Our Services
Comprehensive tax and accounting solutions tailored to your specific needs
Tailored Financial Solutions
Whether you're an individual, business owner, or expatriate, our team provides expert tax and accounting services designed to meet your unique needs and goals.
Individual Tax
Comprehensive tax preparation and planning for individuals in the US and Canada.
- Personal income tax return preparation
- Tax planning and optimization strategies
- Deduction and credit maximization
- Electronic filing with direct deposit
- Year-round tax support and guidance
- Prior year returns and amendments
Corporate Tax
Strategic tax solutions for businesses of all sizes operating in the US and Canada.
- Business tax return preparation
- Corporate tax planning strategies
- Entity structure optimization
- Business expense analysis
- Cross-border business considerations
- Tax credit identification and application
Accounting
Comprehensive accounting and bookkeeping services to keep your finances organized.
- Full-service bookkeeping
- Financial statement preparation
- Payroll processing and management
- Accounts payable and receivable
- QuickBooks setup and training
- Cash flow management and forecasting
Tax Planning
Strategic, year-round tax planning to minimize your liability and maximize savings.
- Personalized tax reduction roadmap
- Year-round proactive guidance
- Investment & retirement tax strategy
- Business entity optimization
- Cross-border treaty planning
- Year-end tax-saving action items
US Expat & Cross-Border
Specialized tax solutions for Americans abroad worldwide — expats, green card holders, dual citizens, and US-Canada cross-border filers.
- Expat tax return preparation
- Foreign income exclusion optimization
- Foreign tax credit planning
- FBAR and FATCA compliance
- Tax treaty analysis and application
- Cross-border retirement planning
Specialized Services
Targeted solutions for specific filing requirements and international tax compliance needs.
FBAR Filing Services
Expert FinCEN 114 preparation for US persons with foreign bank accounts exceeding $10,000.
Learn MoreStreamlined Filing Compliance
IRS Streamlined Procedures to resolve past non-compliance without penalties for qualifying taxpayers.
Learn MoreITIN Application Services
Complete ITIN application assistance for non-residents who need a US tax identification number.
Learn MoreCanadian T1 Tax Returns
Professional Canadian personal income tax return preparation for residents and cross-border filers.
Learn MoreUS-Canada Cross-Border
Coordinated 1040 + T1 filing, treaty optimization, RRSP/TFSA and FBAR for Americans in Canada and Canadians in the US.
Learn MoreGreen Card Holder Tax
Worldwide-income filing for lawful permanent residents in the US and abroad, first-year dual-status returns, and green card exit tax.
Learn MoreAccidental Americans
Got a FATCA letter? We handle no-SSN back-filing, Relief Procedures for Certain Former Citizens, and a clean exit.
Learn MoreRenunciation & Exit Tax
Covered-expatriate analysis, IRC §877A exit tax modeling, and Form 8854 filing for citizens and long-term residents expatriating.
Learn MoreNonresident (1040-NR) Tax
Form 1040-NR for foreign owners of US property, FIRPTA withholding refunds, students, and US gambling-tax recovery.
Learn MoreNot Sure Which Service You Need?
Our team of experienced advisors can help determine the best solution for your specific situation. Schedule a consultation to discuss your needs and receive personalized recommendations.
Specialized Services By Client Type
Ready to Get Started?
Free 15-minute call with a licensed Enrolled Agent who specializes in your exact situation. No obligation.
Need immediate assistance? Call us at +1 (409) 916-8209