Adding value to your tax function.

We collaborate and partner with your tax team.  And by incorporating our highly experienced tax professionals into your tax functions, you leverage our strong foundation of high-quality, efficient and accurate day-to-day tax reporting and analysis into your business. 

SALT Center of Expertise

In today’s economy, nearly every organization needs help sorting out state and local, income and transaction tax issues and finding ways to comply and minimize the impact of state and local tax liabilities. State and local laws are complicated and in-house resources may be limited or unfamiliar with the ins and outs of each jurisdiction’s reporting requirements.  

Our SALT Center of Expertise offers you access to focused, in-depth knowledge for specific processes, industries and technical issues.  Our team delivers in a flexible model to assist or outsource automation and compliance in the following areas:

 

  • Income and Franchise Tax Compliance
  • Sales/Use Tax Compliance
  • Property Tax Compliance
  • Unclaimed Property
Tax Compliance

Enhancing performance, lowering costs. Jefferson Wells tax professionals are well-armed for the quantitative work of tax compliance and reporting. Our tax compliance experts will help you meet your federal income tax, state income/franchise tax, international tax, and amended state returns through co-sourcing or outsourcing.

Our team can help you:

 

  • Build stronger audit response capabilities 
  • Improve performance through automation and process redesign 
  • Streamline or outsource recurring processes to free your organization to focus on bigger issues  
  • Identify, assess and correct your most pressing operational issues and improvement opportunities within your tax operations
Tax Accounting
With our in-depth understanding of the income tax provision process, we help you navigate the highly challenging corporate tax accounting environment. Increased workloads expanded responsibilities and continuing demands for faster and better tax reporting drive tax departments to become more efficient and effective.  

Not only has regulatory and investor scrutiny been heightened, but the corporate governance landscape and the marketplace are also undergoing rapid change. This raises the stakes for corporate tax departments. Our flexible model allows for preparation and review of quarterly and annual tax provision and accounting footnotes, as well as FIN 48 reporting and tax account analysis.
Tax Consulting

Companies are challenged with unique tax issues whether it be driving efficiency within their department processes, needing audit defense support, or specialty skills in corporate loss limitation studies (Section 382), transfer pricing, and new tax advantages as they occur.

 

Jefferson Wells approaches each engagement with a whatever-it-takes perspective gained from years of working in partnership with thousands of mid- to large-sized organizations. Our objective is to resolve the tax issues a company is struggling with, provide an objective review of the overall effectiveness and efficiency of your existing processes, and leave a much stronger organization behind.  

Because we are not a public accounting firm and do not perform attestation work, we can provide tax services that maintain a clear separation from your external auditor's attestation. 

Solutions

Risk & Compliance

Finance & Accounting

Business Optimization

Centers of Expertise

Executive Search

CASE STUDIES
Tax Accounting Services Success Story

A technology company sought Jefferson Wells’ for assistance in preparing the quarterly income tax accounting calculations and related tax disclosures.

Tax Compliance Services Success Story

Nationwide retailer due to changing market conditions and company restructuring, needed Jefferson Wells to lead tax compliance efforts during the pandemic.

Bank Reconciliations and Unclaimed Property

Large publicly traded energy company with massive bank reconciliation issues, turned to Jefferson Wells to bring accounts to current status and implement an improved process.