Services

U.S. Compliance Tax Services

Federal, state, and local tax compliance, planning, and controversy support — designed to minimize tax and maximize clarity.

Schedule a Consultation Call 305.529.5440

Overview

Tax should not be a surprise in March. GEMRT builds an ongoing tax workflow around your business — not a once-a-year scramble — so that filings are clean, positions are defensible, and opportunities are captured when they arise.

We serve corporations, partnerships, S-corporations, LLCs, trusts, estates, and individuals. Whether you need straightforward preparation or a multi-entity planning engagement, partners remain involved in the review and sign-off.

What we deliver

  • Federal corporate, partnership, S-corp, trust, and estate tax returns
  • Individual federal and multi-state returns (1040, 1040-NR)
  • State and local tax compliance and nexus analysis
  • Sales and use tax compliance
  • Year-round tax planning and projections
  • Entity structuring and reorganizations
  • IRS and state representation and controversy support
  • Quarterly estimates and withholding strategy

Who it's for

  • Businesses wanting a proactive tax strategy, not just filings
  • Multi-state operators navigating nexus and apportionment
  • Owners of closely held businesses planning exits, sales, or transfers
  • Individuals with complex returns involving multiple states, investments, or passive activity
  • Clients facing IRS or state audits who want partner-level representation

How we work

Every GEMRT engagement follows a consistent pattern: a scoping conversation with a partner, a written engagement letter with clear deliverables and fees, and partner-level involvement throughout. You will not be handed off to rotating junior staff once the engagement letter is signed.

For ongoing work, we recommend quarterly touchpoints so planning opportunities are caught early and surprises are avoided. For project work, we scope tightly, execute, and move on.

Frequently asked questions

Do you represent clients in IRS audits?

Yes. GEMRT provides representation and controversy support for federal and state tax audits, notices, and appeals. Engagements are led by partners or senior managers experienced with examination procedures.

Can you handle returns for multi-state businesses?

Yes. We regularly prepare and plan for multi-state filings, including nexus determination, apportionment analysis, and state-specific elections.

How early in the year should tax planning start?

For most clients, quarterly check-ins are appropriate. For transaction-driven years — a sale, acquisition, ownership change, or major investment — planning should begin months in advance, not after the fact.

Let's talk

Ready to work with a firm that actually pays attention?

Tell us about your business, your family, or the matter in front of you. A partner or senior advisor will respond within one business day.