Some decisions need a focused review, the right records, and coordination across advisors. Explore the situations where a little more perspective can make the next step clearer.
Find your situationA specialty is useful when it fits the facts. We review eligibility, timing, documentation, and the people who need to be involved before defining the engagement.
Timeline management, identification rules, and recapture analysis for like-kind real estate exchanges.
We map the generally applicable 45-day identification and 180-day exchange periods before the sale closes, review the filing-deadline interaction and any applicable relief, and coordinate with the qualified intermediary on the proposed exchange.
Accelerated depreciation studies screened for actual fit against hold period and passive-loss position.
A study isn't automatically worth ordering. We screen the feasibility first, hold period, passive-activity usability, and current bonus depreciation rules. So the fee is spent only when the benefit is real.
RSU, ISO, NSO, and ESPP planning, including AMT modeling and exercise or sale timing.
Equity comp decisions are usually irreversible once exercised. We model the AMT and cash-flow impact of exercise timing before the decision window closes, not after.
Part-year residency, nexus, and coordinated filing for households and businesses crossing state lines.
A mid-year move, a remote job in another state, or a business expanding into new territory each create their own filing obligations. We coordinate the personal and business sides so the same move doesn't get planned twice, inconsistently.
FBAR, FATCA, and foreign account or property reporting for households with financial ties overseas.
Foreign account and asset reporting carries real penalty exposure for a missed filing, even an honest one. We identify exactly which filings apply to your situation and, where there's a gap, evaluate voluntary disclosure before a bank letter or IRS notice forces the issue.
Cost-basis reconciliation and gain/loss reporting across wallets, exchanges, and NFT transactions.
Cost basis tracked across multiple exchanges and wallets is where crypto tax work usually breaks down. We reconcile the actual transaction history rather than relying on a single exchange's incomplete 1099.
Form 1041 fiduciary filings and multi-generational gifting coordinated with your estate attorney.
Fiduciary filings and beneficiary K-1s run on their own calendar, separate from an individual return, and getting the timing wrong creates real friction for beneficiaries planning around the distribution.
Combat pay exclusions, multi-state PCS moves, and filing extensions for active-duty service members.
A PCS move, combat-zone service, or a change in a military household's residency can create distinct filing questions. We review service dates, residency facts, and available records to identify the appropriate reporting and any specialist coordination needed.
Documentation strategy, technical narrative, and credit modeling for qualifying development work.
The credit is won or lost on contemporaneous documentation, not a year-end spreadsheet reconstruction. We build the technical narrative and time-tracking approach while the work is still happening.
Section 1202 eligibility verification and gain-exclusion planning ahead of an acquisition or sale.
Qualified Small Business Stock eligibility depends on facts set at issuance, years before an exit is in sight. We verify eligibility and model exclusion-maximizing strategies, including trust gifting, well before a transaction is signed.
Direct representation before an examiner, from a routine notice through a formal audit.
A notice with a 30-day deadline reads like a final bill to most owners. We review what actually triggered it, respond with supporting documentation, and represent you directly if it escalates to a formal exam.
SEP-IRA, Solo 401(k), and cash balance plan selection for owners and high-income households.
Most owners default to whatever their payroll provider offers without comparing it against a SEP, Solo 401(k), or cash balance plan on the actual numbers, often leaving thousands in unused contribution capacity on the table every year.
Tell us the decision, the deadline, and the questions you’re working through.
Talk to the OICPA team