Compliance & Strategy

Tax Services

We go beyond data entry. Our tax services are designed to minimize liability and maximize compliance for complex financial lives.

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Comprehensive Tax Solutions

Personal & Expat Tax

  • Individual Returns (1040): Full preparation of federal and state returns.
  • Expat Tax (1040 + 2555/1116): US citizens living abroad. FEIE and FTC optimization.
  • Non-Resident Returns (1040-NR): For foreign nationals with US source income.
  • RSU & Options: Advanced calculation for tech employees and executives.

Business Tax

  • S-Corp (1120-S): Pass-through entity filings with K-1 generation.
  • Partnerships (1065): Complex partnership agreements and multi-member filings.
  • C-Corp (1120): Double-taxation planning and corporate compliance.
  • Non-Profits (990): Maintaining tax-exempt status for organizations.

Our Tax Process

01

Upload

Upload your tax documents to our secure, bank-encrypted portal.

02

Preparation & Review

Your return is prepared by a CPA and reviewed for every possible deduction.

03

Filing & Strategy

We e-file your return and provide a strategy memo for next year.