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.
Practice Areas:
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
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.