Services We Provide
Individual Taxation
We prepare and file individual federal and state tax returns for clients with straightforward to complex financial situations. Our services cover accurate reporting of various types of income, deductions, credits, multi-state filings, investment and business income, and proactive tax planning and saving tips to reduce future tax liabilities. We focus on accuracy, compliance, and year-round support so there are no surprises at tax time.
Business Taxation
We handle comprehensive business tax compliance and planning, including preparation and filing of federal and state returns for corporations, partnerships, LLCs, and other entities. Our services also include strategic tax planning to reduce liabilities, multi-state tax support, and guidance on business tax implications of key decisions. We focus on accuracy, compliance, and proactive advice to help businesses keep more of what they earn while navigating complex tax rules.
Tax Planning & Strategy
We design customized, proactive tax planning strategies for individuals and businesses to minimize liability and support long-term financial goals. This includes year-round guidance, tax projections, timing and structuring recommendations, and advice on key financial decisions before filing season. Our focus is on helping clients avoid surprises, make smarter financial choices, and keep more of what they earn through thoughtful, creative tax planning.
Bookkeeping Services
We provide accurate, up-to-date bookkeeping that keeps your records organized and tax season ready. Our services include recording and categorizing income and expenses, bank and credit card reconciliations, accounts payable and receivable tracking, payroll coordination, prior year clean-ups, and monthly financial reporting. We help maintain clean books year-round, identify discrepancies early, and provide clear financial visibility so you can manage cash flow confidently and focus on growing your business.
IRS & State Tax Resolution
We help individuals and businesses resolve disputes and compliance issues with the IRS and state tax authorities, including responding to notices and handling audits. Our services include negotiating payment plans, Offers in Compromise, penalty abatement, back-filing late returns, and representing you directly with taxing agencies. We focus on reducing stress, protecting your rights, and achieving the best possible outcome while keeping you compliant with federal and state tax requirements.
International Taxation
We provide comprehensive U.S. international tax services for individuals and businesses with worldwide income, assets, investments, or operations. Our services include compliance with the IRS filing requirements (such as FBAR/Form 8938), tax planning for cross-border income and entities, treaty analysis, and guidance on foreign tax credits and expatriation/repatriation tax complexities. We help clients navigate complex international rules to minimize tax liability, avoid penalties, and ensure full compliance with the IRS and states.
Payroll & Sales Tax Services
We manage your payroll and sales tax responsibilities with accuracy and timeliness to keep your business compliant and your team paid on schedule. Our services cover payroll processing, tax withholdings and filings, quarterly and annual payroll returns, sales tax calculations and filings, and handling communications with taxing authorities. We eliminate compliance headaches, reduce risk of penalties, and free you to focus on growth and operations.