Specialty Tax Services

Tax Compliance

Tax Compliance, Audit Representation

At Harless & Associates, we not only provide tax compliance and consulting services, we defend our clients when they come under audit from the Internal Revenue Service or state taxing authorities. We work with our clients to prepare them for the audit and explain the steps involved. We are also present with our clients during the physical examination.

The professionals at Harless & Associates have years of combined experience in representing and defending our clients when they have been audited. 

State and Local Taxation

State and Local Tax Consultation

Harless & Associates provides state and local tax (SALT) planning to our clients who have operations or investments in multiple states. With clients living and working in almost every state, our professionals are required to be up-to-date on the various state tax laws and regulations. Whether income, excise or sales/use, we have the experience to advise our clients how to secure optimal tax positions and explain how those tax positions affect the overall tax liability.

Harless & Associates state tax strategies include the various state tax credits and incentive programs that various states have implemented:

  • Film Tax Credits
  • Retraining Credits
  • Low Income Housing Tax Credits
  • Mill Credits
  • Renewable Energy Credits
  • Employer Tip Credit

estate & trust maNagement

We work with Estates & Trusts to handle the following:

  • Bookeeping
  • Tax Return Compliance
  • Asset Inventory
  • Valuation Assistance
  • Executor Support
  • Attorney Support
  • Financial Counseling for Beneficiaries