Tax Strategy & Compliance
Tax should inform the decision, not arrive after it.
R² keeps business tax compliance and planning connected to the entities, transactions, cash commitments and operating decisions behind the return.
The work is CPA-led and grounded in the records, authority and operating facts behind the tax position.
When the starting point is unclear
Begin with a Tax Position Review.
A paid, fixed-scope review that begins with the records you have and shows what must be filed and paid, what supports the current position and what needs attention next.
Ask about a Tax Position ReviewOften, the concern is not the return itself.
The filing may be current. The tax position may still be unclear.
Leaders usually contact R² after something changes. It may be a transaction, another entity or state, an ownership decision, a notice or a payment that caught cash by surprise.
This can happen even with a capable internal team and an experienced tax preparer. The difficulty is often that no one has been responsible for keeping the tax position connected across the organization.
A decision is approaching.
A transaction, financing, ownership change, new entity or major investment is moving faster than the tax analysis around it.
Tax payments are reaching cash planning too late.
Estimated payments, payroll taxes, state obligations and transaction-related liabilities are not being viewed together.
Every year begins with the same reconstruction.
Entity history, elections, basis, carryforwards, fixed assets and prior positions must be pieced together again.
The return may not be the problem. The tax work may have become disconnected from the records and decisions around it.
A defined place to begin
R² Tax Position Review
The Tax Position Review is a paid, fixed-scope engagement. It shows what the organization must file and pay, what supports its current position, what upcoming decisions could change it and what needs attention next.
We begin with the records you have. If something is missing or inconsistent, we identify it. You do not need to organize everything before the conversation begins.
What you receive
- Tax Position Summary and Entity Map
- Tax Cash and Deadline Calendar
- Open Matters and Evidence Record
- Prioritized Action Plan and Closing Review
To build those records, we review the entities, ownership, filing obligations, elections, payment history, approaching decisions and unresolved questions.
Illustrative Tax Position
Harbor Group
- Change under review
- A Virginia-based organization plans to begin employing staff in Maryland.
- Evidence needed
- Employee work locations, the payroll start date, entity registrations and the relevant filing history.
- Next action
- Determine the Maryland registration, withholding and filing requirements, their effective dates and the records needed before the first Maryland payroll.
The Review is a defined assessment, not an audit or legal opinion. It organizes the known tax environment, identifies material uncertainty and recommends what should happen next. It does not commit the organization to further work.
Ask about a Tax Position ReviewThe work may end there. Or it may show what needs to follow.
Tax rarely stays inside the return.
What happens next depends on what the organization needs R² to take responsibility for.
For R², tax governance means keeping obligations, positions, evidence, decisions and unresolved matters current between filing seasons.
Compliance
File correctly.
Prepare and coordinate required filings from an organized, supportable record. Keep deadlines, payments and missing information visible.
Planning
See the consequences before deciding.
Evaluate tax and cash effects before committing to a transaction, ownership change, compensation decision, investment or operating change.
Governance
Carry the position forward.
Keep the supporting record, decisions and open matters current so the next year does not begin with another reconstruction.
The Review may lead to preparation, planning, ongoing tax governance or no additional work. We will tell you directly what we believe the situation requires.
Each year should begin with more context, not another reconstruction.
When the tax record stays current, accounting, reporting, cash planning and future decisions begin with better information. Tax becomes part of Financial Control instead of a separate annual event.
Record what is known
Preserve the entities, obligations, elections, positions, evidence and unresolved matters.
Use it in the next decision
Apply that record to filings, cash planning, transactions and operating changes.
Carry the result forward
Update the tax and financial records so the next cycle begins with current facts.
That is how tax becomes evidence that Financial Control is working.
Understand Financial Control Explore Managed Financial Control
Tax changes with the way the organization operates.
Entity structure matters. So do the contracts, funding, assets, projects, locations and people that create the tax obligations.
Contracts, Grants & External Accountability
Government contracts, grants, labor, multistate activity and supporting evidence can affect filing, payment and reporting responsibilities.
Capital, Projects & Complex Entities
Partnership allocations, tax basis, rehabilitation and energy incentives, cost segregation, financing and intercompany activity can materially change the tax position.
Distributed Services, Programs & Locations
Nexus, payroll withholding, state filings and local obligations expand as people, programs and locations grow.
Based in McLean, Virginia, R² works with organizations across Northern Virginia, Washington, DC and throughout the United States.
Explore operating environments Government Contractors Nonprofits & Grant-Funded Organizations
Technology can help us see more. Responsibility stays with us.
Blue J documented how R² uses citation-backed technology in complex tax research. It helps our team examine authority and possible scenarios faster. R²’s CPA-led team remains responsible for the facts, professional judgment and conclusion.
Read the Blue J case study (opens in a new tab) Press & Recognition
Questions leaders ask about tax work
Is the Tax Position Review the same as tax preparation?
No. Preparation produces a filing. The Review organizes the filing environment, obligations, evidence, upcoming decisions and unresolved matters so leadership can determine what requires action. Preparation may follow, but it is not assumed.
Do we have to move all tax work to R²?
No. R² can review a specific position, advise on a decision, coordinate with an existing preparer or counsel, or assume defined compliance and planning responsibilities. At the outset, we agree on who is responsible for what.
How does tax connect to Managed Financial Control?
Tax can begin as a focused engagement. When it also affects accounting, cash, reporting or recurring responsibilities, R² connects the work to Managed Financial Control.
Tell us what is changing.
A new entity, state, transaction, ownership decision, notice or unexpected payment may be the visible event. Tell us what is approaching or what has become harder to understand.
Discuss a tax matterWhat happens next
A senior member of our team reviews your message. If the Tax Position Review looks like the right starting point, we arrange a short conversation to understand the situation and confirm scope. If another starting point would be more appropriate, we will tell you directly.