revenue
- Transaction planning and facilitation, e.g. real estate, stock trades, inheritance
Businesses
Smart and practical tax planning is an inherent part of every business’s strategy and efforts to create value and improve profits and cash flow. The tax climate for small business is complex and a veritable minefield for the unwary. We offer the following services to reduce your risk, simplify decision making, and help you achieve your business goals:
- Business federal, state and multistate tax compliance covering Corporations, S-Corporations, Partnerships, Schedules C, LLCs
- Sales and Use tax compliance and planning
- Personal and Manufacturing property tax reporting
- Payroll tax processing and reporting
- Audit support and representation before the IRS and all state agencies
- Entity selection guidance
- New business startup services
- Merger, acquisition, and business sale transaction structuring
- Tax research and position opinions
Audit Support & Representation
Batley CPA professionals are fluent in “tax speak”. We can ensure that federal and state tax rules and regulations are interpreted correctly and applied to you fairly and impartially. Our audit support services include:
- Representation before the IRS and various state agencies
- Audit support document review and organization
- Research and position opinions
- Hosting tax agency auditors at our offices
- Tax notice responses
- Offers in compromise
Offers in Compromise
There are times when circumstances simply don’t allow for the full payment of taxes that are due. The IRS and state revenue agencies are willing to negotiate. We can walk you through the bureaucratic maze to get the correct forms filed and present your case in the best possible light to get you back onto a more sound financial footing.
