Tax & Compliance Guides
Educational resources on tax compliance topics. These guides provide general information only and do not constitute tax advice. For engagement-specific guidance, complete an intake form.
Featured
IRS Tax Controversy & Resolution Guide
Expert guidance on resolving federal tax disputes, including collection procedures, resolution strategies, penalty abatement, and taxpayer rights.
One Big Beautiful Bill Act (OBBBA) Guide
Navigate significant tax reforms of the OBBBA Act, including new deductions, SALT changes, permanent QBI provisions, and estate tax exemptions.
California Business Taxation Guide
Navigate California's complex tax landscape with guidance on entity selection, franchise tax, LLC fees, local taxes, and strategic planning opportunities.
Content Creator & Influencer Tax Guide
Complete tax guide for YouTubers, TikTokers, Twitch streamers, podcasters, and influencers — covering self-employment tax, deductions, quarterly payments, and LLC/S-Corp formation.
Entertainment Industry Tax Guide
Tax guide for actors, writers, musicians, and producers in Los Angeles. Loan-out companies, residuals, union income, agent deductions, LA Creative Artist exemption, and multi-state taxation.
FBAR & FATCA Filing Guide
Everything U.S. persons need to know about FBAR (FinCEN 114) and FATCA (Form 8938) — who must file, deadlines, penalties, and how to catch up on missed filings.
CPA vs Enrolled Agent: Which Does Your Business Need?
Side-by-side comparison of CPAs and Enrolled Agents covering credentials, IRS representation rights, costs, specializations, and when to choose each.
The Ultimate Guide to Small Business Taxes
Complete guide to small business taxes: entity types, deductions, estimated payments, state taxes, bookkeeping, deadlines, and when to hire a tax professional.
Individual Tax
Guides for individual taxpayers, investors, and high-net-worth individuals
IRS Tax Controversy & Resolution Guide
Expert guidance on resolving federal tax disputes, including collection procedures, resolution strategies, penalty abatement, and taxpayer rights.
Updated January 2026
One Big Beautiful Bill Act (OBBBA) Guide
Navigate significant tax reforms of the OBBBA Act, including new deductions, SALT changes, permanent QBI provisions, and estate tax exemptions.
Updated 2026
Cryptocurrency Tax Guide
Understand U.S. tax obligations for cryptocurrency transactions, including capital gains, ordinary income classification, and reporting requirements.
Updated January 2026
Staking Rewards Tax Guide
How staking rewards are taxed under current IRS guidance, including timing of income recognition and documentation requirements.
Updated January 2026
Business & LLC
Entity formation, business taxation, and local compliance guidance
California Business Taxation Guide
Navigate California's complex tax landscape with guidance on entity selection, franchise tax, LLC fees, local taxes, and strategic planning opportunities.
Updated 2026
Los Angeles & Culver City Business Tax Guide
Gross receipts tax rates, small business exemptions, the 2026 Culver City sales tax increase, and apportionment rules for businesses in Southern California.
Updated 2026
Los Angeles MEHKO Program Guide
Permit requirements, operational limits, prohibited food items, and tax obligations for Microenterprise Home Kitchen Operations in Los Angeles County.
Updated 2026
The Ultimate Guide to Small Business Taxes
Complete guide to small business taxes: entity types, deductions, estimated payments, state taxes, bookkeeping, deadlines, and when to hire a tax professional.
Updated March 2026
International & Cross-Border
FBAR, FATCA, treaty positions, and cross-border tax compliance
FDAP Income Guide
Comprehensive guide to FDAP income covering the 30% withholding tax, treaty benefits, key exemptions, and reporting forms for nonresident aliens.
Updated February 2026
US Banking Guide for Non-Residents
How non-resident aliens and foreign nationals can open US bank accounts, satisfy identification requirements, and manage US banking relationships from abroad.
Updated January 2026
FBAR & FATCA Filing Guide
Everything U.S. persons need to know about FBAR (FinCEN 114) and FATCA (Form 8938) — who must file, deadlines, penalties, and how to catch up on missed filings.
Updated March 2026
E-2 Investor Visa Tax Compliance Guide
Tax obligations for E-2 visa holders — residency classification, business income, self-employment tax, treaty benefits, ITIN & EIN, and annual compliance checklist.
Updated March 2026
Disclaimer: These guides are updated periodically to reflect current regulatory guidance and are provided for educational purposes only. They do not constitute tax advice or create an advisor-client relationship. For questions specific to your situation, use our intake process to determine if engagement is appropriate.