top of page
Practice Areas
We offer tax, accounting, and consulting services including but not limited to the following areas:
Tax Return Preparation and Filing
Our areas of specialty in tax include the following:
-Individual
-Partnerships/LPs/LLCs
-Corporations/S-Corporations
-Trusts and Estates
-Estate and Gift
-Sales and Use
-Foreign Business Entity Ownership Reporting
-Foreign Ownership of Domestic Entities
Tax Controversy
We can represent you in the following matters:
-United States Tax Court matters, such as IRS Notice of Deficiencies, adverse determinations for CDP hearings, innocent spouse requests, and others.
-IRS and state revenue agency examinations, including payroll and sales/use tax audits.
-Appeals of tax audits and audit reconsiderations.
-Tax collection matters, including submission of Offers in Compromise, installment agreements, and non-collectible status requests.
International Reporting
United States citizens are required to report worldwide income and many different types of financial holdings, regardless of where they live.
We specialize in reporting for the following:
-Recent arrivals to the United States
-US persons living abroad (ex-pats)
-Reporting for FinCEN and FATCA
-Foreign accounts, financial assets, closely held corporations, partnerships, PFICs, and trusts
-Treaty positions
-Maximizing foreign tax credits and/or foreign earned income exclusion
-Obtaining Individual Taxpayer Identification Numbers
Retirement and Estate Planning
We provide advice in the following areas:
-Retirement savings
-Retirement plans
-Plan administration
-RMD calculations
-Plan selection
-Estate tax minimization
-Business succession planning
Entity Selection
Not all entities are appropriate for all situations. Oftentimes, laws in one state prohibit the activity of an entity from another state in that form.
We look at your specific facts and provide advice as to what entity is most appropriate for your business and tax situation.
Advisory
We offer business advisory services.
Tax advisory
Management services
General business advice
bottom of page