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Tax Planning

Whether you are launching up and need to strategically select an entity that sets you up for long-term success, or a growing company that needs to optimize you tax strategies, or doing international businesses and facing complicated cross border tax regulations, We are here to help recommend tax saving strategies to legally reduce your tax liabilities and maximize your tax savings. 

 Below is a sample list of tax planning services we offer.

  • Deductions Analysis

  • SEP IRA Set Up & Advising

  • Entity Classification Elections

  • Legal Entity Optimization

  • Section 179 Bonus Depreciation Consulting

  • Employer Sponsored 401(k)

  • R&D Tax Credits

  • Pre-Immigration Tax Planning

  • Export Incentives

  • Tax Credits and Incentives

  • Tax Controversy and resolution

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Tax Accounting

Complying with tax laws and regulations that are constantly changing is a challenge. We can help from tax filing to tax planning. 


Maintain tax compliance is increasingly complicated because of the constantly legislative and regulatory change at both local and national level, and the increasing digitalization of revenue authorities.

Our  professionals can help you prepare, manage and execute on tax filings within this shifting regulatory environment, and get peace of mind with our worry-free tax compliance services.


 For a sample list of services related to federal taxes, state taxes, sales taxes, excise taxes , see below!


Income Taxes

  • Individual Tax Returns ( Form 1040 / 1040 NR)

  • Corporate Tax Returns (Form 1120)

  • Pass Through Entity Tax Returns ( S Corp Form 1120s, Partnership Form 1065)

  • Schedule K-1 Preparation

  • Schedule C Preparation

  • Estimated Tax Payments

  • 1099 Filings

  • Form 5471, 5472

  • FBAR Reporting ( FIN CEN Form 114)

  • FACTA Reporting ( Form 8966)


Sales Taxes

  • Sales Tax Nexus Analysis

  • Sales Tax Calculation & Filings

  • Supreme Court Wayfair case decision Impact analysis

  • Sales tax software Implementation & Consulting

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Cloud Bookkeeping

We’ll run your accounting platform on the cloud and can provide your business with account reconciliations, invoicing support, payroll, management reports, and more on your behalf. And you can have access to your book 24/7.


Don’t have an accounting platform yet? No problem! We can help you select and deploy an appropriate accounting system for your unique business needs, and even help you get all set up.  Services include:


  • Software recommendations

  • Software setup

  • Software cleanup

  • Regular & Ongoing Bookkeeping

  • Bank Reconciliations

  • Integrations

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