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Consulting Services

OTS tax professionals provide specialized consulting services on an hourly or contingency basis to ensure that you are paying only the minimum in taxes required by law. Focusing on Tax Planning, Recovery, Compliance Review, and Audit Review/Negotiation, OTS is consistently able to identify and recover prior overpayments; reduce audit-related assessments, and plan ahead so that your bottom line is never again compromised by unnecessary tax overpayments.

Planning

• OTS improves your bottom line by reducing future tax burden
• Complete legal analysis provided
• Tax consequences identified up front for acquisitions, new jurisdictions, mergers, new product lines, spin-offs, reorganizations, and proposed lease and financing arrangements

Recovery

• All tax related documents from the past three years are reviewed
• Overpayments and misdirected payments are identified
• Risk-reward scenarios are created for each potential refund
• OTS will file and manage the refund claims process
• OTS will prevent future overpayments

Compliance Review

• OTS conducts a thorough review of documents, processes, policies and procedures
• Areas examined include payables and receivables, asset purchasing, fuel and mileage accounting, and tax returns
• All locations and jurisdictions are included in the review
• Comprehensive report identifies exposures, opportunities and overall tax health

Audit Review/Negotiation

• Assessments from current or recent audits are reduced
• Accuracy and legitimacy of past audits are verified
• OTS provides representation, support and guidance throughout any audit, negotiation and appeal process
• OTS works closely with counsel

Remember, OTS isn’t simply a tax consultant – we’re a business partner who is with you for the long haul. Become an OTS client today and enjoy access to our comprehensive tax library, quarterly newsletter, and the peace of mind that comes with being able to contact the best in the industry with any tax and audit questions.