Client Services

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. You can also change your entity type by filing the entity classification election. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

FATCA Forms

We assist in the preparation of various FATCA forms:

  • Foreign Bank Account Reporting Form - FinCEN Form 114
  • Statement of Foreign Financial Assets - Form 8938
  • Various forms requested by Brokerage Firms namely Form W-8 BEN, Form W-8 BEN-E, Form W-8 IMY, Form W-9

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Please click on the financial calculators link for performing various calculations

Expatriation Planning

Renouncing/Relinquishing US Citizenship is a big decision to make. Though this decision is mostly for personal reasons, it is important to know the tax implication of this decision.

Contact us to understand the process and for personalized advice based on your individual circumstances.

Tax Services

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

International Taxation

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

Application for Individual Taxpayer Identification Number

Everyone filing a US tax return need to have a Social Security Number (SSN) or an Individual Taxpayer Identification Number (ITIN). We assist in the preparation of the Application of IRS Individual Taxpayer Identification Number (Form W-7)

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

We can assist you in dealing with various letters and audit procedures by the IRS and other state authorities.

Estate Tax Preparation

Estate Tax

There are two kinds of taxes owed by an estate: One on the transfer of assets from the decedent to their beneficiaries and heirs (the estate tax), and another on income generated by assets of the decedent’s estate (the income tax).

When someone dies, their assets become the property of their estate. Any income those assets generate is also part of the estate and may trigger the requirement to file an estate income tax return. Examples of assets that would generate income to the decedent’s estate include savings accounts, CDs, stocks, bonds, mutual funds, and rental property.

We can assist you in the preparation of Form 709 and Form 1041 (including beneficiary Schedule K-1's)

Gift Tax Preparation

A gift tax is a tax imposed on any transfer to an individual, either directly or indirectly, where full compensation (measured in money or money's worth) is not received in return.

In the US, when a taxable gift is made by the transfer of cash, stock, real estate, tangible or intangible property, the tax is usually imposed on the donor and is required to file Form 709 for the year the gift was made.

Contact us if you need assistance with the preparation of Form 709.

HomeFirm ProfileClient ServicesNewslettersFinancial ToolsLinksContact Us