TAX PREPARATION (personal)
Federal and State income tax filing for individuals is our primary function. For most U.S. individuals and businesses, this includes filing annual tax returns, including Form 1040 (U.S. Individuals) and Form 1040-NR (Non-Residents).
TAX PREPARATION (BUSINESS)
Most businesses are required to file annual tax returns every year, regardless of income or loss. This includes filing annual tax returns including Form 1065 (Partnerships), Form 1120 (C-Corporations), 1120-S (S-Corporations), and Form 1120-F (Foreign Corporations).
INTERNATIONAL TAX FORMS
Our specialty relates to International Tax forms such as Form 2555 (Foreign Earned Income), Form 1116 (Foreign Tax Credit), Form 5471 (Information Return of Certain Foreign Corporations), and Form 5472 (Information Return Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business).
Supplemental Consulting Services
BOOKKEEPING (OUTSOURCED)
Basic record-keeping for financial transactions, and keeping the books in order.
Income and Expense Categorization
Reconciliation
Monthly Reports
Profile & Loss
Balance Sheet
Financial Statement Review and Verification
Estimated Tax REPORTS
Projected Tax Calculations for the current year, and quarterly schedule for payments.
Review and determination of tax-related transactions to project taxable income
Estimated Tax Report deliverable
Comparing current year tax projections with overall strategy
INTERNATIONAL TAX CONSULTATION
With a 1-on-1 consultation we can discuss filing compliance, making sure you have the right offshore structure as well as planning and strategy.
Initial Video Call
Specialized written guidance to cater to a client’s specific business and personal situation, as needed.
Review of the most optimal Tax Structure and written explanation deliverable.