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Services we offer
Pursuing Service Excellence-
Equity compensation (RSUs, ESPPs, ISOs, etc.): reporting, planning, and analysis
Complex K-1s and PFIC reporting
F-1 and J-1 visas, ITIN applications, and nonresident tax filings
Foreign Earned Income Exclusion (FEIE), Foreign Tax Credit, FBAR, and FATCA filings
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LLC, partnership, S corporation, and C corporation taxation
Foreign business owners and foreign-owned corporations reporting
Nonprofit formation and tax filings
Sales tax, business property tax, and quarterly estimated tax filings
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Domestic and foreign gift reporting
US Estate income, Generation-skipping transfer (GST) tax planning & filings
Trust creation, income planning, and reporting
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Financial statement preparation and consolidation (US GAAP, IFRS, CN GAAP)
Payroll management, including W-2 and 1099 filings, and quarterly payroll tax filings
Business formation, entity elections, annual reports, and registered agent services
Consulting, CPA letters and notary services
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Audit, review, and compilation of financial statements
IRS audit representation, including CP2000 notices and penalty abatement requests
State income and residency audit representation and support
Services we offer
Comprehensive Tax Solutions
Individual Taxation
Equity compensation (RSUs, ESPPs, ISOs, etc.): reporting, planning, and analysis
Complex K-1s and PFIC reporting
F-1 and J-1 visas, ITIN applications, and nonresident tax filings
Foreign Earned Income Exclusion (FEIE), Foreign Tax Credit, FBAR, and FATCA filings
Business Taxation
LLC, partnership, S corporation, and C corporation taxation
Foreign business owners and foreign-owned corporations reporting
Nonprofit formation and tax filings
Sales tax, business property tax, and quarterly estimated tax filings
Gift & Estate & Trust Taxation
Domestic and foreign gift reporting
US Estate income, Generation-skipping transfer (GST) tax planning & filings
Trust creation, income planning, and reporting
Bookkeeping & Payroll & Other Services
Financial statement preparation and consolidation (US GAAP, IFRS, CN GAAP)
Payroll management, including W-2 and 1099 filings, and quarterly payroll tax filings
Business formation, entity elections, annual reports, and registered agent services
Consulting, CPA letters and notary services
Audit
Audit, review, and compilation of financial statements
IRS audit representation, including CP2000 notices and penalty abatement requests
State income and residency audit representation and support
Service Advantages
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100% CPA-Led, U.S.-Based
All services performed in-house by licensed U.S. CPAs, never outsourced.
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Global & Cross-Border Expertise
Serving clients worldwide with specialized international tax knowledge.
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Complex Case Expertise
Extensive experience managing intricate, multi-jurisdictional tax and accounting matters.
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One stop tax solution
Provide comprehensive tax strategies covering all scenarios.
About us
We are a Certified Public Accounting firm licensed in New York and California, providing comprehensive U.S. individual and business tax services to clients worldwide. We specialize in U.S. and international tax compliance and planning for individuals, entrepreneurs, and businesses with cross-border tax obligations.
Our areas of expertise include multi-state income allocation, equity compensation taxation, foreign earned income exclusion, Section 1031 like-kind exchanges, and gift and trust tax returns. We have extensive experience advising nonresident and resident aliens, including F-1 and J-1 visa holders, expatriates, and cross-border taxpayers.
We are highly experienced in U.S. tax reporting and compliance requirements for foreign income and foreign financial assets, including FBAR and FATCA filings. Licensed in New York and California, we serve clients globally with a focus on accuracy, proactive tax planning, and clear, practical guidance.
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