The Practice
Careful work, clearly explained.
Three practices, one standard: every return prepared as if it will be read line by line — because it will be. Below is what each practice covers and what working together looks like.
01
Tax Preparation
Individual and family returns, handled with discretion.
Federal and state income tax returns for individuals and families — including multi-state filings, equity compensation, rental property, and the paperwork that arrives when life gets complicated. Returns are prepared carefully, filed on time, and paired with planning that keeps next April quiet.
Federal & State Returns
Complete preparation and e-filing of individual income tax returns, including part-year and multi-state situations.
Extensions & Estimated Payments
Timely extensions and quarterly estimated tax calculations so nothing is filed late and nothing is overpaid.
IRS & State Representation
Responses to notices, audits, and collection matters — handled directly, so you do not have to speak with the government alone.
Year-Round Planning
A mid-year review of withholding, deductions, and life changes, so the return is planned rather than discovered.
02
Small Business Services
For owners who would rather run the business than the books.
Practical accounting support for owner-operated businesses: the right entity, clean books, payroll that runs itself, and estimated taxes that never surprise you. The goal is simple — a business owner should make decisions with numbers they trust.
Entity Selection & Formation
Choosing and forming the structure that fits the business — LLC, S corporation, C corporation — with the tax consequences spelled out in plain English.
Bookkeeping Oversight
Review and oversight of your books so the records behind every return are accurate and audit-ready.
Payroll
Payroll setup and administration, with filings and deposits handled on schedule.
Quarterly Estimates & Planning
Estimated tax calculations and ongoing planning conversations as the business grows, pivots, or prepares to sell.
03
International & Foreign Clients
The firm's signature practice.
Cross-border taxation is the practice's center of gravity. Clients arrive from every continent with obligations that span jurisdictions — foreign-owned companies operating in the United States, foreign nationals with American filing duties, and US citizens living abroad — and leave with filings that are complete, defensible, and filed on time.
Foreign-Owned US Businesses
United States tax obligations for foreign companies investing in or operating in America — entity choice, filing requirements, and treaty positions.
Foreign Nationals
US filing requirements for nonresident and resident aliens with American income, including residency determination and treaty benefits.
Americans Abroad
Expat returns, foreign earned income exclusion, foreign tax credits, and reporting for foreign accounts and assets.
FBAR, FATCA & Reporting
Foreign bank account reporting and international information returns — prepared accurately and filed before penalties become a conversation.
Not sure which fits?
Most engagements begin with a short conversation about your situation. The first hour is about understanding it — not billing it.
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