What We Do

Income Tax Compliance & Consulting

Our team has the experience and expertise to handle any and all of your business or personal income tax questions and filing needs. 

Transaction Advisory

Business startup, expansion, acquisition, tax due diligence, spin-off, consolidation and merger advisory. 

Expatriate Taxation

Let us be your trusted adviser.  We understand how daunting the U.S. tax system can seem, and we are happy to help you navigate the tax implications of your move to/from the U.S.

Tax Return Compliance

There's no tax return we can't handle. Our experienced tax service team has filed returns in every state, for individuals, partnerships, C and S-corps, and trusts. We can also perform quarterly calculations and estimates in order to avoid under-estimate penalties. 


Worked abroad during the year and not know what to do? We can help with that that too! 


Business Startup Advisory

It's never too early to start thinking about taxes! We can help you choose the appropriate legal entities and design a tax-efficient structure for your business. We will also alert you to the various pitfalls of starting a new business. 

Tax Bills Piling up? Under Audit?

Don't Panic, We can help!  Whether it's helping interpret a cryptic tax letter, respond to a notice, or representation for an audit, we've been there.  Our team can assist with implementing a strategy in order to clear up any ongoing tax controversies. 

Accounting Help and Advisory

We are CPAs, however we have a referral network of bookkeepers who are more than capable to assist. 


We are able to perform a review of your books and records and assist with any difficult journal entries in order to get them cleaned up for tax return preparation. 

Financial and Business Advisory & Outsourcing

  • Developing an internal control framework & Key Performance Indicators
  • Budgeting and Forecasting analysis
  • Acquisition Planning & Due Diligence
  • Quarterly Tax and Legislative Updates

Who Are Our Clients?

You!

You will find that we have extensive experience in many different industries, and are comfortable learning new issues as needed. While we do not shy away from any particular industry, we do find that most of our clientele fall under the below industries/categories. Not sure if we can help you? Click the button below to send us an email!

Find out more

Ok, But Really... Who Are Your Clients?

Individuals

Whether a simple personal tax return, a complex personal return containing Single Member LLC business income, or an expatriate, we have you covered on individual tax return preparation!

Businesses

Partnerships, S-Corps, and C-Corps, oh my! Whatever your entity type, if you are a for-profit business, we can likely help you with your taxes. Interested in special industries in which we operate? Click the "Specialized Industries" drop down from the Top Menu above.