Representation for All 50 States
State tax representation and compliance, no matter which state your business or return touches.
Individual Tax Preparation
Federal and state returns prepared accurately, with every deduction you're entitled to.
Business Tax Preparation
Returns for sole proprietors, partnerships, and corporations — of any size.
IRS and State Representation
Audits, notices, back taxes, and payment plans — handled directly with the IRS and state agencies on your behalf.
Financial Reporting and Management Consulting
Financial statements and hands-on guidance to help you make sound business decisions.
Remote CFO Services
Forecasting, cash flow, and financial strategy — without the cost of a full-time hire.
Foreign Asset Reporting for U.S. Persons
FBAR, Form 8938, and other required disclosures for foreign accounts and assets.
Investment Based Immigration Tax Planning
Tax strategy for EB-5 and other investment-based immigration paths.
Foreign National with U.S. Income Reporting and Compliance
Accurate filing and compliance for non-U.S. citizens earning income in the United States.
Retirement Plan Planning and Compliance for S-Corp and Partnership Owners
Retirement plan design and compliance built for S-corp and partnership structures.
ITIN & New Client Support
Help applying for an ITIN and getting first-time filers set up, with bilingual support throughout.
Notary Services
Signature witnessing and document certification for real estate, legal, and personal matters.