Services we offer

Tax Preparation & Filing

• Current year

• Past years

• Amendment of already filed returns

ITIN Services

• New ITIN application 

• ITIN Renewals

• Certified Acceptance Agent (CAA) services

Advising & Consultation about Tax related matters

• 2nd Opinion Review of current year or prior year returns

• Planning to buy or sell home 

• Starting a business

• Impact on taxes of life events like change of jobs, birth of a child etc.

• Impact taxes if planning to sell employee stock 

• Estimated taxes

• Impact of taxes on filing status (eg MFJ vs MFS) 

• Deductible & non-deductible expenses

• Foreign income and double taxation 

Small Business Tax preparation & filing 

• Independent contractor

• Sole proprietor 

• Single member LLC 

• Partnership (LLC)

• S-Corp

• C-Corp

IRS Audit & Notice support 

• We provide this only for customers who have filed taxes with us

Retirement Planning & Life insurance