Tax

Tax Planning & Structuring
We help individuals and businesses design efficient tax strategies to minimize liabilities and ensure compliance.
- Business Tax Structuring
  Advising on entity formation and operational structures to achieve optimal tax outcomes.
- International Tax Planning
  Guidance on cross-border income, residency considerations, and treaty benefits.
- Estate and Gift Tax Strategies
  Structuring transfers of wealth to minimize estate and gift tax exposure.

Tax Preparation & Compliance
We prepare accurate and timely tax filings while ensuring compliance with IRS and state regulations.

Individual Income Tax Returns
Comprehensive preparation of personal federal and state tax returns.
Business and Corporate Tax Returns
Filing obligations for partnerships, LLCs, corporations, and sole proprietorships.
IRS and State Filing Compliance
Ongoing support for meeting statutory deadlines and regulatory requirements.

Tax Controversy & Dispute Resolution
We represent clients in resolving disputes with the IRS and state tax authorities, from audit to appeals.

IRS Audits and Appeals
Strategic representation during IRS examinations and administrative appeals.
Tax Penalty Abatement
Requesting relief from penalties due to reasonable cause or IRS error.
Notice Response and Mitigation
Responding to IRS and state notices effectively to avoid escalated enforcement.
Installment Agreements & Offers in Compromise
Negotiating payment plans or reduced settlements to resolve outstanding tax debt.

Entity & Transactional Tax Advisory
We provide transactional tax guidance for complex business events and corporate planning.

Mergers and Acquisitions Tax Planning
Structuring deals to reduce tax burdens and enhance financial outcomes.
Real Estate and Investment Tax Implications
Evaluating tax consequences of real estate, securities, and capital transactions.
Employment and Payroll Tax Issues
Ensuring compliance with federal and state employer tax obligations.

Expatriate & International Tax
We assist U.S. citizens abroad and foreign nationals in navigating international tax rules.

S. Tax Compliance for Foreign Nationals
Advising non-residents and resident aliens on U.S. tax obligations.
FBAR and FATCA Compliance
Ensuring proper disclosure of foreign accounts and assets to avoid penalties.
Foreign Income and Asset Reporting
Accurate reporting of foreign-sourced income, trusts, and investments.