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All industries

Industry playbook · 08

Individuals & every business

Not in food? You're still in the right place. We prepare returns and handle compliance for individuals, families, professionals, corporations, partnerships, non-profits and trusts.

Where the details matter

What makes this business different

01

New to the U.S. tax system

First-year returns, dual-status years and H-1B or L-1 moves need careful handling.

02

Income in more than one country

Treaties and foreign tax credits help you avoid paying tax twice on the same income.

03

Growing a business

Choosing the right entity and planning ahead keeps more of what you earn.

04

Non-profits and trusts

Form 990 and trust filings keep exempt status and fiduciaries in good standing.

A typical engagement

What working with us looks like

Case file · 05FBAR

An H-1B family catches up on Indian account reporting

The family held NRO accounts and fixed deposits in India but had never filed FBARs or reported the interest.

What we did

  1. 1Gathered maximum balances and interest for every account
  2. 2Prepared amended returns with foreign tax credits
  3. 3Filed under the IRS streamlined procedures for non-willful taxpayers

The result

Fully compliant — without the steeper penalties that can apply to unreported accounts.

Fully compliant

Illustrative examples based on common situations — not specific client results.

FAQ

Common questions

Do you work with people outside the food industry?

Absolutely. Individuals, professionals and businesses of every kind are a large part of our practice.

I moved to the U.S. this year. Which return do I file?

It depends on when you arrived and your visa status. You may be dual-status for the first year, or able to elect full-year residency. We'll walk you through it.

Let's take the first step toward financial clarity.

Tell us about your business and we'll get back to you with clear next steps — no obligation.