Tax Advisory Services

Tax Word CloudOverview

Levyti offers a range of advisory services designed to help our clients address their critical operational challenges.  Our offerings are based on the experience our consultants have gained from working with some of the world’s largest tax functions and utilize proven deployment methodologies supported by embedded project management tools.

By limiting our advisory services to areas in which we excel, we maximize our ability to provide quality services at reasonable pricing.  Consistent with our primary objective of becoming your trusted business advisors, we often assist our clients in the selection of alternate vendors when our expertise is not aligned with their needs.  Since our inception, we have realized that our client’s successes are critical to our success.

Levyti’s advisory service teams are lead by consultants with twenty plus years of tax advisory experience and supported by multi-disciplinary staff personnel offering project management and technology  support.  When possible, we utilize structured, phase oriented work plans to maximize efficiency and provide transparency to project status.

Tax Accounting

Over the past decade, tax accounting has emerged to become one of the largest operational challenges to enterprise tax functions.  Despite continuous investments in dedicated personnel and deployment of technology tools, tax accounting issues continue to be the largest category of internal control deficiencies and generate the largest number of financial statement revisions.  Leveraging the in depth computation expertise gained from our development of Global Tax Office (which was sold to Vertex Inc. in 2008) and over ten years of technology deployment experience, we have the insights to help you significantly improve the timeliness, quality and accuracy of you tax accounting processes.

Our specific tax accounting expertise includes:

 

 

Tax Technology

Tax Tech KeyTax functions often lack the information technology skills needed to properly identify, design, and deploy technology tools effectively.  Levyti has a proven record of assisting our clients in the identification of needs, vendor selection, project management, and user training.  Depending on your internal capabilities, Levyti can provide assistance tailored to your needs, from co-sourcing of the tax technology function to assistance with specific initiatives and projects.

Our tax technology service offerings include:

 

Federal Tax

In addition to our business compliance services, Levyti offers an expanding, complimentary suite of advisory services aligned with your operational needs.  Our federal advisory personnel generally are certified public accountants or have legal degrees with specialization in taxation in addition to their extensive tax advisory experience.

Our federal advisory service lines include:

  • Tax Research Credit Analysis
  • Tax Loss and Credit Limitation Studies (IRC 383 / 383)
  • General federal tax advisory

 

State & Local

State  LocalThe complexities of state and local direct and indirect tax compliance often require specialized analytical skills. Levyti has dedicated state and local specialists available who have the skills needed to provide answers to your questions in a timely and cost effective manner.

Our state and local advisory services include:

  • Nexus analysis
  • BPOL Reverse Audits
  • Indirect Tax Issue Resolution
  • General state and local advisory