Our Services

• High net worth individuals and their families
• Pass-through entities (sole-proprietorships, LLCs, S corporations, and partnerships), corporations, and their owners, in industries such as Asset Management, Real Estate, Technology, Healthcare, Restaurant, Retail, etc.
• Cross-border and international tax compliance for taxpayers who have inbound and outbound transactions. Some examples are:
  • Foreign taxpayer doing business or investing in the United States
  • Foreign taxpayer under various visa types (e.g., student, tourism, etc.) living or working in the United States
  • U.S. citizens and green card holders doing business or investing in foreign countries
  • Delinquent and Streamlined IRS programs for taxpayers become current with their filings while paying little to no penalties
• Trust, gift, and estate tax compliance
• Assist with notice and audit inquiries from the IRS and state tax authorities

We offer a wide range of consulting services including:

• International tax planning strategies
• Entity formation
• Income tax research and planning strategies
• Gift/estate planning

Simply reach out with any questions or concerns and your path will become much clearer. If we do not have the answer you need, we have the professional connections with other accountants, investment advisors, attorneys, insurance agents, bookkeepers, valuation experts, and real estate agents, whom we trust and can find the answer or refer you to.