individual tax

Our firm is devoted to providing integrated year-round tax services with a focus on planning. Tax preparation occurs after year-end when many opportunities for savings and planning expire. Consultation during the year and predictive forecasting for future years allow us to identify maximum Federal and State tax savings. Let us be an integral part of your overall financial planning – we partner with other advisors to bring holistic results. Tax is one of the largest annual expenses for many people – our services will help you navigate it and avoid missed opportunities and penalties.

  • Tax Preparation, Filing, and Compliance
  • Planning and Transaction Structuring
  • Communication and Consultation with a dedication to outstanding service

Business tax

Legislative changes occur almost yearly. In a tax landscape constantly in flux, let us be your foundation. Small and medium-sized businesses carry a heavy administrative burden – our firm will bear the responsibility so that you can focus on running your business. Beyond process and filing – tax savings are what matter. Accounting and recordkeeping solutions are part of our process – the best defense against audits and compliance risks is a robust system of documentation. Planning for cash expenditure in the most tax-efficient manner means you are getting the best return on your dollars. What can your business achieve?

  • Business Tax Preparation, Filing, and Compliance
  • Information return filing
  • Payroll and Affordable Care Act compliance
  • International organization structuring

international tax

The global economy means business happens all over the world. Reach across borders to open new markets and find new opportunities. Inbound and outbound taxation are concerns for Business and Individuals who have transactions that occur in multiple jurisdictions. A variety of tax compliance needs arise all based on understanding the complex interactions of international tax law and treaty provisions. Our firm can be your homebase for managing your international tax outlook. Our virtual office allows us to work with you wherever you are – expatriates and taxpayers on foreign assignments find comfort in working with their “local” tax adviser wherever they are. Peace of mind, wherever you are.

  • International Tax Preparation, Filing, and Compliance
  • Asset Reporting and FBAR
  • A foreign subsidiary investment company, and FDAP compliance.