Just as an organization can recover tax overpayments from past events, it can also identify and pursue opportunities for future tax savings. ETS specializes in uncovering these opportunities and ensuring clients remain in compliance going forward. Our focus on ratio management — optimizing the ratios that lie behind taxation — gives us a benchmark for evaluating drivers such as turnover and reserve balance, and helps us advise how those drivers can influence ratios and effect tax, improve administration, and create refunds for our clients.

Specifically, ETS takes on a range of tasks which ensure we achieve these objectives:

• Common pay options review
• Downsizing analysis
• Bankruptcy survivorship review
• Analysis of employer’s experience ratings
• Review of all reserve activity
• Review of “common control” issues and tax impacts
• Preparation and submission of required registration and change-of-status paperwork
• Follow-up on all requests, filings, and reporting with appropriate agencies
• Review of all predecessor accounts
• Unity of enterprise, joint account and voluntary contribution analysis

Result: Clients realize immediate and ongoing tax minimization through ETS’ expertise. Please read about a real-world example of our client successes in this area.