For individuals & businesses
Personal & business tax
We prepare and file returns for individuals, families and businesses of every size. Whether it's your first return or a complex multi-state filing, we get it right and claim every deduction you're entitled to.
- Federal & state individual returns
- Business returns (LLC, S-Corp, C-Corp)
- Multi-state filing
- IRS audit representation & defense
- Back taxes & payment plans
- Planning for major life events
- Estimated quarterly payments
- Self-employed & freelancer returns
For new & growing businesses
Business formation & bookkeeping
We help owners set the business up correctly on day one and keep the books clean all year. From registering the entity to running payroll and sales tax — we handle the numbers so you can run the business.
- LLC, S-Corp & C-Corp formation
- EIN registration
- Monthly & annual bookkeeping
- Payroll processing & reporting
- Sales tax registration & filing
- Accounts payable & receivable
- Bank reconciliation
- Year-end financial close
For owners planning ahead
Financial planning & advisory
Good accounting isn't only about looking backward. We work with owners to read their financial health honestly, set goals they can actually hit, and build toward steady growth.
- Cash flow forecasting & budgeting
- Profitability analysis
- Break-even analysis for new ventures
- Financial projections for bank loans
- Business valuation
- Succession & exit planning
- Internal controls review
- SBA loan documentation support
For landlords & investors
Real estate tax & accounting
Real estate has its own tax rules, and missing them gets expensive. We work with landlords, property investors, buyers and sellers to capture every deduction and stay fully compliant.
- Rental income reporting
- Purchase & sale tax planning
- Depreciation schedules
- Capital gains tax planning
- Short-term rental (Airbnb) reporting
- Real estate investor bookkeeping
- FIRPTA filing for foreign investors
For immigrants & visa applicants
Immigration & visa financial support
Immigration filings demand precise financial documentation. We prepare the records required for visa renewals, green card applications and sponsorships — accurate, complete, and on time.
- Proof of income letters
- Sponsor income documents (Form I-864)
- Financial affidavits
- ITIN applications (no SSN required)
- Tax returns for visa applicants
- First US tax filing for new arrivals
- Dual-status & part-year returns
- International student returns (F-1, J-1)
For clients with money abroad
Cross-border & international tax
If your finances cross a border, US tax law gets complicated fast. We guide individuals and families through foreign income reporting, overseas account disclosure and gift tax — so you stay compliant and protected.
- Foreign income reporting
- FBAR filing (foreign bank accounts)
- FATCA compliance
- Gift tax reporting (money from abroad)
- Foreign asset disclosure
- Offshore account compliance
