NATIONWIDE & GLOBAL - Available for on-site consultation and international tax planning worldwide.
Navigate complex cross-border filing obligations with confidence, ensuring tax compliance on international foreign assets.
Form 2555 Foreign Earned Income Exclusion (FEIE) maximization.
Form 1116 Foreign Tax Credit (FTC) to prevent double taxation.
FBAR (FinCEN 114) & FATCA compliance for foreign bank accounts.
Form 1040NR non-resident filings and treaty provisions for students/investors.
Transition your business from reactive tax filing to proactive year-round strategy that protects your hard-earned profits.
S-Corporation elections to cut Self-Employment (FICA) tax liability.
BOI (Beneficial Ownership Information) Reporting compliance.
Tax-Ready Bookkeeping cleanup and bank reconciliation.
1099-NEC/1099-K compliance and SEP-IRA retirement strategies.
Expert strategic advisory and penalty remediation road maps to resolve back taxes, clear automated notices, and restore full compliance.
Strategic preparation of Offer in Compromise (OiC) application packages and liability analysis to restructure tax debt.
Penalty Abatement consulting & Reasonable Cause letter drafting (First-Time Abatement & historic relief).
Advisory and documentation prep for Currently Not Collectible (CNC) status relief.
CP2000 automated underreporter notice analysis, response preparation, and audit-readiness strategy.
Protect your equity compensation from unnecessary tax drag with precision timing and AMT risk management.
RSU (Restricted Stock Unit) vesting and tax withholding strategy.
Incentive Stock Options (ISO) & Alternative Minimum Tax (AMT) planning.
Capital Gains harvesting and multi-state tax allocation for remote tech workers.
Estimated tax calculation to avoid underpayment penalties.
We maximize cash flow for real estate portfolios by unlocking overlooked depreciation deductions and establishing proper property holding structures.
Accelerated & Bonus Depreciation via Cost Segregation Studies.
Schedule E Optimization for rental income, repairs vs. capital improvements.
1031 Exchange guidance for tax-deferred property swaps.
Short-term rental (STR) tax loophole navigation for active loss deductions.