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Individual Tax Return Preparation

Preparing complete and accurate returns is our top priority.


Offshore Accounts Reporting

Certain taxpayers residing in the U.S. and abroad are required to report their bank and investment accounts overseas. Failing to report could result in severe penalties and even criminal enforcement. Offshore accounts is an enforcement priority for the IRS. If you are out of compliance, we can bring you safely into compliance with the IRS offshore voluntary disclosure programs. 

Quarterly Tax and Estimated Payment Planning

We will help establish expectations and mitigate uncertainty throughout the year.

Year-end Tax Planning

We will review your situations and identify any opportunities for reducing, deferring, or accelerating tax obligations.

Stock Option Exercise Planning

We maximize the value generated from the equity compensation and in certain cases advise on your compensation package and decision making.

Fiduciary Tax Return Preparation

We are trusted advisors of the trustees of trusts and administrators of estates.

Estate and Gift Tax Return Preparation

We help interpret and implement estate planning strategies set force by estate tax attorney to achieve tax optimization.

Tax Audit Defense, Assistance, and Representation

We provide worry-free audit support and significantly increase your chances of getting a better outcome.

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