Services

Individual Services

• Maintenance of Personal Recordkeeping
• Personal Bill Pay – Payment Processing
• Personal Tax Preparation
• Personal Tax Projections and Planning
• Personal Financial Budget and Forecast
• Personal Financial Statements

Business Services

• Bookkeeping Services and Support
• Payroll Services and Support
• Sales and Sales Tax Services
• Business Tax Preparation
• Business Tax Projections and Planning
• Cash Flow and Budgeting Analysis
• Business Financial Statements

Other Services

• Consulting Services
  • Education Planning
  • Retirement Planning
  • Protection Planning
  • Investment Planning
  • Government Benefits
  • Estate Planning
• International Taxation Issues
  • Analysis of U.S. Foreign Tax Credit and Tax Treaty
  • U.S. Person Owning Foreign Assets and Entities
  • Gift and Estate from U.S. or Non-U.S. Persons
  • U.S. Taxation of Foreign Nationals
  • Foreign-Owned U.S. Corporations / Partnerships / LLCs / DEs
• New Business Advisory and Incorporation
  • C Corporations
  • S Corporations
  • Partnerships
  • Limited Liability Companies
  • Limited Liability Partnerships
• Notary Services
• Application (or renewal) of U.S. Citizenship and Permanent Resident