- SERVING TORONTO, MIAMI, SAN FRANCISCO & NYC THROUGH CFO-GRADE FINANCE OPERATIONS
- TRUSTED BY GROWTH & MID-MARKET TEAMS ACROSS NORTH AMERICA
Valua Partners provides U.S. tax compliance and planning for companies operating across multiple states and entity structures. We manage U.S. corporate and partnership filings, multi-state SALT compliance, and IRS correspondence with disciplined processes and audit-ready documentation, coordinated with your finance function and cross-border advisors as needed.
Valua Partners provides U.S. tax compliance and planning for companies operating across multiple states and entity structures. We manage U.S. corporate and partnership filings, multi-state SALT compliance, and IRS correspondence with disciplined processes and audit-ready documentation, coordinated with your finance function and cross-border advisors as needed.
Led by an Enrolled Agent (EA) with professional IRS representation authority.
Pricing is scoped by entity type (C-Corp, S-Corp, partnership), state footprint, cross-border requirements, and the number of forms required. Each engagement includes defined deliverables, documentation standards, and timelines, built for multi-state compliance and IRS-ready support.
End-to-end preparation and coordination for U.S. corporate and partnership filings across complex ownership structures, multi-state operations, and cross-border considerations. We deliver disciplined workpapers, consistent reporting, and coordinated inputs so filings are accurate, timely, and defensible.
Multi-state SALT requires accurate nexus, apportionment, and on-time filings. We assess exposure, manage registrations, file correctly, and plan ahead, so growth doesn’t create surprise state tax liabilities.
Structured response management for IRS exams: IDR tracking, position memos, and escalation handling, so leaders stay focused on the business. As an Enrolled Agent, we can represent you before the IRS.
U.S. tax complexity demands structure, documentation, and year-round discipline. We support C-Corps, S-Corps, partnerships, and multi-state groups with coordinated federal filings, SALT compliance, and IRS exam support, delivered with clear ownership and repeatable workpapers.
We review entity structure, ownership, prior filings, and multi-state footprint. You’ll receive a scoped plan outlining nexus exposure, required forms, deadlines, and documentation gaps.
We build a defensible compliance approach aligned to how the business operates. This includes SALT strategy, apportionment inputs, reporting requirements, and a workpaper standard that holds up under scrutiny.
We prepare and file federal and state returns with clean support schedules and coordinated reporting. When inquiries arise, we manage IDRs and exam workflows, with EA-led representation before the IRS when needed.
U.S. tax issues rarely come from “complex planning.” They come from missed nexus, inconsistent filings, and fragmented reporting across states and entities. Valua Partners brings structure to U.S. compliance, aligned filings, documented positions, and clean workpapers designed to stand up to scrutiny.
U.S. tax compliance is a year-round discipline across entities, states, and reporting requirements. We manage federal and partnership filings, SALT obligations, and IRS support with documented positions and audit-ready workpapers, so growth doesn’t create surprise exposure.
Centralized oversight across federal filings, partnerships, and SALT, so deadlines, assumptions, and documentation stay consistent across entities and advisors.
Nexus assessment, registrations, apportionment inputs, and on-time filings across income/franchise and sales & use tax, built to reduce risk and prevent costly surprises.
End-to-end preparation and coordination for corporate and partnership returns, including cross-border disclosures and partner/shareholder reporting packages.
Board-ready updates that translate tax into business impact, cash tax outlook, filing calendar, risk items, and exposure summaries tied back to the numbers.
Structured exam support, IDR tracking, position memos, documentation, and meetings, so leadership stays focused while we manage the process and represent you where permitted.
Multi-state compliance breaks down when data, documentation, and workflows aren’t standardized. We enforce clean source data, role-based access, and consistent workpapers across entities and jurisdictions, so filings are defensible, questions are answered quickly, and audits don’t turn into fire drills.
We provide U.S. corporate, partnership, and SALT compliance with year-round planning and disciplined documentation. We coordinate with your controller, auditors, banks, and legal counsel as needed. We do not provide legal or investment advice.
Yes. We are an Enrolled Agent (EA), which means we’re federally authorized to represent taxpayers before the IRS. We manage IRS correspondence and examinations, lead response strategy, and coordinate with tax counsel when legal interpretation, formal opinions, or litigation support is required.
Yes. We prepare and coordinate federal filings (C-Corp, S-Corp, and partnership) and multi-state compliance, including income/franchise and sales and use tax obligations where applicable. For highly specialized state matters, we can also collaborate with SALT counsel while maintaining a single, accountable engagement lead.
Yes. We support cross-border and foreign ownership structures by coordinating entity mapping, required disclosures, and defensible reporting. This includes information reporting and documentation workflows, and coordinating treaty positioning and technical items with counsel when required.
Yes. We act as your point of contact and run a structured process: intake and risk assessment, IDR tracking, supporting schedules and documentation, position summaries, deadline management, and meeting support. The goal is a clean, consistent response that reduces disruption and protects your position.
No. We provide tax compliance, tax planning support, and finance advisory. For legal opinions, contracts, and investment recommendations, we coordinate with your attorneys and wealth advisors (or introduce trusted partners when helpful).
Pricing is scope-based and transparent. Fees depend on entity count, state footprint, number of filings/years, and complexity (for example, multi-state nexus, cross-border reporting, or IRS examination support). We typically start with a U.S. Tax Health Check and then provide a clear fixed-fee or retainer proposal.
We support growth-stage and mid-market companies with multi-entity structures, multi-state operations, and cross-border considerations. Many clients have investor reporting needs, complex ownership, or expanding nexus exposure that requires disciplined year-round coordination.
Most firms focus on filing. We focus on building a defensible tax position: clean inputs from accounting, documented assumptions, consistent workpapers, and proactive planning so filings hold up under scrutiny and don’t create surprises later.
We can help. We start with a structured catch-up and remediation plan, prioritize what’s highest-risk, and coordinate filings and documentation to bring you current. If there’s an active notice or examination, we handle response strategy and communications to reduce disruption.
Yes. We help assess nexus exposure, recommend registration strategy, and align ongoing compliance across income/franchise and sales and use tax. For complex positions, we can coordinate with SALT counsel while keeping one accountable engagement lead on your side.
Yes. We routinely coordinate with in-house teams and external firms. We can take full ownership of the tax workstream or integrate into your existing workflow with clear responsibilities, deadlines, and deliverables.
We maintain organized workpapers, support schedules, and documented assumptions so your filings are repeatable and defensible. If scrutiny arises, we’re not rebuilding history, we’re referencing an established record.
Typically: prior returns, entity/org charts, ownership details, financial statements or trial balance, state footprint (employees, customers, inventory, offices), and any IRS/state correspondence. If those aren’t clean, we’ll help build a short intake plan to fill gaps quickly.
We use controlled access, role-based permissions, and secure document handling. We can also align with your internal controls and approval workflows so sensitive tax and finance data stays protected and traceable.
Multi-state and federal tax obligations only get more complex as companies grow. Start with a U.S. Tax Health Check and gain clarity on exposure, compliance, and next steps.
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