Our Tax Preparation Services
At Kim & Rosado LLP, we don’t just fill out tax forms — we help you plan strategically for the future. With our deep understanding of the tax code and insider experience from years inside the IRS, we offer high-level tax preparation and proactive planning services tailored to your specific financial and legal needs.
- Preparation of complex individual, business, and trust tax returns
- Partnership and corporate tax filings
- State and local tax (SALT) compliance
- Filing for foreign income and asset disclosures (FBAR, FATCA)
- Estate and gift tax return preparation (Form 706, 709)
- Amended and late-filed returns
- Coordination with your CPA or financial advisor
- Bookkeeping
Ready to optimize your tax strategy?
Contact us today to schedule a confidential consultation with our experienced tax attorneys.
Tax Planning for the Long Term
Tax preparation happens once a year — but tax planning should be ongoing. Our firm helps you build long-term tax strategies that align with your financial goals, business operations, and estate planning.
We provide personalized guidance on:
- Minimizing liability through proactive structuring
- Timing of income and deductions
- Retirement and investment tax strategies
- Charitable contributions and philanthropic planning
- Succession and estate planning with tax efficiency in mind
Opportunities & Risk Assessments
We help individuals and businesses uncover potential opportunities while minimizing tax exposure and legal risk. Our attorneys draw on decades of IRS and private practice experience to evaluate your situation from every angle — identifying red flags, strategic advantages, and areas of concern before they escalate.
Our services include:
- Pre-audit risk analysis and strategic positioning
- Assessment of penalty exposure and litigation risk
- Review of tax planning strategies for compliance and sustainability
- Guidance on voluntary disclosures, amended returns, and protective filings
- Legal opinions and memoranda to support key positions
Request A Consultation
Kim & Rosado LLP specializes in helping businesses and individuals resolve federal tax concerns. Complete the form below and you will be contacted shortly.