Services2023-01-19T13:52:23+00:00

SERVICES

Cassidy CPA provides tax, planning, and advisory services for:

BUSINESSES & ORGANIZATIONS

Foreign and Domestic Partnerships, Corporations and LLCs

Cassidy CPA handles tax planning, preparation and general consulting for:

  • Tax return preparation for C-Corps, S-Corps, Partnerships, Schedule Cs, etc.
  • Entity structuring
  • Planning and formation of limited liability companies (LLCs)
  • Business formation (C-Corps, S-Corps & Partnerships)
  • Multi-state sales tax & income tax
  • Asset protection
  • Financial statements
  • Inbound/Outbound investments in the U.S.
  • Real estate investments & structuring
  • Businesses owned by foreign individuals
  • Foreign trusts, FBAR, and FATCA reporting
  • Captive insurance companies
  • Retirement planning
  • Management consulting
  • Payroll
  • Bookkeeping
  • Advisory Services

NONPROFITS

Cassidy CPA provides preparation and planning for non-profit organizations.

  • Tax return preparation & planning
  • State filings
  • Financial statements
  • Bookkeeping

INDIVIDUALS

Cassidy CPA gives each person our full attention, experience, and advice.

  • Tax return preparation for residents and nonresidents
  • Tax planning and consultation
  • Retirement planning
  • Investment structuring
  • Asset protection, including trust and estate structures
  • Planning & restructuring for individuals with businesses

ESTATES & TRUSTS

Cassidy CPA offers advice and planning for all aspects of domestic and foreign trusts & estates.

  • Income and estate planning
  • Trust & estate tax returns (706 & 1041)
  • Planning and structuring of estates, trusts & beneficiary relationships
  • Foreign trust formation, filings & structure

IRS REPRESENTATION

Cassidy CPA will represent you or your business when you really need experienced help.
And Christine Cassidy is certified to practice before the U.S. Tax Court.

  • SC Department of Employment and Workforce
  • Representation before the IRS and South Carolina Department of Revenue
  • Prior year returns consultation and tax preparation (unfiled or amended)
  • Offers in compromise, partial pay settlement agreements
  • Collections, due process hearings
  • Tax Court petitions and representation
  • Lien resolutions