Income Tax Services
Tax Preparation
Our team assists individuals and businesses with accurate tax preparation. We ensure compliance with current regulations, aiming to maximize deductions and reduce liabilities efficiently.
Tax Planning
Planning to buy a house? Get married? Start a trust? Planning for retirement savings or entering retirement? Acquiring a company? Look ahead! It is important to identify events in your life that might impact your taxes in the future. We use strategic in-house tools to help you and your business efficiently estimate taxes and plan your financial events well in advance.
Modern Tax Consulting
Let us help you by educating you on challenging tax concepts and various specific tax credits and deductions you may be eligible for:
- Alternative minimum tax planning
- Multi-state taxation
- Assistance with taxes on visa status in the US (F-1, H-1B, J-1 etc)
- Net operating loss (NOL) and Capital loss planning (Crypto currency, stocks, mutual funds, real estate)
- Charitable 'Donor' advised fund planning
- Earned Income and Retirement Savings tax credit
- Foreign taxes and much more.
Accounting and Business Advisory
Outsourced CFO
Providing outsourced CFO services including financial analysis and reporting, strategic business planning, cash flow analysis, P&L and BS review and risk management services.
Small Business Accounting
Personal Finance Advisory