Our Services

What We Offer

Specializing in U.S. tax services for non-residents, expats, and complex international filings.

Individual Tax Preparation

Accurate, stress-free tax filing tailored to your personal financial situation. We handle the complexity so you can focus on what matters most.

Federal & State Returns

Self-Employed & Freelancers

Foreign Income Reporting

IRS Correspondence

1040-NR

Expert preparation for non-resident alien tax returns to ensure full IRS compliance. We specialize in the unique rules that apply to non-residents.

Non-Resident Tax Returns

Treaty Benefits Analysis

Dual-Status Returns

FBAR & FATCA Reporting

Stay compliant with foreign account and asset reporting requirements and avoid costly penalties. We ensure all foreign financial interests are properly disclosed.

FinCEN 114 (FBAR) Filing

Form 8938 (FATCA)

Foreign Bank Account Reporting

Penalty Abatement Support

RSU & Options

Strategic tax guidance for equity compensation — RSUs, stock options, and ESPPs — to help you minimize your tax impact and plan ahead.

RSU Tax Planning

ISO & NSO Options

ESPP Tax Treatment

Equity Compensation Strategy

PFIC

Specialized handling of complex passive foreign investment company reporting with precision and care, navigating the most challenging IRS rules.

Form 8621 Preparation

QEF & Mark-to-Market Elections

Excess Distribution Calculations

Foreign Mutual Funds

5471 Reporting

Comprehensive reporting for U.S. persons with interests in foreign corporations to meet strict IRS requirements and avoid significant penalties.

Form 5471 Preparation

CFC Analysis

Subpart F Income

GILTI Calculations

Ready to take control of your finances?

Schedule a complimentary consultation with one of our senior accountants. No obligation — just expert advice tailored to your situation.