Our goal is to minimize your tax liability or maximize your tax refund, strictly within the confinement of the tax law
We just don’t receive the documents and data you provide us and move on to prepare your tax return. We follow-up with in-depth questions and inquiries, forcing you think thoroughly about your year-round activities, ultimately resulting in maximum tax benefits to you.
Our service includes:
- Tax return preparation: U.S. federal, state, local
- Estate and gift tax planning
- Business succession planning and exit strategies
- Year-round income tax planning
- Private wealth management and tax planning
- Tax consulting services and special projects
- Foreign bank account disclosure and FATCA compliance