Simplifying Taxes with Dickens Associates LLP | Dickens Mass Consulting

When you partner with Dickens & Associates, LLP or Dickens Mass Consulting, you’re not outsourcing—you’re upgrading. We work quietly and efficiently as an extension of your firm to handle specialized matters, high-volume cases, or technical areas outside your internal bandwidth. Whether you’re facing staff shortages during busy season, navigating a matter that requires deep tax or estate expertise, or simply need a trusted set of hands on a client file—we’re here to support, not compete.

We provide white-labeled contract work, fully collaborative workflow integration, or project-based consulting tailored to your firm's needs. From tax structuring, 1041/706 work, forensic audits, and entity cleanup to high-stakes planning, trust administration, or cleanup after mishandled prior-year filings—we’ve seen it all, and we handle it with professionalism and precision.

We don’t solicit your clients. We respect your client relationships as sacred. Our goal is to make your firm look stronger, more responsive, and more capable in the eyes of your clients—while giving you the room to focus on your strengths and expand your service offering without permanent overhead.

Whether you need one-time support or a longer-term collaborative partner, we’re ready to jump in, get up to speed quickly, and deliver the kind of results that reflect well on both of us.

At Dickens Mass Consulting and Dickens & Associates, LLP, we don’t just consult—we come in, assess what’s working (and what isn’t), and then solve the hard stuff. Whether you’re a law firm, CPA practice, fiduciary, or business owner, we act as strategic advisors, embedded support, and fractional partners for the moments when expertise and discretion matter most.

Our consulting services are intentionally broad, because no two matters are the same. Some clients come to us with an urgent issue—an audit, a broken structure, an estate gone sideways. Others bring us in during growth, transition, or planning stages. Either way, we show up ready to work—with the experience, precision, and calm authority you expect from a firm like ours.

Here’s a closer look at what we provide:

We provide hands-on guidance to individuals and businesses navigating sensitive legal, tax, and financial scenarios. From structuring trusts and estates to evaluating business transactions or multi-state planning, we guide you through it with foresight, clarity, and confidence.

We partner with law firms, CPA firms, fiduciaries, and wealth managers as a quiet, strategic force behind the scenes. Whether you need backup on a complex return, assistance with trust and estate strategies, or someone to clean up a tough file—we step in without stepping on toes.

Choosing the right entity isn’t just a checkbox—it’s a foundational tax move. We help you plan smart from the start or restructure when it’s time to pivot. That includes LLCs, corporations, partnerships, holding companies, and layered entities (entity stacking).

When something doesn’t add up, we dig in. We provide forensic accounting, financial reviews, litigation support, and fraud detection services for clients, attorneys, and firms in need of detailed, confidential analysis.

We provide on-demand project support for firms and businesses needing high-level input without hiring full-time. This includes tax cleanup, post-mortem estate reviews, compliance corrections, inherited entity restructures, trust tax strategy, and real estate flow-through consulting.

We run tax, estate, and transaction models that evaluate your current plan against future options—so you can make decisions based on real projections, not guesswork. Ideal for high-net-worth families, real estate investors, and entrepreneurs preparing for sale, succession, or gifting.

From IRS risk exposure to internal control audits, we evaluate and mitigate weaknesses before they turn into problems. We also assess compliance across tax filings, entity reporting, executive compensation, and payroll structures.

We support clients operating in multiple states—or planning moves between them. From residency planning and SALT optimization to estate and trust planning in different jurisdictions, we help you stay compliant while minimizing exposure.

We guide trustees, executors, and personal representatives on their legal and financial obligations—helping them make defensible, smart decisions while protecting the integrity of the estate or trust. This also includes business owners acting as fiduciaries within closely held entities.

• Law Firms
   
• CPA Firms
   
• Family Offices
   
• Fiduciaries & Trustees
   
• Founders & Entrepreneurs
   
• High-Net-Worth Individuals & Families
   
• Real Estate Investors & Developers

Whether you're an individual with complex holdings or a business juggling multiple entities, we don't just “file your taxes”—we build a strategy behind every number. At Dickens & Associates, LLP and Dickens Mass Consulting, tax prep isn't transactional. It's proactive, meticulous, and designed to reduce risk, maximize opportunity, and leave no box unchecked.

We’ve seen what happens when corners get cut. We've also stepped in to clean it up—successfully navigating audits, amended returns, missing documentation, and years of overlooked filings. Our team is composed of seasoned professionals with backgrounds in IRS procedures, estate and trust taxation, corporate compliance, and state and federal representation.

Whether you're staying ahead or fixing what others missed—we’ve got you.

We offer full-scope tax return preparation for:

• High-net-worth individuals and families
   
• Trusts & estates (1041, 706, 709, 8971)
   
• S-Corps, partnerships, and LLCs (1120S, 1065, 5471, 8858)
   
• Closely held entities & holding companies
   
• Multi-state and nonresident returns
   
• Grantor trusts and revocable structures
   
• Real estate investors & 1031 exchanges
   
• Cannabis operators & niche industries with IRS exposure
   

Every return goes through a layered review process—not just to catch mistakes, but to identify planning opportunities and prevent red flags that may trigger an audit.

We don’t just hit "submit"—we build a defensible, strategic filing with long-term implications in mind.

Audit notice? IRS letter? State inquiry? We’ve been on both sides of the table.

Our team—led by professionals with experience at the IRS and TIGTA—specializes in:

• Federal & state audit representation
   
• IRS correspondence & response strategy
   
• Prior-year review and return cleanup
   
• Negotiation of penalties & abatement
   
• Audit prep for high-risk industries (real estate, cannabis, crypto, trusts)
   
• Forensic-level documentation and timeline reconstruction
   
• Review and defense of executive compensation, passive loss claims, and trust distribution allocations
   

We know how to speak “IRS.” We also know when to push back—and how to build a bulletproof position that protects you and your assets.

Bad prep? Bad advice? Didn’t file at all? We fix that too.

We’ve amended returns going back multiple years, corrected errors that saved clients six figures, and helped people regain peace of mind after messy or mishandled filings.

• You have multiple entities or jurisdictions
   
• You inherited a trust or estate and need help with tax filings
   
• You're being audited or received a state or federal notice
   
• You’re switching CPAs and need a fresh, experienced set of eyes
   
• You’re worried your returns were never done quite right
   
• You want a better understanding of what you're signing
   

• Executives & Entrepreneurs
   
• High-Income Individuals & Families
   
• Fiduciaries & Trustees
   
• Law Firms & CPA Firms (white-labeled support)
   
• Real Estate & Private Equity Groups
   
• Business Owners in Cannabis, Construction, Healthcare, and more

At Dickens & Associates, LLP and Dickens Mass Consulting, we know that running a nonprofit means wearing a thousand hats—and that even with the best intentions, tax and legal issues can make or break your mission. That’s why we provide comprehensive, white-glove support to tax-exempt organizations at every stage—from formation and governance to filings, audits, and beyond.

Whether you’re just starting your nonprofit or managing a legacy foundation, we guide your organization through the legal, financial, and compliance terrain with clarity and strategy. Our team includes tax attorneys, nonprofit advisors, and former IRS professionals who understand how to protect your exempt status, limit risk, and keep you focused on what matters: your impact.

Setting up a nonprofit the right way means more than filing a few forms—it’s about building a strong legal and financial foundation from the start. We guide you through every step of the formation and exemption process, including:

• Drafting and filing Articles of Incorporation with nonprofit-specific language
   
• Creating IRS-compliant bylaws and governance structures
   
• Preparing and submitting IRS Form 1023 or 1023-EZ for tax-exempt recognition
   
• Securing state nonprofit status and charitable registration
   
• Drafting Conflict of Interest, Whistleblower, and Document Retention policies
   
• Structuring your initial board of directors and governance framework
   
• Planning for public support tests, UBIT exposure, and funding models
   
• Advising on founder compensation, related-party transactions, and program activity alignment
   

We also assist with fiscal sponsorships, private foundation setups, supporting organizations, and hybrid nonprofit/for-profit models.

Nonprofits often overlook the legal and tax planning that for-profits invest in from day one—but they shouldn’t. We provide the strategic planning and legal oversight that helps nonprofits grow and stay compliant long-term. This includes:

• Restructuring existing nonprofit entities to align with strategic goals
   
• Splitting or merging nonprofit operations across programs, regions, or boards
   
• Navigating conversions between nonprofit and for-profit status
   
• Drafting or reviewing fiscal sponsorship, grant, and shared service agreements
   
• Ensuring board actions and bylaws comply with state nonprofit corporation law
   
• Advising on excess benefit transactions and private inurement issues
   
• Preparing nonprofits for major gifts, restricted donations, and endowments
   
• Supporting charitable solicitation compliance across multiple states
   

We also work directly with legal counsel, CPAs, and donor advisors to ensure that your nonprofit’s strategy is as solid as your mission.

We offer complete tax filing and planning support for tax-exempt organizations, including:

• IRS Forms 990, 990-EZ, 990-PF, 990-T, and 8971
   
• Unrelated Business Income Tax (UBIT) strategy and compliance
   
• State and local charitable registrations and renewals
   
• Monitoring of public support tests and Schedule A calculations
   
• Analysis and defense of Schedule J compensation disclosures
   
• Donor reporting, Schedule B strategy, and audit-readiness
   

Each return we prepare is reviewed through the lens of your exempt purpose, ensuring your public image and regulatory profile remain intact and protected.

Our team supports nonprofits under audit or facing regulatory scrutiny from:

• The IRS, state attorneys general, or Departments of Revenue
   
• Reviews of Form 990 filings, UBIT disclosures, or private benefit concerns
   
• Examinations of foreign grants, executive pay, and related-party contracts
   
• Responses to loss of exempt status or revocation proceedings
   
• Preparation of corrective action plans, voluntary disclosures, and reinstatement filings
   

With firsthand government experience, we know how these reviews work—and how to protect you throughout the process.

We support nonprofit boards and leadership teams in:

• Establishing and maintaining legal fiduciary obligations
   
• Drafting board charters, committee structures, and advisory roles
   
• Structuring executive compensation and compliance with Section 4958
   
• Designing and implementing internal controls and spending policies
   
• Training trustees and officers on legal, tax, and strategic responsibilities
   
• Developing compliant processes for donor-restricted funds and major grants
   
• Advising on succession planning and leadership transitions
   

Whether you're a brand new 501(c)(3) or a legacy foundation rethinking your model—we’re here to guide you through the hard parts and give you confidence to lead with clarity.

• Public Charities & 501(c)(3) Organizations
   
• Private Foundations & Donor-Advised Funds
   
• Educational Institutions & Scholarship Programs
   
• Advocacy, Arts, Faith-Based & Cultural Organizations
   
• Startups & Community-Driven Missions
   
• Fiscal Sponsors, Boards, and Legacy Nonprofits

At Dickens & Associates, LLP and Dickens Mass Consulting, we understand the weight that comes with fiduciary responsibility. Whether you’re serving as a trustee, executor, personal representative, conservator, guardian, or financial agent—you’re not just managing assets. You’re managing people’s trust. And that comes with legal, financial, and emotional complexity that most professionals aren’t equipped to handle alone.

That’s where we come in.

Our firm supports fiduciaries at every level—individuals, institutions, and family office professionals—helping them meet their obligations with clarity, integrity, and structure. From tax filings and legal guidance to complex trust administration and multi-party disputes, we act as behind-the-scenes advisors, risk managers, and technical experts. We’re here to help you protect yourself while protecting others.

We provide comprehensive consulting to individuals and professional fiduciaries in:

• Trust administration and distribution planning
   
• Estate execution and probate management
   
• Conservatorship and guardianship support
   
• Corporate trustee advisory (banks, trust companies, law firms)
   
• Executor/PR coaching for family members or appointed agents
   
• Inter-generational planning for complex estates or family businesses
   
• Resolution of family disputes, fiduciary duty reviews, and succession complications
   

We help ensure every step you take is legally sound, ethically grounded, and tax-smart.

Fiduciaries often inherit tax obligations they never expected—or don’t fully understand. We handle the filings, reporting, and strategic planning that protect both the fiduciary and the estate/beneficiaries. Services include:

• Preparation and review of Form 1041 (Trusts & Estates)
   
• Estate tax filings (Form 706) and related portability elections
   
• Gift tax returns (Form 709) for fiduciary-involved transfers
   
• Final 1040s and 1099 reconciliations for decedents
   
• Grantor vs. non-grantor trust analysis
   
• Schedule K-1 preparation and coordination with beneficiary tax advisors
   
• Tax elections, accounting method strategies, and planning for IRD, depreciation recapture, and carryovers
   

Every return we touch is reviewed from both a tax and legal standpoint—because we know fiduciaries are personally liable for errors.

We provide preventive reviews and post-mortem cleanups when fiduciary situations get messy, including:

• Fiduciary duty breach analysis and dispute resolution strategy
   
• Forensic reconstruction of asset movement, beneficiary communications, or trust spending
   
• Backfiling of missed trust tax returns or accounting statements
   
• Litigation support for fiduciary disputes or challenges to trustee actions
   
• Structuring documentation and timelines to support fiduciary defense in court
   
• Acting as independent advisors or neutral third parties in contentious estates
   

Fiduciary litigation is expensive and personal. We help you document, defend, and de-risk every action—before the finger-pointing starts.

We work with law firms, planners, and families to ensure trusts and fiduciary structures are built properly and future-proofed. This includes:

• Reviewing or advising on trust instrument terms and distribution logic
   
• Setting up inter vivos, testamentary, irrevocable, and grantor trusts
   
• Designing dynasty trusts, charitable trusts, SLATs, GRATs, and ILITs
   
• Providing fiduciary briefings and documentation handoffs to successors
   
• Planning for transition of trusteeship, conflict avoidance, and generational integrity
   
• Advising family offices or business-owning families on trustee responsibilities
   

We don’t replace your estate attorney—we enhance their work by focusing on the practical and compliance-heavy side of fiduciary life.

We partner directly with banks, wealth managers, family offices, and law firms to:

• Offer white-labeled fiduciary tax compliance and trust admin support
   
• Review fiduciary decisions and internal controls from a legal/tax lens
   
• Provide expert backup during transitions, audits, or difficult beneficiaries
   
• Train associates, staff, or junior advisors on fiduciary compliance and tax basics
   
• Act as confidential third-party reviewers during risk assessments or sensitive matters
   

Your reputation depends on getting fiduciary matters right. We’re here to help protect it.

• Individual Trustees & Executors
   
• Corporate Trustees & Trust Companies
   
• Attorneys Appointed as PRs or Fiduciaries
   
• Conservators, Guardians, and Financial POAs
   
• Family Offices & Legacy Planning Teams
   
• Law Firms and CPA Firms Serving Trust Clients

(Because when things don’t add up, you need more than a spreadsheet—you need answers.)

At Dickens & Associates, LLP and Dickens Mass Consulting, we provide discreet, high-level financial investigative services for businesses, fiduciaries, attorneys, and individuals facing internal discrepancies, suspected fraud, or just a mess they need cleaned up—fast and thoroughly.

This isn’t typical “accounting.” This is surgical, quiet, and often high-stakes work. Whether you're dealing with incomplete records, hidden funds, misuse of assets, embezzlement, messy divorce finances, or a corporate control issue—we step in, assess the landscape, trace what happened, and lay out a clear, defensible picture of the facts.

We’ve helped clients navigate fraud, theft, tax exposure, breach of fiduciary duty, mismanaged estates, partner disputes, and serious internal control failures. We know where the red flags are—and how to fix what others miss.

We provide the following investigative and corrective services:

• Internal financial investigations for suspected fraud, embezzlement, or asset misuse
   
• Forensic accounting for businesses, estates, trusts, and private family matters
   
• Tracing of funds, transfers, and “missing” income or distributions
   
• Reconstruction of books and records for multi-year audits or due diligence
   
• Fraud risk assessments for small businesses, fiduciaries, and nonprofit boards
   
• Divorce and marital financial reviews—pre-litigation or mid-dispute
   
• Litigation support for attorneys and legal teams needing independent analysis
   
• Shareholder or partner disputes—especially in family-owned or closely held companies
   
• Internal control review and cleanup for businesses post-incident or pre-audit
   
• Trustee or fiduciary misconduct investigations
   
• Estate or trust “post-mortem” cleanup to identify errors, over-distributions, or mismanagement
   

• Your books don’t match your bank accounts
   
• An employee or family member had unsupervised access to funds
   
• You suspect theft, fraud, or financial mismanagement
   
• You’ve inherited a mess—an estate, trust, or business—and don’t know where to start
   
• You're mid-litigation and need a clear, third-party reconstruction
   
• A former partner, bookkeeper, or executive left you in a bad position
   
• You need a detailed, defensible analysis before walking into court or an audit
   
• A trustee, executor, or board member might have crossed a legal or ethical line
   

We come in quietly, quickly, and with full confidentiality. Our team includes forensic accountants, tax attorneys, and professionals with federal investigative backgrounds—including IRS and TIGTA experience. We don’t just follow the numbers—we interpret what they mean, connect the dots, and protect your interests.

Our reports are court-ready, CPA-defensible, and built for action—whether you're handing them to the IRS, a judge, a board, or an opposing party.

• Law firms handling disputes, estates, or high-net-worth divorces
   
• Trustees, executors, and fiduciaries facing questions or accusations
   
• Private businesses and startups with suspected fraud or internal breakdowns
   
• Families needing answers after financial mismanagement or confusion
   
• CPAs, wealth advisors, and CFOs needing third-party review support