We align compliance and provision services with your broader tax strategy—delivering comprehensive solutions that minimize exposure and support your long-term objectives.
When your tax profile spans multiple entities, jurisdictions, or regulatory regimes, meeting compliance requirements isn’t a matter of checking boxes. It’s a technical exercise in accuracy, defensibility, and coordination, and the risks of getting it wrong are real.
At Sapowith Tax Advisory, we bring focused expertise to every engagement. We work with clients who have nuanced reporting requirements, evolving facts and circumstances, and real exposure if filings are incomplete or incorrect.
Our approach is hands-on and strategic, grounded in the specifics of your business.
I founded Sapowith Tax Advisory because complex businesses deserve better than checkbox compliance. Over my career managing federal, multi-state, and international filings, I've seen how the right technical approach can transform compliance from defensive necessity into strategic advantage.
My focus is where complexity and risk intersect—cannabis operators navigating 280E, PE funds managing portfolio structures, multinationals restructuring under evolving international rules. These aren't areas where generic solutions work. Every position needs to be defensible, every filing needs to connect to broader strategy.
That's the standard we maintain at Sapowith Tax Advisory: technical precision that withstands scrutiny, delivered with the responsiveness complex businesses require.
We manage federal, state, and international compliance with an emphasis on accuracy and defensible reporting. Our approach goes beyond preparing filings. We link compliance to your broader tax strategy, ensure consistency across jurisdictions, and position you to withstand scrutiny.
We support the full spectrum of federal tax compliance needs, with an emphasis on accuracy, coordination, and documentation that withstands scrutiny.
We prepare and review federal returns for corporations (including consolidated C corps), S corporations, partnerships, and individuals—delivering consistency across entities and ownership levels so filings withstand audit and support ongoing planning.
We prepare step-up and stock-sale elections and allocation statements, with supporting memos tied to the purchase agreement and closing set, so filings reflect the negotiated economics and withstand review.
We evaluate accounting methods to identify opportunities that accelerate deductions or better align with financial objectives. Method changes, including Form 3115 filings, are positioned as part of broader strategic planning rather than stand-alone compliance.
We bring technical fluency and practical coordination to every filing, helping clients reduce risk and align tax compliance with broader transaction and planning priorities.
SALT compliance can quickly become a source of risk and distraction for growing businesses. We handle the filings that matter and help clients build sustainable internal systems where needed.
Our work focuses on making SALT compliance manageable, ensuring it supports rather than constrains your growth.
Cross-border operations create some of the most complex compliance challenges. Our approach ties every filing to structural reviews and international tax planning, ensuring reporting is accurate, defensible, and aligned with your broader strategy.
Entity & Ownership Reporting
We prepare required disclosures for foreign subsidiaries and partnerships, including widely recognized filings such as Forms 5471, 5472, 3520, 8865, and 8858, alongside Schedules K-2/K-3.
Bank, Withholding, and Identification Reporting
We handle foreign bank account and FATCA requirements, along with withholding certificates, so cross-border cash flows are documented properly and withstand review. Where non-U.S. individuals or partners require U.S. tax identification, we assist with ITIN applications to keep filings on track.
Cross-Border Income Inclusions
We calculate Subpart F, PFIC, and GILTI inclusions (transitioning to NCTI for 2025 forward), aligning reporting to your global investment strategy and transaction planning.
International Tax Basis & E&P Tracking
We maintain international tax basis and E&P/PTEP for complex structures to ensure accurate inclusions and distribution calculations across years.
Federal Territorial Determinations
We navigate source-of-income and bona fide residence rules for U.S. territorial regimes (e.g., Puerto Rico) for federal tax purposes.
Delinquent International Filing Remediation
We handle streamlined filing procedures, delinquent FBARs and information returns, and prepare reasonable-cause documentation to minimize penalties.
Foreign Tax Credits
We prepare foreign tax credit reporting with an emphasis on planning, tying limitation calculations and allocations directly to structuring and withholding strategies.
We work with multinationals, inbound investors, and cross-border partnerships to ensure international compliance is handled accurately, efficiently, and in sync with broader tax strategy.
Some industries face unique compliance burdens where mistakes are costly and scrutiny is high. We bring the technical depth and industry perspective to ensure filings are correct, defensible, and integrated with broader planning.
Our work in these areas allows clients to pursue growth in regulated, high-stakes environments, knowing their compliance will stand up to scrutiny and reinforce strategic goals.
For high-net-worth individuals and families, compliance needs go beyond basic form preparation. We deliver filings that protect wealth, reduce exposure, and align with broader estate and investment strategies.
By linking compliance to planning, we give high-net-worth clients confidence that their filings not only meet requirements but also safeguard the structures that preserve wealth across generations.
Tax provision work is more than a reporting exercise. Done right, it connects directly to planning decisions, ensures accuracy in financial reporting, and provides stakeholders with confidence in the company’s tax profile. We help clients prepare timely, audit-ready provisions that meet accounting standards while reinforcing broader strategy.
Our provision support reflects the same technical precision that defines our compliance practice, but with an added emphasis on connecting reporting to strategy, so clients meet financial reporting deadlines with both accuracy and credibility.
Looking to streamline tax compliance across entities and jurisdictions? Need support preparing defensible tax provisions or managing specialized reporting obligations?
Sapowith Tax Advisory partners with clients on high-impact compliance and provision work where precision, judgment, and responsiveness matter. Fill out the form and we’ll follow up to discuss how we can help.
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