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Our Services

Specialized expertise in complex domestic and international tax matters

Comprehensive Tax & Accounting Services

We provide comprehensive tax planning, compliance, and advisory services for individuals, families, and businesses. Our work ranges from day-to-day tax and accounting needs to highly complex domestic and cross-border matters, delivered with precision, discretion, and a hands-on approach.

International Tax Services

Comprehensive support for individuals and businesses with cross-border tax obligations.

  • FBAR (FinCEN 114) Filing
  • FATCA Compliance (Form 8938)
  • Foreign Tax Credit Optimization
  • Tax Treaty Analysis & Planning
  • Expatriate & Inpatriate Services
  • Foreign Corporation and Partnership Reporting (Forms 5471, 8865)
  • Streamlined Filing Compliance

Complex Tax Planning

Strategic tax planning for high-net-worth individuals, business owners, and complex entities.

  • Entity Structure Optimization
  • Multi-State Tax Planning
  • Trust & Estate Tax Planning
  • Business Succession Planning
  • Investment Tax Strategies
  • Retirement Planning Integration
  • Gift Tax Planning
  • Charitable Giving Strategies

Tax Preparation

Meticulous tax return preparation for individuals, businesses, and trusts.

  • Individual Tax Returns (Form 1040)
  • Corporate Returns (Forms 1120, 1120-S)
  • Partnership Returns (Form 1065)
  • Trust Returns (Form 1041)
  • State & Local Tax Returns
  • Amended Returns

IRS Representation

Experienced representation before the IRS for audits, appeals, and resolution.

  • Audit Representation
  • Appeals Conference Representation
  • Collection Matter Resolution
  • Offer in Compromise
  • Installment Agreements
  • Penalty Abatement Requests
  • Innocent Spouse Relief
  • Tax Court Preparation Support

Business Advisory

Strategic financial guidance to help your business grow and thrive.

  • Business Entity Selection
  • Buy-Sell Agreement Review
  • Merger & Acquisition Support
  • Exit Strategy Planning

Accounting Services

Professional accounting and bookkeeping services.

  • Bookkeeping Services
  • Financial Statement Preparation
  • Payroll Processing
  • Accounts Payable/Receivable
  • Bank Reconciliation
  • QuickBooks Setup & Training
  • Monthly Financial Reports
  • Year-End Closing

Ready to Get Started?

Contact us to discuss your specific needs.