We accurately calculate your estimated taxes and prepare Form W-4 to adjust your withholding, ensuring the right amount of tax is taken from your paycheck. Additionally, we calculate estimated quarterly tax payments to avoid underpayment penalties and manage your cash flow throughout the year.

Starting a new job in the US or abroad can impact your taxes in numerous ways. Our tax planning services provide guidance on how your salary, benefits, and potential credits and deductions will affect your tax liability.

Buying, selling, or renting real estate can have significant tax implications. We provide tailored tax planning advice for real estate transactions, helping you navigate capital gains taxes, property deductions, 1031 exchanges, installment sales, and other strategies to optimize your tax outcomes.

When selling stocks, proper planning can help minimize taxes on capital gains. We provide tax-smart strategies for managing short-term and long-term gains, tax-loss harvesting, and other tactics to reduce your tax burden.

Tax-smart investing focuses on maximizing returns while minimizing tax impact. We help you develop an investment strategy that takes advantage of tax-efficient vehicles such as tax-deferred accounts, tax-free municipal bonds, and strategically timed transactions to optimize your overall tax situation.

We assist in planning your retirement strategy, including the optimal timing for starting your Social Security benefits, managing required minimum distributions (RMD), making Roth IRA conversions and utilizing qualified charitable Distributions (QCD) in your retirement strategy. Our goal is to minimize taxes on retirement income and maximize your retirement savings.

Choosing the right business entity—whether an LLC, S-corporation, or C-corporation—can impact your taxes and liability. We help you evaluate your options and select the best entity for your business, considering factors such as income distribution, tax rates, and personal liability protection.

Relocating abroad can significantly affect your tax obligations. We provide tax planning services for international moves, helping you navigate the complexities of tax treaties, foreign earned income exclusions, and compliance with both U.S. and foreign tax laws to minimize your tax liability.

We offer professional representation and communication services with the IRS and state tax agencies to ensure your interests are protected. Whether you’re facing an audit or responding to notices, we work to resolve issues with tax agencies, reduce potential liabilities, and ensure compliance with tax laws, providing you peace of mind throughout the process.

We obtain IRS tax transcripts, which provide a detailed record of your tax filings, payments, and account status. Whether you need transcripts for loan applications, audit support, or tax planning purposes, we ensure the process is quick as possible and accurate.

If you receive a tax notice from the IRS, state, or local tax authorities, we respond timely and appropriately. We review the notice, prepare necessary responses, and communicate with tax authorities on your behalf to resolve any issues that may at times involve the Taxpayer Advocate Service effectively and efficiently.

Our audit support services provide you with the expertise needed to navigate complex IRS audits. From preparing documentation to representing your position, we work diligently to protect your interests and ensure a fair resolution, minimizing any financial impact.