Complete financial services under one roof

Personal tax returns

Federal and state filing, tax planning for high-income households, cross-border income and maximized deductions and credits.

Business tax returns

LLCs, S-Corps, partnerships and sole proprietors — quarterly filings, year-end preparation and multi-state returns.

NGO & trust tax returns

Form 990 for tax-exempt organizations, trust income reporting and grant-fund accounting.

Amended & prior-year returns

Fix errors, claim missed credits and catch up on unfiled years — before the IRS asks.

Multi-state & part-year returns

Moved, work across state lines or own locations in several states? We file everywhere you owe.

Rental & real estate income

Schedule E reporting, depreciation and planning for landlords and property investors.

Bookkeeping & financial statements

Reconciled books, monthly, quarterly and annual statements, real-time cloud reporting, forecasting and budgets.

Payroll services

Full-service payroll, benefits administration, federal and state payroll tax filings, direct deposit and digital pay stubs.

Business formation & compliance

Entity selection and formation, annual state and federal filings, licenses, permits and registered-agent services.

Sales tax filings

Multi-state compliance, return preparation, sales tax audit representation, nexus and product-taxability strategy.

Catch-up & clean-up bookkeeping

Months or years behind? We rebuild your books from bank statements and POS data, then keep them current.

Tip reporting & Form 8027

Employee tip reporting, tip allocation and the annual Form 8027 for large food or beverage establishments.

1099 & W-2 information returns

Vendor W-9 collection, 1099-NEC and 1099-MISC filing and year-end W-2s — on time, every January.

IRS audit representation

A thorough review of your records, direct communication with the IRS and a strong defense against inaccurate claims.

Streamlined filing procedures

Catch up on overdue returns and undisclosed foreign accounts while minimizing penalties.

IRS notices

We analyze the notice, build a response plan and negotiate with the IRS on your behalf.

Payment plans

Installment agreements that fit your cash flow and stop collection pressure.

Penalty abatement

First-time abatement and reasonable-cause requests to remove penalties you shouldn't have to pay.

Offer in compromise

When a balance truly can't be paid, we evaluate whether settling for less is realistic.

State sales & payroll tax audits

Representation in state audits, including sampling reviews of sales and exempt transactions.

ITIN applications

For owners, spouses and dependents who need to file but aren't eligible for an SSN.

S-Corp election

Pass-through treatment and a reasonable owner salary that can reduce self-employment taxes.

Tax Residency Certificate (TRC)

Prove residency to claim treaty benefits and avoid double taxation.

Mark-to-Market election

Annual reporting of gains and losses that can simplify PFIC rules for foreign investments.

EIN, permits & state registrations

EINs, sales tax permits, state payroll accounts and local licenses set up correctly from day one.

FICA tip credit (Form 8846)

Recover the employer Social Security and Medicare tax paid on employee tips — including open prior years.

FBAR & FATCA compliance

Accurate reporting of foreign accounts and assets to avoid steep penalties.

Foreign entity reporting

Forms 5471 and 5472 for U.S. owners of foreign companies and foreign-owned U.S. corporations.

Repatriation & overseas investment

Bring foreign income home and invest abroad (ODI) in compliance with U.S. and host-country law.

India-specific tax services

India tax returns, India–U.S. treaty benefits and India business formation.

Nonresident & dual-status returns

Form 1040-NR and first- or last-year dual-status returns for visa holders and new arrivals.

Foreign tax credits & treaty positions

Credit for taxes paid abroad so the same income isn't taxed twice.

PFIC reporting (Form 8621)

Foreign mutual funds and similar investments, reported correctly with the best available election.

Tax planning & saving strategies

Proactive, year-round strategies for deductions, credits and long-term tax efficiency.

Entity structure

Choosing between LLC, S-Corp, C-Corp or partnership for tax, liability and growth.

Financial planning & analysis

Profitability analysis, investment and retirement planning, and cost management.

Cash-flow management

Monitoring, forecasting, reserves and expense control — essential for thin-margin businesses.

Menu pricing & prime-cost reviews

Food, beverage and labor cost analysis so every menu price earns its place.

Loan-ready financials

Clean statements and projections for SBA loans, bank lines and equipment financing.

Buying or selling a business

Financial due diligence, deal structure and the tax impact of an asset or stock sale.

Retirement plans for owners

Solo 401(k), SEP and other plans that save tax while you build for the future.