CLIENTS WE WORK WITH

How Our Company Helps

Professional Growth

BUSINESSES

Optimizing for Growth

New Business Owners:

  • Business entity choice guidance, Incorporation

  • Employer identification numbers (EIN), First-year IRS elections 

  • Multi-State sales and payroll tax registrations 

  • Registered Agent services


Established Businesses:

  • Annual income and sales tax compliance

  • Periodic and Year-end accounting and payroll 

  • Disputes with federal and state tax authorities

  • Cross-border tax planning and protective tax filings​

Image by Bernd Klutsch

DISPUTES WITH TAX AUTHORITIES

Resolution & Relief

  • Negotiations with international, federal and state tax authorities

  • Assistance during routine inquiries, examinations and audits

  • Resolution of property tax lien and bank levy

  • Abatement of penalties and/or interest

  • Collection freeze and setup of payment plans

Airplane

EXPAT & NOMADIC LIFESTYLES

International Tax Expertise

  • Preparation of U.S. and Canadian tax returns

  • Breaking/Establishing tax residency

  • Reporting of global financial assets 

  • Foreign earned income exclusion and tax credits 

  • Multistate tax compliance

Round Shades

INDIVIDUALS

Domestic Tax Expertise

  • Preparation of federal and state tax filings

  • ​Tax-free and tax-savvy investment strategies 

  • Self-employment expense interviews and compliance 

  • Education, home-ownership and retirement planning 

  • Extensions and quarterly estimates

Happy Senior Couple

CROSS-BORDER RETIREMENT

Minimizing Tax Liability

  • Dual country and multi-state retirement

  • International pensions and social security payouts

  • Double tax treaties, Reciprocity agreements

  • Utilization of tax of credits and income exclusions

  • Optimization of bequests and charitable giving