Services
Financial stability and optimization, and the peace of mind that comes with it, is invaluable. Your advisor will work with you directly, but also has the backing of an integrated team in which every member brings their expertise to the table. Look forward to a relationship in which your current and future best interests always lead the way.
Individuals
Businesses
International Tax
For Individuals:
- Domestic and foreign tax return preparation
- Estate, trust and tax planning
- Forensic accounting
- IRS representation
- Financial statements
- Succession planning
- Secure and convenient online document portal
- Tax Issue Resolution
- Audit representation
- Non-filed tax returns
- Back taxes owed
- Liens and levies
- Bankruptcy issues
For Businesses:
- Accounting and bookkeeping
- Financial statement preparation
- Compilation services
- QuickBooks Setup and Training
- Succession planning
- Secure and convenient online document portal
- Tax Services
- Expatriate and inpatriate planning
- State, local, federal and international tax preparation
- New business formation
- Profit improvement
- Cash flow management
- General business consulting
- Tax Issue Resolution
- Audit representation
- Non-filed tax returns
- Back taxes owed
- Payroll tax issues
- Liens, levies, and wage garnishment
- Bankruptcy issues
International Tax:
- Controlled Foreign Corporations (CFCs)
- Passive Foreign Investment Companies (PFICs)
- Foreign trust accounting and taxation
- Currency transactions and issues
- Domestic international sales corporations
- Expatriate taxation
- Foreign Account Tax Compliance (FATCA) and foreign tax credits
- Foreign source income
- Nonresident taxation
- International taxation
- Residency and permanent establishment items
- Transfer pricing
- Withholding
- Secure and convenient online document portal