Taxation & Regulatory Compliance
Navigating Complexity
with Clarity
Our experts simplify tax compliance and optimize your tax strategy across all jurisdictions.
Our Tax Services
Comprehensive tax solutions for individuals, businesses, and complex tax situations
Income & Wealth Tax Planning and Compliance
Expert-led compliance and advisory for predictable outcomes.
Filing of Income Tax, TDS, and Wealth Tax Returns
Expert-led compliance and advisory for predictable outcomes.
Representation in Tax Assessment & Appeal Proceedings
Expert-led compliance and advisory for predictable outcomes.
VAT, Service Tax & Professional Tax Registration and Compliance
Expert-led compliance and advisory for predictable outcomes.
Customs & Cross-Border Tax Advisory
Expert-led compliance and advisory for predictable outcomes.
Strategic Indirect Tax Consulting
Expert-led compliance and advisory for predictable outcomes.
Tax Planning Strategies
Proactive strategies to minimize your tax burden and maximize your financial position
Retirement Planning
Maximize your retirement savings while minimizing tax implications.
Strategies:
- 401(k) and IRA optimization
- Roth vs Traditional analysis
- Required minimum distributions
- Social Security optimization
Benefits:
- Maximize retirement contributions
- Reduce current tax burden
- Optimize withdrawal strategies
- Ensure tax-efficient retirement
Investment Tax Optimization
Strategically manage your investments to minimize tax consequences.
Strategies:
- Tax-loss harvesting
- Capital gains optimization
- Asset location strategies
- Tax-efficient investing
Benefits:
- Reduce capital gains taxes
- Maximize after-tax returns
- Optimize portfolio allocation
- Minimize tax drag
Business Tax Strategies
Advanced strategies to minimize business tax liability and maximize deductions.
Strategies:
- Entity structure optimization
- Depreciation strategies
- Business expense maximization
- Tax credit utilization
Benefits:
- Reduce business tax burden
- Maximize legitimate deductions
- Optimize business structure
- Improve cash flow
Estate Tax Planning
Comprehensive strategies to minimize estate taxes and preserve wealth.
Strategies:
- Gift tax strategies
- Trust planning
- Charitable giving
- Generation-skipping strategies
Benefits:
- Minimize estate taxes
- Preserve family wealth
- Maximize charitable giving
- Simplify estate administration
Important Tax Deadlines
Stay on top of important tax deadlines to avoid penalties and ensure compliance
Forms
January
January 31st
W-2 and 1099 forms due to employees and contractors
Business
March
March 15th
Corporate tax returns (Form 1120) and S-Corporation returns (Form 1120S)
Individual
April
April 15th
Individual tax returns (Form 1040) and Partnership returns (Form 1065)
Estimated
June
June 15th
Second quarter estimated tax payments due
Estimated
September
September 15th
Third quarter estimated tax payments due
Planning
December
December 31st
Year-end tax planning and retirement contributions
Tax Compliance
Ensure full compliance with all tax laws and regulations
Record Keeping
Maintain proper records to support your tax positions and deductions.
- Receipt and invoice organization
- Bank and credit card statements
- Investment transaction records
- Business expense documentation
Quarterly Payments
Ensure timely payment of estimated taxes to avoid penalties.
- Quarterly estimated tax calculations
- Timely payment submission
- Annual reconciliation
- Penalty avoidance strategies
Reporting Requirements
Comply with all federal, state, and local reporting requirements.
- Federal tax return filing
- State tax return filing
- Local tax compliance
- Information return filing
Audit Support
Maintain documentation and records to support your tax positions.
- Audit trail maintenance
- Supporting documentation
- Response to IRS inquiries
- Professional representation
Why Choose Our Tax Services
The benefits of working with DTM Chartered for your tax needs
Maximize Deductions
Identify and claim all eligible deductions to reduce your tax burden.
- Itemized deduction optimization
- Business expense maximization
- Charitable contribution strategies
- Medical expense planning
Tax Credit Optimization
Take advantage of all available tax credits to reduce your tax liability.
- Child tax credit optimization
- Education credit maximization
- Energy credit utilization
- Business credit strategies
Strategic Planning
Long-term tax planning to minimize your overall tax burden.
- Multi-year tax planning
- Retirement tax optimization
- Investment tax strategies
- Estate tax minimization
Compliance Assurance
Ensure full compliance with all tax laws and regulations.
- Accurate return preparation
- Timely filing and payment
- Audit protection
- Regulatory compliance