Our Services

Comprehensive Tax Solutions

From simple tax returns to complex compliance issues, we provide the expertise you need to handle any tax situation with confidence.

Tax Preparation

Comprehensive tax preparation services for individuals and businesses. We ensure accuracy and help you claim every deduction you deserve.

What's Included

  • Individual tax returns (Form 1040)
  • Business tax returns (Schedule C, Form 1120, 1120-S)
  • Partnership returns (Form 1065)
  • Self-employment taxes
  • Rental income reporting
  • Investment income and capital gains
  • Cryptocurrency tax reporting
  • State tax returns for all 50 states

Tax Planning & Strategy

Strategic tax planning to minimize your tax burden legally. We help you make informed financial decisions year-round, not just at tax time.

What's Included

  • Year-end tax planning strategies
  • Retirement contribution optimization
  • Business structure analysis
  • Income timing strategies
  • Deduction maximization
  • Investment tax planning
  • Multi-year tax projections
  • Entity selection for new businesses

IRS Notice Response

Received a notice from the IRS? We help you understand what the IRS is asking for and respond appropriately to protect your interests.

What's Included

  • Notice analysis and explanation
  • Response letter preparation
  • Documentation gathering assistance
  • IRS correspondence handling
  • Penalty abatement requests
  • Audit support and preparation
  • Collection notice assistance
  • Appeal preparation

FBAR & FATCA Compliance

Navigate foreign account reporting requirements with confidence. We ensure you meet all compliance obligations and avoid costly penalties.

What's Included

  • FBAR filing (FinCEN Form 114)
  • FATCA compliance (Form 8938)
  • Foreign income reporting
  • Foreign tax credit optimization
  • Streamlined filing procedures
  • Delinquent FBAR submissions
  • Foreign corporation reporting (Form 5471)
  • PFIC reporting assistance

Additional Services

Amended Returns

Correct errors on previously filed returns to claim missed deductions or fix mistakes.

Business Formation

Guidance on choosing the right business structure for tax efficiency and liability protection.

Estate Planning Support

Tax guidance for estate planning, gifting strategies, and inheritance tax considerations.

Bookkeeping Consultation

Advice on setting up and maintaining accurate financial records for tax purposes.

Ready to Get Started?

Schedule a free consultation to discuss your tax situation and learn how we can help you achieve your financial goals.