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Tax Planning For OTC Public Companies

FirmKey’s network partners are experts in tax planning for OTC public companies. From Form 1120 preparation to IPO tax planning and public company tax compliance, these professionals bring deep experience and strategic insight to help clients minimize tax liability and stay fully compliant with complex regulatory requirements. Whether you’re a pink sheet company, preparing to uplist, getting ready to IPO, or already trading publicly, FirmKey can connect you with the right tax strategist to meet your goals.

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Comprehensive Corporate Tax Planning Strategies

FirmKey’s network includes professionals who specialize in corporate tax planning strategies for OTC companies. These experts deliver:

  • Customized OTC company tax strategy and structuring
  • Effective tax rate planning and ASC 740 tax provision analysis
  • Section 280G and IRC Section 409A compliance planning
  • Income tax provision preparation and ASC 740 review
  • Federal and state tax compliance for multi-jurisdictional entities
  • Public company tax department readiness assessments

Clients benefit from a transparent and flexible model, with services available on a project-based or recurring relationship basis.

IPO Tax Planning And Uplisting Support

IPO tax planning is a critical need for growing OTC companies. FirmKey’s network partners support clients with:

  • Pre-IPO tax structure planning and transaction modeling
  • Tax considerations for uplisting from OTC to Nasdaq or NYSE
  • IRC Section 382 analysis and tax attribute utilization
  • Payroll tax planning for public offerings
  • Earnings & profits studies and stock basis evaluations
  • IPO tax compliance and Form S-1 readiness
  • Tax implications of IPO stock basis and investment structuring

For more on OTC financial readiness, visit FirmKey’s pink sheet accounting guide.

Public Company Tax Compliance And Reporting

For pink sheet and OTC-listed businesses, FirmKey’s network partners ensure public company tax compliance by offering:

  • Quarterly and annual tax reporting, including e-filing
  • Preparation and filing of Form 1120 for corporations
  • Uncertain tax position disclosure and FIN 48 analysis
  • Sarbanes-Oxley tax documentation and review of internal controls
  • Tax control reviews and compliance audit support
  • Responding to IRS audits and tax inquiries

Explore how FirmKey supports public company financial reporting here.

Tax Return Preparation, Filing, And Advisory

FirmKey’s network includes professionals who manage all aspects of business tax returns, including:

  • Information gathering and documentation review
  • Preparing tax returns, including Form 1120 and Form 1065
  • Review and verification to ensure accuracy and compliance
  • Filing tax returns electronically with full documentation
  • Identifying tax-saving opportunities and transaction structuring
  • Supporting clients through IRS inquiries and audit responses

Technology-Enabled Tax Automation And Software Advisory

FirmKey’s network partners help public companies leverage tax technology services to streamline compliance:

  • Tax provision software review and implementation
  • Automation of deferred tax reporting and journal entry mapping
  • Selection and configuration of tax software for ASC 740
  • Customizing reporting systems for Form 1120 and other filings
  • Integration of general ledger with return and provision systems

Tax Planning For OTC Companies: 101

Effective tax planning for OTC public companies requires:

  • Developing a forward-looking OTC company tax strategy
  • Preparing for income tax provision cycles under ASC 740
  • Understanding public company compliance for Form 1120
  • Managing internal controls and audit readiness; learn what a PCAOB audit might cost here.
  • Aligning payroll, equity, and benefits with IPO tax planning
  • Leveraging software for tax provision preparation and compliance

Whether you’re navigating tax considerations for uplisting or just need to know how to file Form 1120 for OTC companies, FirmKey’s experts are ready to support your next move.

Why Work With FirmKey’s Tax Experts

FirmKey’s network partners offer unmatched flexibility and expertise in:

  • Corporate tax planning strategies tailored to OTC and pink sheet companies
  • Outsourcing accounting services and tax return outsourcing
  • Navigating corporate tax planning post-IPO
  • International tax planning for OTC firms
  • Providing benefits of outsourcing tax return preparation

Every engagement is customized to fit your needs—whether fractional, outsourced, or project-based—so your business gets the tax expertise it needs to succeed.

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