Tax Preparation & Planning

We provide tailored tax preparation services for individuals, corporations, estates, trusts, nonprofits, and nonresident aliens, including FIRPTA compliance. Our advanced tax planning includes:

• Pre-immigration tax strategies for EB-5 investors and other foreign nationals

• U.S. tax treaty optimization for residents and nonresidents

• Estate and trust tax filings, including Form 1041 and 1040-NR

• FIRPTA withholding guidance, Form 8288/8288-A preparation, and reduced withholding applications

• Amendments using Form 1040-X

• Schedule A–F reporting

Corporate Tax Filing

We assist corporations and LLCs with all federal filings:

• C-Corporations

• Form 1120 and Form 5472 for foreign shareholders

• S-Corporations

• Form 1120S (nonresidents not permitted as shareholders)

• Single-Member LLCs

• Schedule C reporting or Form 5472 (if foreign-owned)

• Multi-Member LLCs

• Form 1065 or corporate election filing

• Nonprofits

• Structuring and compliance for tax-exempt entities

IRS Representation & Tax Defense

Facing IRS or State tax issues? We offer full representation in audits, debt negotiation, levy removals, and appeal processes. Our services include:

• Offers in Compromise

• Tax lien and levy resolution

• Payment plans

• Innocent spouse relief

• Full case management with IRS and state revenue departments

ITIN Application Services

As a Certified Acceptance Agent (CAA) authorized by the IRS, we help foreign individuals apply for their ITIN quickly and correctly.

• Accurate Form W-7 preparation

• Document verification and certification

• ITIN use for tax return filing, child tax credit, and account opening

• Expert guidance through every step