Plaintiff Tax Services

Comprehensive Plaintiff Tax Services

Tailored solutions for plaintiffs at and after settlement

Man with crutches and woman negotiating a compensation claim with a legal professional

Settlement Tax Analysis

We break down which parts of your settlement are taxable and which could be tax-free, so you can plan ahead.

Estimated Tax Calculation

Know how much you’ll owe (and when) based on the structure and timing of your settlement.

Tax Return Preparation

Settlement taxes are complicated. We know what to flag and how to file it right the first time.

Tax Return Amendments

If a previous return caused overpayment or too much risk, we can fix it.

Settlement Tax Opinion

Plaintiff’s Settlement Tax Treatment - A formal opinion on the treatment of your settlement, providing clarity and penalty protection.

Settlement Arrangements - Guidance on which arrangements will save you tax, including trusts, settlement funds, and structured settlements.

Tax and Accounting Services for Plaintiff Firms

Specialized guidance for contingency-fee taxation, trust reporting, and firm compliance

Contingent Fee Deferral

Tax Advice - Explore your deferral options and how to implement them properly.

‍Tax opinions - Formal written opinions to support your deferral, providing clarity and penalty protection.

Accounting Services

Plaintiff firms based on contingent fees have unique tax accounting needs. We cover them all.

Additional Custom Support

Retirement and Benefits Advice - When needed, we collaborate with trusted advisors from our team to align financial planning with your firm’s tax picture for more efficient, integrated support.