Big dreams deserve a flawless tax strategyBig dreams deserve a flawless tax strategy

1. Individual & Family Tax Services

• Comprehensive federal and state tax preparation
• Advanced guidance on deductions, credits, and filing strategies
• Tax planning for high-income earners, self-employed individuals, and investors
• Assistance with education, dependents, and retirement-related tax benefits
• Year-round support to help you stay organized and avoid surprises

2. Business & Entity Taxation

• Preparation and filing for Corporations, Partnerships, and LLCs
• Multi-state and payroll tax compliance
• Quarterly estimated tax planning and cash-flow forecasting
• Guidance on tax-efficient entity selection and restructuring
• Strategic planning for mergers, acquisitions, and exits

3. IRS Representation & Tax Resolution

• Full representation before the IRS and state tax agencies
• Offer-in-Compromise and payment plan negotiations
• Penalty abatement and relief programs
• Removal of liens, levies, and wage garnishments
• Audit defense and appeals — we speak directly with the IRS on your behalf

4. Tax Planning & Strategy

• Year-round tax strategies to minimize liability
• Proactive planning for business owners, investors, and real estate professionals
• Guidance on retirement, trust, and estate tax strategies
• Optimization for multi-state and international taxpayers
• Analysis of new tax laws to keep you compliant and ahead

5. Audit Assistance

• Professional representation during IRS or state audits
• Organization of financial documentation and correspondence
• Identification of potential audit triggers and proactive risk management
• Negotiation to resolve audit findings efficiently

6. Business Advisory & Compliance

• Business formation and EIN registration
• Entity structure analysis (LLC, S-Corp, C-Corp) for tax efficiency
• Estimated tax and cash flow planning
• Financial consultation to align tax outcomes with business growth

7. Immigration & Cross-Border Tax

• Assistance for visa holders, new residents, and foreign-income reporting
• FBAR & FATCA compliance
• Guidance for dual-status or non-resident returns
• Coordination with foreign tax credits and treaty benefits

8. Year-Round Support

Taxes aren’t seasonal — and neither are we. We provide continuous support to help you make smart financial decisions all year, not just at filing time.