If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation Services & Tax Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Tax Preparation services:
US Tax Return Preparation for individuals and businesses
State Tax Return Preparation
Foreign Bank Account Reporting (FBAR) 
Late Tax Return Filing
Statement of Specified Foreign Financial  Assets
Information Return for US Persons with Respect to Certain Foreign Corporations, Partnerships, Disregarded Entities
US Nonresident Alien Income Tax Return
Form W-7 Application for IRS Individual Taxpayer Identification Number
Year-End tax planning
UK Self Assessment preparation

Tax planning:
Expatriation tax advice and compliance
Year-End tax planning
IRS Offshore Voluntary Disclosure

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Call today to schedule an appointment!