Tax

Tax services

We offer a comprehensive suite of tax services tailored to meet the diverse needs of both individuals and businesses. We bring a wealth of experience in individual and corporate tax consulting and compliance, including for partnerships, S-Corporations, and C-Corporations. We also provide specialized consulting services in various international tax matters.

International tax

Navigating complex global tax landscapes and establishing transfer pricing policies that comply with international regulations

Service offering:

  • Pre-immigration tax planning
  • Expatriation planning
  • Tax optimization strategies in regard to Foreign Investment in Real Property Tax (FIRPTA)
  • Maximization of foreign tax credit utilization
  • Tax planning and structuring for cross-border transactions, both inbound foreign investment in the U.S. and outbound for offshore investments
  • Tax treaty planning
  • Transfer pricing
  • Foreign Account Tax Compliance Act (FATCA)
  • Tax compliance and planning for U.S. citizens residing abroad
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Tax compliance

Ensuring adherence to domestic tax obligations with precision and strategic planning

Service offering:

  • Domestic tax compliance and planning: business entities (corporations and partnerships), individuals, trust, and estate and gift taxes
  • Cost segregation study
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Estate and gift tax

Collaborating with you to plan and manage estate and gift taxes with generational wealth strategies in mind

Service offering:

  • Estate and gift tax planning for high-net-worth individuals
  • Family office
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Delinquent tax filing

Navigating the complexities associated with past due taxes, offering strategic advice and representation to resolve financial discrepancies and work to minimize tax penalties and interest

Service offering:

  • Tax amnesty programs for U.S. taxpayers who have not been in compliance with foreign reporting obligations:
    • Delinquent international information return procedures
    • Streamlined filing compliance procedures
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State and local taxes (SALT)

Addressing the intricacies of state and local tax systems to optimize your tax position

Service offering:

  • State sales and use tax
  • State property tax compliance
  • Multi-state income tax and franchise tax compliance
  • Estate sales tax audit representation
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IRS representation

Assisting with IRS audits and offering representation to resolve disputes and negotiate settlements effectively

Service offering:

  • IRS audit representation
  • Tax appeals
  • Reasonable cause letters to abate or minimize penalties or interest
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