Our Services
Comprehensive tax and accounting solutions designed for individuals and businesses who demand professional service. Every engagement is structured with a clear scope and transparent pricing.
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How Our Engagements Are Structured
- Tax preparation is priced separately from bookkeeping, record cleanup, and advisory services
- Tax planning and strategic advisory are separate paid engagements with independent scope
- All client communication occurs through the secure Client Portal
- Work begins after initial review and engagement acceptance
Explore Our Service Areas
Select a service area to learn more about what is included, pricing, and how to get started.
Individual Tax Services
Accurate, well-documented tax returns for W-2 employees, freelancers, investors, and expats. Integrated FBAR and FATCA compliance for individuals with foreign accounts.
- ✓W-2 and 1099 returns
- ✓Foreign account reporting (FBAR/FATCA)
- ✓Multi-state filing
- ✓Prior year and amended returns
Business Tax & Compliance
Structured tax preparation and compliance services for sole proprietors, LLCs, partnerships, S-Corps, and C-Corps. Entity selection guidance and quarterly filing support.
- ✓All entity types (LLC, S-Corp, C-Corp)
- ✓Entity structuring consultation
- ✓Sales tax and payroll filings
- ✓K-1 preparation
Registered Agent Service
Professional Registered Agent representation in all 50 states. Protect your privacy and ensure you never miss a legal notice or state filing deadline.
- ✓Available in all 50 states
- ✓Digital document scanning
- ✓Privacy protection
- ✓Compliance notifications
Annual Compliance & Renewals
We manage your ongoing state and federal compliance, including Annual Reports, BOI filings, and state renewals to keep your business in good standing.
- ✓Annual Report filing
- ✓BOI Report (FinCEN)
- ✓State renewals
- ✓Good Standing certificates
Cross-Border & International Tax
Specialized compliance for foreign accounts, corporations, partnerships, and trusts. Treaty positions, Streamlined Filing, and FIRPTA for real estate investors.
- ✓FBAR, FATCA, Form 5471, Form 8865
- ✓Treaty position reporting
- ✓Streamlined Filing Compliance
- ✓FIRPTA withholding certificates
E-2 Visa Financial Compliance
Financial documentation, ongoing compliance, and attorney coordination for E-2 treaty investor visa holders. From initial petition through every renewal.
- ✓Business plan financials for USCIS
- ✓Immigration attorney coordination
- ✓Visa renewal financial packages
- ✓E-2 Investor retainer package
Bookkeeping & Monthly Accounting
Monthly bookkeeping tiered by transaction volume. Bank reconciliation, financial statements, cleanup services, and payroll processing through Gusto.
- ✓Tiered by transaction volume
- ✓Cleanup / catch-up bookkeeping
- ✓Payroll processing
- ✓Retainer package options
E-Commerce & Amazon Seller Services
Sales tax nexus analysis, registration, and filing. Multi-channel bookkeeping for Amazon, Shopify, and other platforms. Cross-border e-commerce compliance.
- ✓Sales tax nexus analysis
- ✓Amazon seller bookkeeping
- ✓Multi-channel reconciliation
- ✓E-Commerce Shield package
Tax Review
A professional second opinion on your previously filed tax returns. We identify errors, missed deductions, and compliance issues, then provide a clear report of findings.
- ✓Quick Check for recent returns
- ✓Comprehensive multi-schedule review
- ✓Back-year and business return reviews
- ✓International compliance assessment
Tax Planning
Proactive, quarterly tax planning for individuals and business owners. We work with you year-round to implement strategies that reduce your tax bill and build long-term savings.
- ✓Quarterly strategy sessions
- ✓Income projections and estimated payments
- ✓Entity optimization and retirement planning
- ✓Annual ROI summary report
Educational Resources
Review our tax compliance guides for general information on cryptocurrency taxation, staking rewards, and digital asset reporting requirements.
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