We specialize in offering our
clients the following expert support and services:
Income Tax Return Preparation & Tax Compliance
U.S., State, & International
Individual, Corporate, S-Corp, Non-Profit
Banks & Credit Unions
Tax Planning & Consulting Services
- Estate Taxes
Gift Tax Planning
Mergers & Acquisitions
- Multi-Level Marketing
- Banking & Finance
Expat Tax Return Preparation, Tax Planning & Consulting
U.S. Expatriate Tax Return Preparation
U.S. Expatriate Tax Planning
U.S. Expatriate Tax Consulting
Foreign Earned Income Exclusion
Foreign Tax Credits
Controlled Foreign Corporations (CFC)
Social Security Agreements
Late Tax Return Filings
Accounting Software & Support
Income Tax Return Preparation
Tax return preparation is an
annual chore. Taxation is complex. It's your responsibility to file your return(s) as required by law. We want
to help you fulfill your responsibility by ensuring your personal or corporate tax compliance and tax
efficiency, thus bringing you the peace of mind you deserve.
Whether your tax return
preparation needs are simple or complex, we offer the peace of mind of knowing that your return has been
prepared by tax professionals who have your best interests at heart. Our reputation and track record speaks for
itself: we're here to help lighten your tax compliance burdens.
We offer a full range of
assistance for all varieties of taxpaying entities and tax jurisdictions.
Tax Planning & Consulting
We offer round-the-year tax
consulting and tax planning services to not only ensure compliance with the intricacies of complex tax laws,
but to also minimize your tax liabilities under those laws. Our commitment is to maintain the highest levels of
tax expertise and understanding so we can apply them to your situation, however challenging it may be. We can
make your choices clear by dealng with the complexity so you won't have to.
We work with attorneys,
investment advisors, and other professionals to be sure your needs are met.
Our tax consultants
specialize in helping you with your tax planning needs across a broad spectrum of specialized needs. Please
contact us if you need expert guidance in any of the following areas:
Estate taxes were once a
problem affecting only the very wealthy. Now, however, when you consider the value of homes, portfolios, life
insurance, and other assets, your estate may be facing a significant tax. We can guide you in forming an
effective estate plan that will provide tax-savings and other important benefits.
The government imposes a
“gift tax,” often at significant rates, depending upon the amount gifted, on transfers made by a donor during
their lifetime above the annual gift exclusion.
We can help ensure that your
loved ones receive at least the amount gifted to them through leveraging the annual and/or lifetime exclusion
to your benefit.
Whatever the age of your
children, we can help you take advantage of the numerous federal and state tax breaks available as you plan for
We offer premiere support for
mergers and acquisitions.
We have often served as an
expert witness on sophisticated tax issues. We can also deploy our extensive experience and expertise to
support your legal team in the litigation of tax matters, including accounting and related technical tax
issues, IRS practices and procedures, risk analysis, and the preparation of accounting, valuation, and economic
We have the experience and
know-how to help farmers minimize their tax burdens, letting you focus on what you do best.
Our firm has extensive
experience with the intricacies of the many challenges faced by companies with all manner of products and
distributors and representatives in dozens of countries, including international taxation,cross-border
distribution issues, payments to distributors across borders, transfer pricing, international
reporting issues, expatriate matters, and more.
Worldwide government deficits
are causing the tax authorities of many nations to increase their focus on transfer pricing audits as a means
of increasing their tax revenues. Our firm can help you develop tax-efficient compliance measures, resolve
transfer pricing disputes, prepare for an audit, or decrease your transfer pricing exposure in future
We have extensive experience
advising and serving clients with respect to international tax issues.
We have advised companies
both small and large, domestic and foreign, on taxation of non-resident aliens, real property holding
corporations and withholding taxes, foreign tax credits, tax treaties, and foreign earned income
Tax equalization, also
spelled as tax equalisation, is the process of accounting for those differences so that a third party, such as
an employer, can compensate the worker in such a way that working abroad will have little or no effect on the
Expatriate Tax Planning, Consulting, and Preparation of
Don't worry - whatever your
needs, we've got you covered. We have the extensive expertise and experience to turn your expatriate tax
headaches into smiles. We can help, so call today to talk to Steve, at 1(801)234-4202.
Accounting Software and Support
Finally, we can help you find
and properly use the best accounting software for your situation.