Returns & Compliance

Individual, partnership, corporation, nonprofit, and trust income tax returns; information returns (foreign asset disclosures, controlled foreign entity returns, and beneficial ownership filings)

Advisory & Planning

Company, nonprofit, and trust formation and setup and structuring tax advice;
investments tax advice, including tax-sheltered accounts (traditional, Roth, and SEP IRAs; 529 plans; HSAs...);
transaction modeling and transfer pricing; expatriation and the Exit Tax

Controversy Resolution

IRS letter responses, installment agreements, penalty abatements, streamlined filing procedures, taxpayer abroad delinquent return filing procedures,
and offers in compromise