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Section 382 services customized for your needs and cash flow. Contact us to learn more.

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Specialized Tax Services

Specialized Tax Services (“STS”) offers Section 382, Section 383 and Section 384 consulting, preparation, review and training based on the client's needs and cash flow. With STS, you will receive Big 4 quality work at lower cost, consistent communication and shorter timeline as needed. STS can work directly with accounting firms or clients.

With STS, you receive focused Section 382 services customized for your needs and cash flow. We will look at the facts underlying the need for Section 382 services and examine all alternative analyses to accomplish your need. Once the methodology is determined, STS can work with you on your timeline and costs. It is our goal to provide Big 4 quality Section 382 services with the client’s cash flow in mind.

Engaging STS gives you access to 17+ years of Big 4 specialized experience in Section 382. We offer a broad range of services to help you understand your Section 382 position. This includes but are not limited to the following:

  • Preparation
  • Review
  • Consulting
  • Training
Below you will find write ups of our detailed Section 382 project workplans
If you have any questions, please contact us.
 
Preparation
Full Section 382 Study Workplan
  • Information collection/client discussion for scoping
  • Provide and discuss fee quote
  • Engagement letter and additional information requests
  • Prepare Owner Shift Analysis for federal and state(s) (Includes inquiries to shareholders)
  • Prepare Section 382 Limitation(s) and Utilization Schedule(s)
  • Prepare Section 382 Memo
  • Finalize Section 382 Study
 
Review
Review Section 382 Workplan
  • Information collection/client discussion to understand review needs
  • Provide and discuss fee quote
  • Engagement letter and additional information requests if needed
  • Provide review services as agreed to
  • Finalize summary of review services
 
Consulting
Consulting Section 382 Workplan
  • Information collection/client discussion to understand consulting needs
  • Provide and discuss fee quote
  • Engagement letter and additional information requests if needed
  • Provide consulting services as agreed to
  • Finalize summary of consulting services
 
Training
Training Section 382 Workplan
  • Client discussion to understand training needs such as level of training and quantity.
  • Provide and discuss fee quote
  • Engagement letter
  • Provide training services as agreed to
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