Tax Services for Businesses & Individuals

 

 

 

High-quality services delivered by CPA with international tax expertise

 Tax Compliance

 

  • Ensure accurate tax filings every time

  • Stay up to date with ever-changing tax laws

  • Save time by letting experts handle complex tax work

 Tax Advisory

 

  • Capture tax-saving opportunities 

  • Tailored strategies for your unique financial goals

  • Strategic advice from experienced professionals

 Services

Compliance Mistakes Are Costly to Fix

 

 

 

Failure to file an international information return can result in penalties of $10,000 or more. Working with us ensures your business remains compliant and avoids costly mistakes.

Document intake & Prep

 

We use a modern portal system to securely request documents and send reminders for any missing information. Tax preparation begins once all required documents have been uploaded.

 Multi-Step Review

 

Once your tax return is prepared, our CPA conducts a thorough multi-step review to ensure accuracy and compliance. If any clarifications are needed, we will reach out to you before finalizing the return.

 Video Walkthrough

 

Every tax return includes an optional video walkthrough by a CPA. The video walkthrough proactively addresses common questions and explains the position taken on your return. Once you review and approve the return, we proceed with e-filing.

Tax Compliance Process

Taxes Does Not Have to Be Your Biggest Expense

 

 

Taxes often represent 30% or more of your annual income, yet many individuals and businesses never receive proactive tax planning from their CPAs. We create customized tax strategies tailored to your unique financial situation, helping you minimize liabilities and maximize savings.

Phase I: Fact Findings

 

We begin by gathering essential information and scheduling a kick-off call to review your current financial situation and future goals. From there, you will work closely with your advisor to identify opportunities and develop a strategic tax plan to minimize your tax burden.

Phase II: Planning

 

Your advisor will provide a comprehensive written tax plan outlining a tax strategy, and the specific action steps to maximize its benefits.

Phase III: Implementation

 

In this phase, your advisor will support you in executing and implementing the tax strategy. Our tax advisory services ensure you have a clear plan to minimize tax liabilities and take full advantage of available tax-saving opportunities.

Tax Advisory Process

We serve as trusted partners in your growth

 

 

Benefit from top-tier service, technology-driven workflows, and expert insights from experts who measure success in results achieved. We strive to be your strategic ally in reaching your financial goals