1. First Capitol Consulting, Inc. is the industry leader in federal tax credits and incentives
and ACA Compliance/ACA Cost Minimizationsm
. We are strategically partnered with McGladrey,
LLP and many national insurance brokerage companies.
Our TaxAdvantagesm
software, built in partnership with Intuit, is First Capitol’s proprietary
software designed to create synergies in data collection and tax reporting processes layered
with E-sign technology to process Work Opportunity Tax Credit and ACA Cost Minimizationsm
.
First Capitol Consulting has worked with both public and private companies including:
First Capitol Consulting, Inc.
First Capitol Consulting
is the industry leader.
International Gaming Technology
Clear Channel
Home Depot
MeadWestvaco
AAA of Southern California
Kintetsu Enterprises Company
of America
Univision/Hispanic Broadcasting
National Beef Packaging Company
OPI Products, Inc.
Dermalogica
Westlake Financial
Washington Mutual
DriveTime
Hanmi Bank
California Center Bank
US Metro Bank
McDonald’s
Jack in the Box
Little Caesar’s
Carl’s Jr.
Yum Brands
Denny’s
Panera Bread
IHOP
Confidential and Proprietary

2. ACA Compliance and ACA Cost Minimizationsm
:
1. IRS Controlled Group and Common Ownership Analysis.
2. Applicable Large Employer (“ALE”) Analysis.
3. Measurement/Stability Period Analysis.
4. ACA Compliance review and recommendations.
5. IRS 6055/6056 Reporting Compliance through tracking and administering payroll and
benefits data for 1094 and 1095 annual filings and disclosures.
6. Monthly Reporting identifying all employees to whom an offer of health insurance coverage
must be extended.
7. Call Center for employee education and enrollment assistance utilizing our proprietary
software and methodology that optimizes and reduces healthcare costs for both employees
and employers.
8. Section 4980H Penalty Exchange Notice Appeals Processing.
9. Preparation of 1094 and 1095 series forms (ACA Annual Excise Tax Filing Transmittals
and Employee Disclosures).
10. PCORI and Transitional Reinsurance Program fee calculations and preparation of 720 form.
11. Free ACA Reporting IRS audit representation.
Work Opportunity Tax Credit:
1. Call Center screening to increase federal tax credit generation by up to 400%.
2. Voice to e-signature processing for a paperless WOTC solution.
3. Collection of applicable household data for integration with ACA Cost Minimizationsm
.
4. Real time results and live online access to the WOTC web interface.
5. Bi-weekly, quarterly, and annual WOTC compliance reports to track your company’s
results and operations.
6. Preparation of forms 5884 and 3800.
7. Free WOTC Reporting IRS audit representation.
WHAT WE DO
FirstCapitolConsulting.com
First Capitol Consulting, Inc.
Confidential and Proprietary
For more information please contact:
Robert Herrera, Business Development Executive
First Capitol Consulting, Inc.
Direct 760.427.2878 I Fax 213.382.3806 I rherrera@fcci.us.com

3. FULL SERVICE ACA REPORTING
FirstCapitolConsulting.com
First Capitol Consulting, Inc.
Confidential and Proprietary
6055/6056 REPORTING
1. We migrate and format payroll/
benefits data to meet 6055/6056
requirements
2. We sign and file 1094-C and
1095-C forms.
We do all the work!
Sign and File
IRS 1094 and 1095 Forms
*Full audit representation
Migrate Payroll
Data
Migrate Benefits
Data

4. Robert S. Sheen, Esq.
Robert, with his extensive background in tax and finance, started his
career at KPMG, LLP. Robert specialized in corporate reorganization,
mergers and acquisitions, and multi-state tax product development and
implementation. In 1998, Robert was asked to join BDO Seidman, LLP
to lead its Los Angeles State and Local Tax practice. Before founding
First Capitol, Robert successfully implemented several major high profile
corporate reorganizations and implemented tax products and strategies
to banks and multi-national corporations.
Currently, Robert leads First Capitol, having developed First Capitol’s
tax credits and incentive practice to be one of the largest in the nation.
In 2008, Robert and First Capitol developed TaxAdvantagesm
in a
partnership with Intuit for Intuit Employment Management Service’s
1.4 million customers. TaxAdvantagesm
with its web portal, call-center,
backed with experienced tax professionals, provides the industry’s most
effective Work Opportunity Tax Credit services.
Professional Affiliation and Credentials
▪ Founder, Organizer and Vice Chairman, U.S. Metro Bank,
2006 to 2013
▪ Trustee, USC Pacific Asia Museum, 2002 to 2008
▪ National Advisory Board member, Asian American Justice Center
2002 to Present
▪ Board member, MTV’s Rock The Vote, 2002-2007
▪ President, Korean American Bar Association, 2004
▪ Member, California State Bar, Taxation Section
▪ Member, Los Angeles County Bar Association
▪ Member, American Bar Association
▪ Member, The Breakfast Club
▪ “The Men of L.A.” The Women’s Foundation, 2003
Education
▪ B.S. Business Administration with emphasis in Finance,
University of Southern California
▪ J.D., Loyola Law School, Los Angeles
WHO WE ARE
FirstCapitolConsulting.com
First Capitol Consulting, Inc.
Smart
Innovative
Efficient

5. FirstCapitolConsulting.com
First Capitol Consulting, Inc.
Joanna H. Kim-Brunetti, Esq.
Regulatory Affairs
Joanna, formerly a partner with Akin Gump Strauss Hauer & Feld LLP,
joined First Capitol as its Director of Regulatory Affairs and General
Counsel. Joanna has nearly 20 years of experience advising clients on
a wide range of employment, tax, intellectual property, and other related
business issues. Additionally, Joanna brings additional regulatory
compliance experience from her pre-legal career in the consulting and
aerospace industry.
Joanna spearheads the Affordable Care Act practice at First Capitol,
focusing on employer compliance issues.
Professional Affiliations and Credentials
▪ Former President and Board Member, Korean American
Bar Association
▪ Rising Star, Super Lawyers
▪ Subcommittee Chair, American Bar Association
▪ Committee Member, Federal Courts Coordinating Committee of
Los Angeles County Bar Association
▪ Guide to Protecting and Litigating Trade Secrets (ABA 2012)
▪ Ethical Considerations in Reissues and Reexaminations
(Practicing Law Institute [PLI], 2011)
▪ Symposium on Ethics Issues Arising in the Context of Electronic
Discovery and Document Destruction Policies (2005)
Education
▪ B.S. Chemical Engineering, University of California Berkeley
▪ J.D., Loyola Law School, Los Angeles
FirstCapitolConsulting.com
First Capitol Consulting, Inc.
Experienced
Focused
Professional