Individual Tax Preparation
Expert preparation for simple W-2s to complex itemized returns, maximizing your legally allowed deductions.
- Federal & State Filing
- Education & Child Credits
- Investment Income Reporting
Corporate Tax Solutions
Strategic tax planning and compliance for startups to established corporations (LLC, S-Corp, C-Corp).
- Form 1120 & 1120-S
- Tax Mitigation Strategies
- Estimated Tax Management
IRS Audit Representation
Peace of mind representation by Enrolled Agents who handle all correspondence and negotiations with the IRS.
- Full Audit Representation
- Penalty Abatements
- Offer in Compromise
Bookkeeping & Accounting
End-to-end financial tracking that keeps your business organized, compliant, and ready for tax season.
- Monthly Financial Statements
- Bank Reconciliation
- Account Payables/Receivables
International Tax Services
Expert guidance for US citizens abroad and domestic businesses with global operations or foreign interests.
- Expat Tax Filings
- FBAR & FATCA Compliance
- Foreign Entity Structuring
Crypto & Digital Asset Tax
Specialized tax reporting for cryptocurrency, NFTs, and DeFi activities to ensure IRS compliance in a digital world.
- Wallet & Exchange Audits
- Capital Gains Calculation
- Staking & Airdrop Reporting
Real Estate Tax Strategy
Optimizing tax benefits for property investors, landlords, and developers through advanced planning and depreciation.
- 1031 Exchange Planning
- Cost Segregation Studies
- Passive Loss Limitations
Estate & Legacy Planning
Protecting your assets and ensuring a seamless transfer of wealth to the next generation with minimal tax impact.
- Gift Tax Preparation
- Trust Structuring
- Inheritance Tax Strategy
Retirement Tax Optimization
Strategically managing your retirement distributions (401k, IRA, Pension) to protect your nest egg from excessive taxes.
- Roth Conversion Analysis
- RMD Planning
- Social Security Taxability