AREAS OF PRACTICE

COMPLIANT TAX FILING
Our firm provides end-to-end tax compliance services to ensure individuals, businesses, and organizations remain fully aligned and up to date with federal & state tax regulations/laws. We prepare and file all types of tax returns—including individual income tax, corporate and partnership returns, nonprofit filings. Our team carefully reviews all income, deductions, credits, and elections to ensure accuracy and prevent costly errors or penalties.

ESTIMATED TAX PROJECTIONS
Proactive planning reduces surprises. We create tailored estimated tax projections to help you anticipate liabilities and manage cash flow effectively throughout the year. By modeling different income, deduction, and investment scenarios, we help you understand how upcoming financial decisions will affect your tax position. Our strategies ensure you meet quarterly estimated tax obligations, avoid underpayment penalties, and maintain compliance—while identifying opportunities to minimize your overall tax burden.

COMPREHENSIVE TAX ADVISORY
Navigating today’s complex tax landscape requires more than just compliance—it demands strategic insight to make well-informed financial decisions. Our comprehensive tax advisory services are designed to provide individuals and businesses with tailored guidance that addresses both immediate needs and long-term objectives. We specialize in areas such as real estate investments, where we assist with structuring purchases, managing depreciation, and planning for 1031 exchanges; business purchases and sales; start-ups or growing businesses, where we provide entity structuring, equity compensation planning, and scalable tax strategies to support expansion. We also advise on employer issues stock plans: RSUs, ISO,s ESPPs, NSOs, Company Buy Backs and the potential Alternative Minimum Tax (AMT) implications. By combining deep tax expertise with proactive, forward-looking strategies, we help clients minimize tax liability, reduce compliance risks, and align their overall tax approach with long-term personal and business goals.

COMPREHENSIVE TAX PLANNING
Effective tax planning goes far beyond reducing your annual tax bill—it is about structuring your tax position in a way that supports long-term stability, growth, and compliance. Our approach is both proactive and comprehensive, analyzing your entire tax landscape to identify opportunities that may otherwise be overlooked. We work with individuals and business owners to integrate tax strategies into key areas to minimize both current and future liabilities. Unlike reactive year-end filing, we provide continuous, year-round guidance that allows clients to anticipate outcomes, avoid pitfalls, and make informed moves well in advance. By embedding tax considerations into every stage of planning, we help ensure compliance while also strengthening the foundation for wealth preservation, asset growth, and long-term security.

COMPREHENSIVE TAX READY BOOKKEEPING
Accurate bookkeeping is essential for any business, but there is an important distinction between normal bookkeeping and tax-ready bookkeeping. Normal bookkeeping primarily focuses on recording day-to-day financial transactions—such as sales, expenses, payroll, and bank reconciliations—to provide an operational picture of the business. While this is valuable for tracking performance, it often leaves gaps when it comes to preparing accurate tax returns and increases the risk of audits. In contrast, tax-ready bookkeeping not only ensures that your books are accurate and organized but also structured in a way that fully supports tax compliance, planning, and audit readiness. This proactive approach eliminates the year-end scramble, reduces the need for costly CPA adjustments, and ensures that your financials are ready for filing at any time. By maintaining audit-ready documentation and aligning your books with tax strategies throughout the year, we help safeguard your business against compliance issues while maximizing tax savings. With tax-ready bookkeeping, you gain not only accurate financial records but also a system that directly supports your broader tax and financial goals, giving you confidence and peace of mind during tax season and beyond.

BUSINESS FORMATION
Choosing the right business structure is one of the most critical decisions for any new venture because it establishes the foundation for taxes, liability, and long-term scalability. The entity type you select—whether LLC, S-Corp, C-Corp, or partnership—directly impacts how profits are taxed, how losses can be utilized, what deductions are available, and how future growth or exit strategies are structured. We guide entrepreneurs through this decision with a clear explanation of both the tax and legal implications, ensuring you don’t just pick an entity that works for today, but one that supports your vision for the future. Beyond entity selection, we assist with EIN registration, state compliance requirements, and implementation of accounting & payroll systems designed to keep you organized and audit-ready. By starting with the right foundation, you reduce risk, maximize tax efficiency, and position your business for sustained growth and long-term success.

IRS AUDITS & STATE AUDITS
An IRS or state audit can be intimidating, but with experienced representation, you don’t have to face it alone. We provide support from start to finish:

  • Full IRS & State Audit Representation

  • Strategic Positioning for Strong Audit Outcomes

  • Proven High Win Rate in Audit Resolution

  • 2-Tier Protection - Internal Audit Expertise & Affiliate Tax Law Attorneys

  • Start-to-Finish Audit Process & Handling Expertise

  • Over 100 Years of Combined Tax Audit Experience

Our goal is to resolve audits efficiently and in your best interest, allowing you to move forward with confidence.

EXPATS - INTERNATIONAL TAX
Comprehensive range of services, including tax compliance for filing returns in both home and host countries, strategic tax planning to minimize liabilities and manage dual tax residency, and expert advice on cross-border tax issues like foreign income, tax treaties, and the Foreign Earned Income Exclusion. Assist expats with managing business taxes, retirement savings, and healthcare benefits across different jurisdictions, ensuring compliance and tax optimization in complex international environments.

Affiliate CPAs & Firms: Hong Kong, Tokyo, Seoul, Taipei

1040 TAX RETURN COACHING
The worksheets and formulas on a tax return can be difficult to follow by a civilian taxpayer. It takes years for even a professional to grasp a good part of the foundational pieces to a tax return. With our help, you can accelerate your understanding of the tax codes that applies specifically to you and make better choices throughout the tax year to effectively lower your tax liability. We put you in the driver’s seat as you design your own tax scenario the way you want it to look on your tax returns