Services

Our Services

Business Services

  • S-Corp, C-Corp, LLC and partnership tax returns
  • Year-round tax planning — find savings before December 31st
  • Payroll compliance and bookkeeping support
  • Audits, reviews, and financial statement preparation



Real Estate Tax Planning & Strategy

  • 1031 exchanges and cost segregation studies
  • Depreciation planning and passive loss strategies
  • Multi-state real estate tax compliance
  • Short-term rental and Airbnb tax treatment

Expat & International Tax Compliance

  • US expat tax returns — Forms 2555, 1116, and 5471
  • FBAR and FATCA compliance — foreign account reporting 
  • Tax treaty analysis and foreign income exclusions
  • First-year US residency filing and multi-jurisdiction planning

ASC-740 & Tax Provision Consulting

  • Income tax provision preparation and review
  • Effective Tax Rate (ETR) forecasting and modeling
  • Longview and Vertex software implementation
  • GAAP/IFRS compliance for public and private companies

IRS & State Audit Defense

  • IRS audit representation — we handle all communications
  • Responding to IRS notices and letters
  • Penalty abatement and offers in compromise
  • State and local audit defense across multiple jurisdictions

Sales Tax Determinations & Compliance

  • Nexus analysis and multi-state sales tax compliance
  • Sales tax calculations, filings, and reporting
  • International VAT compliance — UK, EU, and beyond
  • Sales tax audit defense and voluntary disclosure

Tax Automation & Technology Consulting

  • Automating workpapers and provision processes
  • Streamlining ASC-740 and reporting requirements
  • Longview and Vertex implementation and optimization
  • Reducing manual errors and saving hours each close cycle

Audit Services

  • Financial statement audits for US subsidiaries of Indian companies
  • Non-profit organization audits and compliance
  • Reviews and compilations for small and mid-size businesses
  • Agreed-upon procedures and special purpose audits