Tax Services

If you’re looking for a firm that will focus on your individual needs and always treat you like a client who matters, look no further.

We will thoroughly and conscientiously study your personal situation and tailor our advice to your specific needs.  Our sweet spot is tax planning and preparation.  If you need something outside of our realm, contact us anyway.  We are always happy to refer you to qualified professionals who can assist you in other respects.

Tax Planning and Preparation

Two things in life are certain, and one of them is TAX. There are tax implications for almost every life change. We listen to you to understand your unique situation – rather than applying a cookie-cutter approach – when advising our clients. Whether you are going through a marital divorce, planning for retirement, or planning for a wealth transfer, we can provide you with the advice you need to minimize your tax bill. In addition, we can ensure that your tax planning strategies are accurately reported to the IRS through our tax preparation services.

Our tax preparation services for individuals start at $1,000.

Our tax preparation services for businesses start at $1,500.

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International Tax Services

International tax laws are, in a word, complex. Whether you are a US citizen with foreign income or a non-US citizen with US income, we can work with you to ensure that you are in compliance with US tax laws.   We are able to provide an array of international tax services including, but not limited to:

  • Tax preparation and planning for US individuals living abroad
  • Tax preparation and planning for non-US individuals living in the US
  • Certification of documents for ITIN applications
  • Dual status issues, including expatriation and first-year residency provisions
  • Foreign bank account reporting (FBAR and FATCA)

We are also able to collaborate with your tax specialist overseas to minimize your global effective tax rate (i.e. to reduce your total income tax liability among multiple tax jurisdictions).

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IRS Representation and Audit Defense

Have you received a notice from the IRS? An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can ensure that you are properly represented. Our services also include tax collection resolution efforts such as Offers in Compromise, tax levy resolutions, and tax lien resolutions.

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Business Entity Selection

Your business entity selection (e.g. LLP, LLC, sole proprietorship, partnership, corporation) can have dramatic implications for tax purposes. As your business grows and changes, the type of business entity you choose may need to change also.  We can explain each choice and its implications to your specific circumstances.

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Contact us today to schedule an appointment!