01
Tax Preparation
Precision-accurate filing for every return type. We review every line for savings.
- →Individual Returns (1040)
- →S-Corp Returns (1120-S)
- →Partnership Returns (1065)
- →Multi-State & Part-Year Resident
- →RSUs, Stock Options & Equity Comp
- →Amended Returns (1040-X)
02
Tax Planning & Strategy
We tell you what to do now to reduce what you'll owe — not just what you already owed.
- →Year-Round Tax Roadmap
- →Quarterly Estimated Tax Planning
- →Entity Structure Optimization
- →Retirement Contribution Strategy
- →Deduction Timing & Bunching
- →S-Corp Election Analysis
03
IRS & Audit Support
Audit-ready documentation and representation so you're never caught off guard.
- →Audit-Ready Return Preparation
- →IRS Correspondence Handling
- →Notice Response Support
- →Documentation Best Practices
- →Penalty Abatement Requests
04
Business Tax Advisory
For small business owners who want tax to be a strategic advantage.
- →Section 179 & Bonus Depreciation
- →Owner's Compensation Strategy
- →Home Office & Vehicle Deductions
- →Estimated Quarterly Filings
- →Cash vs. Accrual Method Review
05
International Tax
Specialized compliance for U.S. residents with foreign income or complex residency.
- →Dual-Status Year Returns
- →PFIC Reporting (Form 8621)
- →Foreign Income Exclusion (FEIE)
- →FBAR & FATCA Guidance
- →First-Year Residency Elections
06
Equity Compensation
RSUs, NSOs, ISOs, ESPP — we ensure your cost basis is correct and your tax bill minimized.
- →RSU Vesting & Withholding Review
- →Form 8949 Cost Basis Adjustments
- →ISO AMT Planning
- →ESPP Sale Tax Treatment
- →Brokerage Supplement Reconciliation
07
Fractional CFO Advisory
Senior finance help without a full-time hire, so your numbers actually guide decisions.
- →Strategic planning & growth modeling
- →Real-time financial dashboards
- →Margin improvement & profitability analysis
- →13-week cash flow forecasting
- →Interim CFO support during transitions