Tax Services

At Restivo Monacelli, our expert tax team is proficient with both domestic and international regulations, so we can provide tax planning and compliance for both individuals and businesses of all sizes. We leverage those skills to offer our clients—including publicly traded companies and privately held organizations—a comprehensive array of services.

With our flat hierarchy, you have direct access to Restivo Monacelli’s senior consultants and partners who can provide tax solutions that work for you. Whether your matter requires a simple solution or a highly customized resolution through a competitive fee structure, we can help you.

Specifically, our Tax experts can provide:

  • Corporate, partnership, estate & trust, and individual tax compliance
  • Global tax consulting
  • Tax reporting [SFAS 109]/SEC reporting
  • Tax planning & research
  • Tax outsourcing solutions
  • Representation before tax authorities
  • Estate and gift planning
  • Sarbanes-Oxley/404 consulting
  • Merger and acquisition consulting/due diligence

For more information on any of our Tax services, contact us.

Case Study

When Restivo Monacelli is engaged with a new client for tax services, we make it a practice to carefully review their previously filed tax returns to learn more about the client and confirm compliance with the tax laws, and to look for missed opportunities for savings. More often than not, that work is well worth the effort.

In one case, our new client was a business that had moved into Rhode Island. After reviewing their records, we realized that the company had qualified for a state investment tax credit but hadn't taken advantage of it. That one step alone netted a tax benefit of more than $150,000, which will allow our client to free up cash flow and further invest in their business