- Tax Preparation & Planning
- Business Consulting
- Business Entity Selection and Set Up
- Estate & Trust Tax Preparation
- IRS Representation
- Payroll Services
- Retirement Planning
- Sales Tax Services
- Foreign Bank and Financial Accounts (FBAR)
- US Nationals living and working overseas
Tax Preparation & Planning
This is our single most important area of concentration and expertise. Our specialty is self-employed and small business professionals throughout the USA and overseas as well. We have expertise in tax matters affecting US Nationals living and working overseas. We are also proficient in reporting Foreign Bank and Financial Accounts (FBAR).
If your business does not currently have accounting staff we can provide comprehensive bookkeeping and write-up services or refer you to an independent and experienced bookkeeper who will provide you with in-house bookkeeping services.
We are available to advise and consult on various business matters.
Business Entity Selection and Set Up
We can help you to decide which entity is right for you by pointing out the pros and cons of each type of entity. You can decide between Sole Proprietor, Partnership, Limited Liability Company (LLC), Limited Liability Partnership (LLP), Corporation or an S Corporation. Once you make your decision, we can form your entity for you, obtain an EIN and register it with the IRS and your state. We can also help you obtain your domain name and applicable e-mail addresses.
To learn more about this service, please click on ‘OTHER INFO‘ on the left panel of this page, then click on ENTITY FORMATION and complete our Entity Request Form.
Estate & Trust Tax Preparation
We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
If you or your business face an IRS audit call us. We will deal with the IRS from start to finish without your presence. We will contact the IRS on your behalf and represent you during the audit without you being there. We have years of experience in dealing with the IRS and state taxing authorities.
Our payroll accountants are well versed in payroll matters. We can provide payroll services or refer you to a competent and reliable payroll service firm.
We can help you evaluate the available options and make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Sales Tax Services
We can help you understand and manage your sales tax obligations and prepare sales tax returns in various jurisdictions.
Foreign Bank and Financial Accounts (FBAR)
If you have any foreign bank or investment accounts, you need to know your reporting obligations and filing deadlines. Compliance is very important. Non compliance can lead to heavy penalties or worse. We have the knowledge and experience to help you with your filing requirements.
US Nationals living and working overseas
If you live overseas, you tax filing obligations to the IRS continue. The rules can fluctuate from country to country. We have the knowledge and experience to help you with your filing requirements.
Call today to schedule an appointment!*
*Or click here to access our online appointment scheduler.