Tax Consulting and Compliance

The Tax Consulting and Compliance Group at Frost, Ruttenberg & Rothblatt, P.C. (FR&R) takes a comprehensive approach to working with individuals and businesses. Our team works closely with you to plan and execute strategies that maximize profits and wealth while minimizing your tax burden.

Our tax specialists often work with attorneys, financial advisors, and other consultants to make the best recommendations for your personal or business situation.

The following is a listing of many services FR&R provides:

Corporate, Partnership and Individual Tax Returns

• Preparation of All Federal and State Tax Filings
• Requests for Rulings from the IRS
• Representation before Federal and State Tax Authorities
• Preparation of Tax Protest Letters and Tax Court Petitions

Tax Deferred Exchanges

• Identify Types of Qualified Properties
• Work Closely with Qualified Intermediaries
• Structure Complex Transactions

Choice of Entity

• Tax Issues
• Liability Issues
• Estate Considerations
• State Tax Implications

Estate and Fiduciary Services

• Estate and Trust Administration
• Gift/Estate/Trust Tax Return Preparation
• Advising Beneficiaries
• Probate Court Accounting
• Estate/Trust Plans of Distribution

Estate Planning

• Guidance on Transfer of Assets
• Charitable Gifting
• Education Funding
• Asset Protection Planning

Cost Segregation Studies

• Project and Analyze Benefits
• Work with Qualified Engineers

Tax Resource Center

Financial Tools

Tax Alerts

For more information on our Tax Consulting and Compliance services, contact This e-mail address is being protected from spam bots, you need JavaScript enabled to view it