AREAS OF PRACTICE

COMPLIANT TAX FILING
Our firm offers comprehensive services to ensure that individuals, businesses, and organizations meet all their tax filing obligations and stay in full compliance with federal, state, and local tax laws. We assist with the preparation and timely filing of tax returns, including personal income tax, corporate tax returns, and nonprofit filings. Our team ensures that all income, deductions, credits, and other pertinent financial information are accurately reported and that taxes owed are paid in full. We also advise clients on maintaining compliance with specific tax regulations related to employment, sales, and other industry-specific taxes.

TAX PROJECTIONS
Effective tax planning is essential for maximizing your financial success. We work closely with you to develop customized tax strategies that align with your short-term goals and long-term objectives. Our proactive approach helps you minimize tax burdens while ensuring compliance with all regulations, allowing you to focus on what you do best.

TAX ADVISORY
Our tax advisory services are designed to help you navigate the complex world of tax regulations and compliance. We provide strategic insights tailored to your specific business or personal needs, ensuring you make informed decisions that optimize your tax position. From understanding potential liabilities to leveraging available deductions, our expert guidance empowers you to stay ahead of the curve.

Areas of Tax Advisory: Business, Individual 1040, Rental Property, Company Stocks

FINANCIAL TAX PLANNING
Integrating tax strategies with broader financial goals is crucial for sustainable growth. Our financial planning services encompass budgeting, investment strategies, and retirement planning, all while considering tax implications. We take a holistic view of your financial landscape, helping you create a roadmap to achieve your aspirations.

BOOKKEEPING
Accurate bookkeeping is the backbone of effective financial management. Our team offers comprehensive bookkeeping services that streamline your financial records, ensuring they are organized and up-to-date. By maintaining precise records, we help you make informed decisions and simplify your tax preparation process.

BUSINESS FORMATION
Starting a new venture? We guide you through the complexities of business formation, helping you choose the right structure—whether it’s an LLC, corporation, or partnership. Our expertise ensures you understand the tax implications of your choice and set up your business for success from the start.

IRS AUDITS & STATE AUDITS
Facing an audit can be daunting, but our experienced professionals are here to support you every step of the way. We offer audit preparation services, helping you gather necessary documentation and navigate the process with confidence. Our goal is to ensure your rights are protected and to advocate for your best interests throughout any audit scenario.

EXPATS - INTERNATIONAL TAX
Comprehensive range of services, including tax compliance for filing returns in both home and host countries, strategic tax planning to minimize liabilities and manage dual tax residency, and expert advice on cross-border tax issues like foreign income, tax treaties, and the Foreign Earned Income Exclusion. Assist expats with managing business taxes, retirement savings, and healthcare benefits across different jurisdictions, ensuring compliance and tax optimization in complex international environments.

Affiliate CPAs & Firms: Hong Kong, Tokyo, Seoul, Taipei

TAX RETURN COACHING
The worksheets and formulas on a tax return can be difficult to follow by a civilian taxpayer. It takes years for even a professional to grasp a good part of the foundational pieces to a tax return. With our help, you can accelerate your understanding of the tax codes that applies specifically to you and make better choices throughout the tax year to effectively lower your tax liability. We put you in the driver’s seat as you design your own tax scenario the way you want it to look on your tax returns