Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
International Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
International Tax Compliance and Planning
- Fbars for foreign bank account reporting
- Resident aliens
- Nonresident aliens
- Controlled foreign corporations
- Controlled foreign partnerships
- Expatriates
- Schedule K-2 and Schedule K-3
- Other foreign tax compliance and tax planning
Estate & Trust Income Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.