Income tax returns for individuals, limited liability companies (whether taxed as partnerships or S corporations),
C corporations both foreign and domestic,
partnerships, trusts, estates, and nonprofits
Information returns and similar filings, including:
controlled foreign entity returns, foreign asset disclosures,
beneficial ownership filings, and expatriation statements
Miscellaneous filings,
such as nonprofit political contribution disclosures
Tax planning consultations on such topics as:
- business setup, entity-level tax elections, and restructuring
- related-party transactions, including paying oneself salary
- investments and retirement, factoring in foreign treatment
- timing foreign travel, income recognition, and expatriation
- the foreign earned income exclusion and foreign tax credit
- subpart F and Global Intangible Low-Taxed Income (GILTI)
- treaty and international organization charter applicability
- taxpayer residence and income sourcing determinations
- treating foreign spouses as residents and other elections
- cryptocurrency, non-fungible tokens, and similar assets
- filing jointly vs. separately, or federal and state differently