We help craft strategic tax planning and personalized roadmap tailored your unique needs, industry and circumstances to achieve the best outcomes for this and coming tax years. Along with manage tax impact on both your business and personal situations, considering your current and future financial situation that help maximize tax savings, minimize present and future tax liabilities, maximize tax benefits, grow your business, and and improve your financial health
We take your short, medium and long-term goals into account to create strategies designed to enhance your profitability and net worth.
Providing year-round strategy, guidance, and compliance, and help you have all necessary documents and informations ready when it's time to file tax. Ensure prevent costly mistakes and enjoy a stress-free tax season
We stay on top of the latest tax law changes to ensure you benefit from all available incentives and receive the best strategic advice.
Tax Resolutions - IRS State/Local Problems
We have assisted a lot of clients to handle tax debt, audits, and IRS state/local problems:
Prevent or reduce tens of thousands of dollars in additional tax, penalties, and interest
Work out a payment plan so that they don’t have to worry about writing a big check all at once
Work closely with our clients throughout the entire process, and permanently fix their problems.
Our Service Including:
IRS state/local notice and letter
IRS state/local audit representation
Delinquent tax returns, failure to file a tax return, amended tax return
Back taxes owed
Payroll tax problems
IRS levies & liens
Wage garnishment, seizures
Payment plan
Offer in compromise
Penalty abatement,
failure to pay penalties
Gross income discrepancies, business or trade-related expenses
Bankruptcy
Innocent spouse relief
Get client IRS file
Federal State & Local Taxes
We've supported numerous clients:
Determine their tax obligations in the states they conduct business, as well as help tax preparation & return
Ensure compliance to federal state/local tax laws and regulations, be reactive to federal state/local letters or audits when they occur.
Offer strategies and solutions to mitigate state & local taxes, and assets protection
Business professional occupational license or business license
Business tangible personal property taxes
Nexus or physical presence
County taxes
Excise taxes
Employer health care mandate
Other taxes and fees
Estate & Trust Tax
If you have a spouse or children or own a business. Estate and trust tax preparation and planning are an important part of managing your financial future, and ensure financial security for your loved ones. Here’s what we can assist….
Help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.
Work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets your needs
Stay current on tax law changes that affect estate and tax trust preparation.
Our services including:
Allocating assets to spouses, children, trusts, and charities
Reviewing your estate plan and trust tax situation to ensure financial goals are met
Gift tax returns and strategies
Business succession planning
Trust administration
Trust income tax returns
Estate tax returns
Tax Advisory
We help analyze the impact of gifting, owning, growing, structuring, buying or selling assets, stocks, or business, or the effect of various transactions on your tax situation. Offer the best advices, strategies and plannings that help you minimize tax, and acheive your business and financial goals:
Tax efficient entity structuring and restructuring
