Services
Our Services
Comprehensive tax, financial, and business services, all under one expert roof. Serving individuals, businesses, and US expats worldwide.
Income Tax Preparation
Professional preparation of individual, partnership, corporate, trust, and estate tax returns. Forty years of expertise ensuring accuracy and maximum legitimate deductions.
What's Included
Form 1040 & all schedulesPartnerships (Form 1065)Corporations (Form 1120/1120-S)Trusts & Estates (Form 1041)US Expat ReturnsFBAR Reporting
Foreign Bank Account Report (FinCEN Form 114) filing and comprehensive international tax compliance for US persons with overseas financial accounts.
What's Included
FinCEN Form 114 filingFATCA Form 8938Foreign Tax Credit (Form 1116)FEIE (Form 2555)Offshore compliance strategyITIN Applications
Guidance and preparation of IRS Form W-7 for individuals who need a US Taxpayer Identification Number but are not eligible for a Social Security Number.
What's Included
New ITIN applicationsITIN renewalsDependent ITIN assistanceDocument certification guidanceIRS correspondenceContract CFO Services
Executive-level financial leadership on a fractional, contract basis. Strategic financial guidance that helps your company grow, raise capital, and improve profitability.
What's Included
Financial planning & analysisCash flow managementKPI dashboards & reportingBanking & capital structureExit planning & valuationFinancial & Operational Consulting
Strategic advisory services covering financial analysis, business planning, tax strategy, internal controls, and operational efficiency improvements.
What's Included
Financial analysis & modelingBusiness plan developmentTax planning & strategyInternal controls designProcess optimizationBookkeeping Services
Accurate, timely bookkeeping that keeps your financials organized year-round. Monthly reconciliations, financial statements, and tax-ready books.
What's Included
Monthly transaction codingBank reconciliationFinancial statement prepAccounts receivable/payableYear-end closePayroll Services
Complete payroll processing with federal and state tax filing, direct deposit, W-2/1099 preparation, and full compliance management.
What's Included
Unlimited payroll runsFederal & state tax filingW-2 & 1099 preparationDirect depositNew hire reportingAsset Recovery
We locate and recover unclaimed funds held by state and county agencies - including foreclosure surplus money that former homeowners never knew existed.
What's Included
State unclaimed property searchForeclosure surplus recoveryCounty agency-held fundsFree initial researchFull claims managementSales Tax Preparation & Reporting
Nationwide sales tax compliance for product-based businesses. We handle registration, filing, nexus analysis, and multi-state reporting so you stay compliant and penalty-free.
What's Included
All-state sales tax filingEconomic nexus analysisMarketplace seller complianceSales tax registrationAudit support