Tax Services

1. Tax Planning

Saddock Advisory provides tax planning, business consulting, and personal advice for individuals and businesses in order to optimize your tax planning from top to bottom.  We also stay current with you and your business so that we are able to help you optimize your wealth when significant transactions or events take place. Tax planning  matters have included:
  • Entity selection
  • Depreciation planning
  • Changes in method of accounting
  • Deducting prepaid expenses
  • Like kind exchange planning
  • Entity structure analysis and conversions
  • R&D Credit Analysis
  • Cost segregation studies

2. Tax Compliance

Saddock Advisory offers specialized tax compliance services addressing the compliance needs of corporations, partnerships, and other individuals. Our firm provides flexible solutions that may be adapted to meet the specific needs of our clients. We focus on providing private companies with an integrated approach to tax planning and compliance. This allows us to address the specific needs of our client’s business and ensure that the personal and professional goals of the owners are met.

Tax Collection

As tax advisors, we regularly resolve tax collection issues with IRS Revenue Officers and collection personnel at the Ogden Service Center and the IRS Automated Collection System. We have extensive experience in helping clients with liens, levies, seizures and other enforced collection procedures. In resolving collection matters, we often negotiate installment agreements and offers in compromise and, where appropriate, provide advice regarding the dischargebility of taxes in bankruptcy. Collection matters include:
  • Installment Agreements
  • Currently Not Collectible Status
  • Offers in Compromise
  • Lien and Levy Releases
  • Wrongful Levy
  • Abatement of Penalties

State & Local Tax

State and local tax matters include:
  • Property Tax Valuation Disputes
  • Sales and Use Tax Disputes
  • Determination of multi-state sales tax liabilites
  • State Voluntary Disclosure Agreements

3. Tax Controversy

When it comes to problems, no one wants to face the governmental agencies alone.  Our experience and in-depth knowledge in representing clients before the IRS or state authorities uniquely positions us to help guide our clients through the process and come up with effective solutions.
Tax Controversy work includes:
  • Penalty Abatement
  • IRS Examinations
  • Valuation Disputes
  • IRS Refund Claims
  • Tax opinions
  • Statute of Limitations
  • IRS employment tax examinations
  • Worker classification (employee/independent contractor)
  • Payroll tax issues
  • Return Preparer and Promoter Penalties