Services

We offer comprehensive tax preparation services, ensuring accuracy and compliance across all levels of taxation. Whether you’re filing a simple Form 1040 or a more complex return, we consider all income sources, applicable credits, and deductions to minimize your tax liability and maximize potential tax savings.

Choosing the right tax filing status can significantly impact your tax liability. We help you determine the most beneficial filing status—whether Single, Married Filing Jointly, or Head of Household, —based on your personal circumstances to optimize your tax savings.

We help organize and document business-related expenses and revenue to maximize your deductions and ensure accurate reporting on Schedule C, which is designed for self-employed individuals or business owners to report income or losses from their business.

Schedule E is essential for reporting income or losses from rental properties, royalties, and investments in partnerships or S corporations appearing on Schedule K-1. We provide guidance on properly documenting your passive income and deductions, ensuring you comply with tax laws while maximizing benefits.

When making substantial gifts, you may be required to file a gift tax return. We ensure that all gifts are reported accurately, and that you stay within the annual exclusion limits while minimizing any gift tax liability.

If you’ve filed a tax return with errors or omissions, we help you file an amended return. We ensure the corrections are made promptly and accurately, potentially increasing your refund or reducing your liability.

If you’ve missed the tax filing deadline, we can help you prepare and file your late returns. we work with you to minimize penalties and interest, ensuring your returns are filed correctly and promptly.

A thorough review of your previously filed tax returns can uncover missed deductions, errors, or opportunities for tax savings. We conduct detailed reviews to ensure that your past filings are accurate and compliant, potentially identifying opportunities for amended returns and refunds.

A 1031 exchange allows you to defer taxes on the sale of investment property by reinvesting the proceeds in a similar property. We guide you through the process of reporting a 1031 exchange, ensuring that all requirements are met to defer capital gains taxes.

Crypto transactions must be accurately reported to avoid tax issues. We ensure that your cryptocurrency gains, losses, and other transactions are properly documented, helping you comply with IRS guidelines and minimize potential tax liabilities.

Installment sales allow you to report income over time. We help you properly report sales of property where payments are received in installments, spreading out tax obligations and ensuring accurate income reporting over the term of the sale.

If you are a shareholder in a foreign corporation, you may need to file Form 5471 and Form 8992 to report ownership in a foreign corporation and Global Intangible Low-Taxed Income (GILTI).

For U.S. taxpayers involved in foreign partnerships, Form 8865 is required to report your share of the partnership’s income, deductions, and other relevant information.

A foreign disregarded entity (FDE) must be reported on Form 8858 by U.S. owners. This form helps disclose income, expenses, and other relevant financial information of the entity.

The FBAR is required for U.S. taxpayers with financial interests in or signature authority over foreign financial accounts exceeding certain thresholds. Filing your FBAR ensures compliance with U.S. regulations and avoids significant penalties.

For taxpayers seeking to become compliant with U.S. tax laws after failing to file, we offer streamlined filing services. This includes preparing the last three years of tax returns and the last six years of FBARs, as well as assisting with Form 14653, which provides a statement of compliance under the IRS Streamlined Filing Compliance Procedures.

Expatriation tax provisions apply to U.S. citizens who have relinquished their citizenship and long-term residents who have ended their residency (expatriated).

IRC § 6013 allows a nonresident alien to file as a resident of the US or make specific elections regarding their filing status. We make the election, ensuring that you claim the most advantageous filing status to minimize your tax liability.

If you or your spouse are a nonresident or ineligible for a Social Security number but need to file taxes, we help with applying for an Individual Taxpayer Identification Number (ITIN) using Form W-7.

Under the Foreign Account Tax Compliance Act (FATCA), U.S. taxpayers with foreign financial assets above certain thresholds must report them on Form 8938. We provide accurate FATCA reporting, ensuring you meet IRS requirements and avoid penalties for non-disclosure.

If you transfer property or money to a foreign corporation, Form 926 is required to report these transactions.

Investing in a foreign fund can trigger specific U.S. tax requirements for Passive Foreign Investment Company (PFIC). We help you navigate the complex rules of PFIC reporting and prepare Form 8621, ensuring proper tax treatment and minimizing any associated penalties or taxes on your foreign investments.

U.S. taxpayers with interests in foreign trusts or receiving foreign gifts must report them to the IRS using Form 3520 and/or Form 3520-A. These forms ensure compliance with U.S. tax laws by disclosing trust transactions and ownership.

If you are a shareholder in a foreign corporation, you may need to file Form 5471 and Form 8992 to report ownership in a foreign corporation and Global Intangible Low-Taxed Income (GILTI).

For U.S. taxpayers involved in foreign partnerships, Form 8865 is required to report your share of the partnership’s income, deductions, and other relevant information.

A foreign disregarded entity (FDE) must be reported on Form 8858 by U.S. owners. This form helps disclose income, expenses, and other relevant financial information of the entity.

The FBAR is required for U.S. taxpayers with financial interests in or signature authority over foreign financial accounts exceeding certain thresholds. Filing your FBAR ensures compliance with U.S. regulations and avoids significant penalties.

For taxpayers seeking to become compliant with U.S. tax laws after failing to file, we offer streamlined filing services. This includes preparing the last three years of tax returns and the last six years of FBARs, as well as assisting with Form 14653, which provides a statement of compliance under the IRS Streamlined Filing Compliance Procedures.

Expatriation tax provisions apply to U.S. citizens who have relinquished their citizenship and long-term residents who have ended their residency (expatriated).

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. If you’re facing an audit, 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.