§ Practice 01 · Tax Federal · State · International

Tax advisory & compliance.

Proactive tax strategy and precise compliance for partnerships, corporations, and high-net-worth individuals — federal, state, local, and international.

A total tax approach

Year-round tax thinking
— not April triage.

RSK takes a holistic view of your tax position, looking across federal, state, local, and international obligations to identify risk, minimize liability, and unlock planning opportunities.

01

Integrated strategy

Tax, insurance, and consulting teams work together to surface cross-discipline opportunities.

02

Risk mitigation

We identify and address tax exposure before it becomes a problem.

03

Forward-looking advice

Year-round planning, not just April deadlines. We model scenarios and keep you ahead of regulatory change.

04

Technology-driven analysis

Modern compliance workflows and automation to improve accuracy and reduce cycle times.

Core service areas

Twelve places
we can help.

Every engagement is scoped to the specific services you need, led by the senior partner best-suited to the work.

Business tax preparation for partnerships, S corporations and C corporations, and for the trusts, estates and individuals connected to them. We prepare federal and multi-state returns with senior review, so each return reflects the planning behind it. Call well before year-end, not in the week before an extended deadline.

Typical work
  • Partnership returns (Form 1065) and K-1s
  • S corporation (1120-S) and C corporation (1120) returns
  • Multi-state income and franchise tax filings
  • Trust, estate and individual returns

Tax planning for Houston business owners and their companies, done year-round rather than in the weeks before a deadline. We model the tax effect of decisions before they are made, from how the business is structured to when and how cash comes out of it. Call when a major decision, a transaction or a change in the law is on the horizon.

Typical work
  • Entity structuring and restructuring
  • Distribution planning
  • Scenario modeling for planned transactions
  • Planning around new legislation and regulatory change

Related: The One Big Beautiful Bill Act: what Texas owners must know

ASC 740 income tax provision services for companies that report under US GAAP. We prepare quarterly and annual provision calculations and the related footnote, and document each position so it holds up in your financial statement audit. Call ahead of quarter-end, year-end, or a transaction that changes your tax profile.

Typical work
  • Quarterly and annual provision calculations
  • Deferred tax assets and liabilities
  • Uncertain tax positions
  • Valuation allowance analysis
  • Income tax footnote disclosures

State and local tax advice for businesses that sell, hire or hold property across state lines. We determine where you have nexus, review how income is apportioned, and use voluntary disclosure agreements to resolve past exposure on the best available terms. Call when you enter a new state, receive a state notice, or find a filing you missed.

Typical work
  • Nexus analysis
  • Apportionment review
  • Voluntary disclosure agreements (VDAs)
  • State audit defense
  • Multi-state compliance, including Texas franchise tax

Related: Texas franchise tax adopts bonus depreciation for 2026

Partnership tax services for private equity, venture capital, hedge and real estate funds. We model distribution waterfalls and carried interest, prepare K-1s, and produce the tax reporting your investors expect. Call at fund formation, ahead of a distribution or exit, or well before K-1 season.

Typical work
  • Fund tax compliance and K-1 preparation
  • Carried interest and distribution waterfall modeling
  • Investor tax reporting
  • Partnership allocations and capital accounts

Related: Private equity & fund managers

Corporate tax services for closely held and private equity–backed companies, from choice of entity through consolidated filing. We weigh the tax cost of each structure, plan acquisitions and reorganizations, and support the credits and deductions you claim. Call when you form or restructure an entity, buy a business, or change how you treat research costs.

Typical work
  • Entity selection
  • M&A structuring
  • R&D credits and Section 174A research expensing
  • Section 199A deduction planning
  • Consolidated return planning

Related: Rev. Proc. 2026-32: R&E and construction method changes

Oil and gas tax for upstream and midstream companies, owners and investors in Houston and across Texas. We work through the deductions and credits specific to the industry and plan the tax side of buying and selling producing assets. Call before an acquisition or divestiture, or when you want a second look at how depletion and drilling costs are treated.

Typical work
  • Percentage depletion
  • Intangible drilling costs (IDC)
  • §45I marginal well credits
  • Asset acquisition and disposition planning

Related: The marginal well credit just hit a record

Transaction tax advisory for buyers, sellers and private equity sponsors in Houston and across Texas. We find the target’s tax exposures in due diligence, model how the deal structure changes after-tax proceeds, and stay with the deal through purchase price allocation and the first returns after closing.

Typical work
  • Buy-side and sell-side tax due diligence
  • Deal structuring and §338(h)(10) elections
  • Purchase price allocation
  • Earn-out treatment
  • Post-acquisition integration

Related: Private equity & fund managers

High-net-worth tax planning for individuals, families and family offices, coordinated with the businesses they own. We plan income, gifts and charitable giving together, and work alongside your estate attorney on trusts and wealth transfer. Call when a liquidity event or a change in the family’s plans is coming.

Typical work
  • Individual tax planning
  • Trust and estate planning
  • Gift and wealth transfer strategies
  • Charitable giving
  • International information reporting

Related: High-net-worth & family offices

Tax automation for in-house tax and finance teams that want fewer spreadsheets between the ledger and the return. We implement provision software, automate recurring compliance workflows, and connect tax data to your ERP and accounting systems. Call when a system change, an acquisition or a new reporting requirement is about to strain your current process.

Typical work
  • Tax provision software implementation
  • Compliance workflow automation
  • Tax integration with ERP and accounting systems

Related: AI & automation for finance teams

IRS audit representation and state audit defense for businesses and individuals. We respond to notices, manage the examination from the first document request, and take unresolved issues to appeals when the facts support it. Call as soon as a notice or audit letter arrives, before you respond to the agency yourself.

Typical work
  • IRS and state audit representation
  • Audit management and document requests
  • Appeals
  • Resolution of notices and proposed assessments

Real estate tax advice for developers, owners, investors and funds. We plan exchanges and Opportunity Zone investments, coordinate cost segregation studies to accelerate depreciation, and structure joint ventures so the economics and the tax allocations agree. Call before you buy, sell, or bring in a capital partner.

Typical work
  • §1031 like-kind exchanges
  • Cost segregation studies
  • Opportunity Zone investments
  • REIT compliance
  • Joint venture structuring

Related: The One Big Beautiful Bill Act: bonus depreciation and more

Let’s review your tax position.