Multi-state and entity-choice memos with every cell cited.
A client is moving, or asking whether to elect S status. CitedTax builds the matrix across the state stacks it carries (California, New York, New Jersey, Massachusetts, Virginia, Delaware, Florida and Texas), with federal, Canada and the United Kingdom where they apply, or runs the entity comparison on the client's actual figures, and cites the source for every cell. A state it does not carry is named as such in the memo, with its positions marked for you to confirm. The result is a memo you can take into the meeting.
- Cost
- 1 to 2 credits ($25 to $50)
- You provide
- the fact pattern and the states involved, or the return and the entity options to compare
- You receive
- a comparison memo with a state-by-state or entity-by-entity matrix, each cell cited
- Turnaround
- about thirty minutes, up to a few hours for a full matrix
Credits never expire. A request that fails on our side returns its credits automatically.
Three things to count on.
State stacks, not summaries
Statute, regulations, agency guidance and rulings for California, New York, New Jersey, Massachusetts, Virginia, Delaware, Florida and Texas, with the residency, sourcing and credit rules quoted. Other states are answered only where federal law governs, and the memo says which cells you must confirm.
Entity choice on real numbers
S corporation versus LLC versus C corporation on the client's return: reasonable compensation, the qualified business income deduction, payroll taxes and state franchise taxes, computed and cited.
Priced by size
A single-state move or a two-way entity comparison is one credit; a full matrix across several states is two.
A consultant moving from California to Texas mid-year
The memo sets out part-year residency, the sourcing of consulting income, the treatment of the stock options vesting after the move, and the credit mechanics, with the California and federal authority quoted for each.
The same engine, eight other doors.
Every finding cited to primary law
Cited reply to an IRS or state notice
First-time abatement or reasonable cause, IRM cited
A client question answered with the fact-to-law chain
Protest a proposed adjustment to Appeals, petition the Tax Court, request a CDP hearing
Streamlined filing or voluntary disclosure, the penalties and the years computed
A private letter ruling request in the format the annual revenue procedure requires
A claim for refund that is timely and complete, every ground stated and cited