Individual & Family Tax

We help our clients to low their taxes by taking advantage of exceptions and special regulations in the IRS Code. Unlike other CPA firms that may see you just once a year, our Trusted Tax Advisors work with you through the year to significantly reduce any tax and risk exposures and identify opportunities for tax credits and deductions. If you are going through a divorce, we can help you to reach the settlement faster and help you and your children to keep more of the tax fee assets and payments.

Please reach out if you your loved ones are facing tax audits. Our team, experienced in the IRS audit techniques will manage a tax audit and negotiate with the auditors to reach the best outcome possible.

Tax Planning & Compliance for US Residents, Non-Residents and Expats

• Tax planning and consultations 

• Tax return preparation for current and delinquent years 

• Amended tax return preparation 

• Dual Status Return Preparation 

• Pension Planning

• Gifts and Trust Planning

• Foreign and Domestic Trust Tax Reporting 

• US Citizenship Renouncement Planning and Support

• Foreign Tax Credits 

• Tax Treaty Application

• Controlled Foreign Corporation (CFC) Planning and Reporting

• Foreign Derived Intangible Income (FDII)

• Section 965 Transition Tax Compliance

• Global Intangible Low-Taxed Income (GILTI) Compliance and Planning

• Bitcoin Tax Matters

Informational Reporting for US Residents, Non-Residents and Expats

• Foreign Bank Account report (FBARs)

• Foreign Financial Assets & Accounts Report (FATCA)

• Trusts and gifts reporting (Form 3520)

Tax Controversies Resolution

• IRS Audit Defense

• Residency Audit Defense 

• Offer in Compromise

• Tax Lien Removal

• Penalty Abatement

• Installment Tax Payment Plan