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PRACTICE AREAS

Individual

  • 1040 Personal Income Tax

  • Earned Income Tax Credit

  • Child Dependent Care Credit

  • American Opportunity Tax Credit

  • Lifetime Learning Tax Credit

  • 1040 NR Non-Resident Alien

  • 2555 Foreign Earned Income

  • 1116 Foreign Tax Credit

  • Estate & Trust Tax Planning (Grantor Trusts)

  • Uniform Gift Minor Act (UGMA/UTMA)

  • IRS Representation

Business

  • 1120 Corporate Returns

  • 1120 Subchapter S Corp Returns

  • 1065 Partnership Returns

  • 1041 Trusts

  • 990 Exempt Organizations

  • Analysis Business Entity Type selection

  • Analysis Small Business Retirement plan selection

  • Corporate Tax Restructuring (QSubs, etc.)

  • Independent Contractor vs Employee Compensation issues

  • Cash vs Accrual Accounting

International

  • Foreign Tax Credits

  • Controlled Foreign Corporation Reporting

  • Passive Investment Foreign Company

  • Foreign Personal Holding Company Income

  • US Citizens Living Abroad

  • Overseas Voluntary Disclosure Initiative

  • Streamlined Domestic Offshore Procedures

Trusts, Gifts, Estates, & Not For Profit

  • Domestic Trusts (1041)

  • Gift Tax Returns (709)

  • Estate Income Tax Return (1041)

  • Estate Tax Return (706)

  • Not For Profit Return (990)

  • Not For Profit Application Exemption (1023)

  • NFP Streamlined Retroactive Reinstatement (1023)

Tax Representation & Resolution Services

  • IRS Audit Representation

  • IRS Tax Collection 

  • IRS Lien Release

  • IRS Levy Release

  • IRS Tax Penalty Abatement

  • Currently Not Collectible

  • Offers in Compromise

  • Installment Plans

CFO & Controller

Services

  • Management of  Finance Functions (Accounting, Treasury, FP&A)

  • Leadership Succession (Medical leave, Retirement)

  • Mergers & Acquisition Support

  • Budgeting & Forecasting (Opex, Capex)

  • Cash flow management and projection

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