Our Services

International Tax Services

International tax rules can be complicated for individuals, families, trusts, estates, and businesses with connections outside the United States. We help clients stay compliant with U.S. reporting requirements, resolve past filing issues, and understand the tax impact of living, working, investing, or doing business across multiple countries.

• U.S. tax returns for Americans abroad

• U.S tax services for foreign trusts and estates

• Foreign bank and asset reporting

• International information return preparation and filing

• Late or missing tax filings

• IRS disclosure and amnesty programs

• Tax planning for international moves and remote work

• Cross-border tax questions for individuals, families, and business owners

IRS & State Tax Resolution

If you are dealing with the IRS or a state tax agency, we can help you understand your options and work toward a solution. We represent taxpayers in audits, collection matters, and tax disputes, including cases before the U.S. Tax Court.

• IRS payment plans and collection issues

• Tax liens and levies

• Audits and tax notices

• Penalty relief requests

• Filing past-due tax returns

• Offers in Compromise

• U.S. Tax Court representation

• Kovel arrangements supporting attorneys and legal teams

Tax Services for Individuals & Small Businesses

We provide tax preparation, planning, and advice for individuals, trusts, estates, and growing businesses. Our practice focuses on helping small business owners, real estate investors, and taxpayers with income or filing requirements in multiple states.

We believe tax planning works best through ongoing relationships, not one-time transactions, and we intentionally work with a limited number of clients so we can provide responsive and personalized service.

• Individual, trust, estate, and business tax returns

• Tax planning and year-round advice

• Small business and self-employed taxpayers

• S corporations, C corporations, partnerships, and LLCs

• Real estate investors and rental properties

• Multi-state tax filing and residency issues

• Information return preparation and filing

• FIRPTA withholding and reporting

• Estimated taxes and cash flow planning

• Limited bookkeeping and accounting support

Professional & Advisory Services

We also work behind the scenes with other accounting firms, attorneys, and financial professionals. We can provide white-label support, consulting on complex tax matters, or assistance with a specific part of an engagement while your client remains with their current advisor.

• White-label tax and advisory support

• Complex tax research and consulting

• International and multi-state tax issues

• IRS controversy support for other firms

• Technical review and second opinions

• Project-based assistance for accounting and legal professionals