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Individual & Family Tax

U.S. and non-US persons

We assist our clients develop effective tax minimizing strategies by taking advantage of exemptions and special rulings in the IRS Code. Unlike other CPA firms that may speak to their clients just once a year, our Trusted Tax Advisors work with you through the year to significantly reduce your tax exposure and identify opportunities for tax deferred pension savings, low tax investments, and tax credits. We craft unique tax solutions for U.S. Residents and U.S. expats. We also offer robust tax solutions to non-U.S. Residents contemplating investments or/and residency in the U.S.

For our tax audit clients, our experienced team will lead an audit and negotiate the most advantageous tax resolution in the shortest time possible.

We let you breathe easier about taxes and let you focus on business and people you love.

Get Tax Help

Tax Planning & Compliance for US Residents, Non-Residents and Expats

  • Tax planning and consultations
  • Tax return preparation for current and delinquent years
  • Amended tax return preparation
  • Dual Status Return Preparation
  • Foreign and Domestic Trust Tax Reporting
  • US Citizenship and Green Renouncement Planning and Support
  • Foreign Tax Credits
  • Tax Treaty Application
  • Gifts and Trust Planning
  • Controlled Foreign Corporation (CFC) Planning and Analysis
  • Foreign Derived Intangible Income (FDII) Compliance and Planning
  • Section 965 Transition Tax Compliance
  • Global Intangible Low-Taxed Income (GILTI) Compliance and Planning
  • Bitcoin Tax Matters

Informational Reporting for US Residents, Non-Residents and Expats

  • Preparation of Foreign Bank Account report (FBARs)
  • Preparation of Foreign Financial Assets & Accounts Report (FATCA)
  • Trusts and gifts reporting (3520)

Non-Residents Services and Immigration Support Services

  • Pre-Immigration Tax Planning
  • ITINĀ  procurement
  • Tax planning for non-resident spouse
  • L- 2, E-2 Visa Support - Business Plans

Unreported Income Solutions

  • Amnesty Program
  • Offshore Voluntary Disclosure Program (OVDP)
  • IRS Streamlined ProgramĀ 
  • Delinquent Tax and Informational Filings

Tax Controversies Resolution

  • IRS Audit Defense
  • Residency Audit Defense
  • Levy Release
  • Tax Lien Removal
  • Offer of Compromise
  • Penalty Abatement
  • Installment Tax Payment Plan