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Tax, accounting and advisory under one CPA-led roof

Eight core services for individuals, families and businesses, from a first U.S. return to multi-state payroll and cross-border structures. Every engagement is scoped in writing and reviewed by a licensed CPA.

Not sure which service fits?Answer a few short questions and receive a written quote within one business day.Request a quoteor call / WhatsApp 919-802-8376
30 minFree first consultation
1 business dayWritten quote
CPAReviews every return
Multi-stateCPA licensed

Service lines

Find the help you need

TaxReturns, planning and resolution for individuals and businesses.
AccountingClean books and on-time payroll, month after month.
AdvisoryThe right structure and the right decisions as you grow.

In detail

What each service includes

Tax Preparation

Individual, business, estate and trust returns prepared by a CPA who also plans ahead with you. We handle multi-state filings and the forms many preparers will not touch.

Best forIndividuals, families and businesses with more than one income source or state
What is included
  • Form 1040 with schedules, rental property, K-1s and stock compensation
  • Forms 1120, 1120-S, 1065 and state returns for every state you operate in
  • Estate and trust returns (Form 1041, Form 706)
  • Year-round planning and quarterly estimate calculations
Fees: Confirmed after you request a quote.Request a quote

Accounting & Bookkeeping

Clean monthly books in QuickBooks Online, reconciled to the bank, with financial statements delivered on a fixed schedule so tax season is a formality.

Best forOwner-run businesses and professional practices
What is included
  • Monthly or quarterly bookkeeping and bank reconciliation
  • Profit and loss, balance sheet and cash-flow statements
  • Catch-up and clean-up of prior years
  • Sales tax filings and 1099 preparation
Fees: Confirmed after you request a quote.Request a quote

Payroll

Payroll run on your schedule, tax deposits made on time, and quarterly and year-end filings completed without you thinking about them.

Best forBusinesses with employees, including owner-only S corporations
What is included
  • Direct deposit, pay stubs and employee self-service
  • Federal and state deposits, Forms 941, 940 and NC-5
  • W-2 and 1099 year-end reporting
  • Reasonable-compensation guidance for S corporation owners
Fees: Confirmed after you request a quote.Request a quote

Business Formation

Choose the right entity before you file the paperwork. We model the tax outcome of each option, then handle the registrations end to end.

Best forFirst-time founders and overseas investors opening a US company
What is included
  • LLC, S corporation and C corporation comparison for your income level
  • State filing, EIN, S election (Form 2553) and operating agreement
  • Sales tax, withholding and unemployment account registrations
  • Setup for foreign owners, including ITIN and Form 5472 readiness
Fees: Confirmed after you request a quote.Request a quote

IRS Problem Resolution

A notice in the mail is not an emergency once a CPA is handling it. We review the letter, respond on your behalf and negotiate the outcome.

Best forAnyone who has received an IRS or state tax letter
What is included
  • CP2000 and other IRS or state notice responses
  • Audit representation with Form 2848 power of attorney
  • Unfiled prior-year returns and penalty abatement requests
  • Installment agreements and offers in compromise
Fees: Confirmed after you request a quote.Request a quote

US–China Cross-Border Tax

Income, accounts and family ties on both sides of the Pacific bring filings most preparers never see. This is our core specialty, handled in English and Chinese.

Best forNew immigrants, students, investors and families with assets overseas
What is included
  • FBAR (FinCEN 114) and Form 8938 foreign account reporting
  • Form 3520 for gifts and inheritance received from abroad
  • PFIC (Form 8621), foreign tax credit and treaty positions
  • Streamlined filing for those who missed prior-year reporting
Fees: Confirmed after you request a quote.Request a quote

Cryptocurrency Tax

Every exchange, wallet and chain reconciled into one cost-basis record, so your Form 8949 holds up if the IRS asks.

Best forActive traders and long-term holders with more than a handful of transactions
What is included
  • Transaction import and reconciliation across exchanges and wallets
  • Capital gains, staking, mining, airdrop and DeFi income reporting
  • Prior-year amendments where crypto was never reported
Fees: Confirmed after you request a quote.Request a quote

Advisory & Consulting

A CPA on call for the decisions between filings: buying or selling a business, a large equity event, moving states, or a plan to reduce next year’s bill.

Best forOwners and executives facing a decision with a significant tax consequence
What is included
  • Annual tax projection and planning meeting
  • Cash-flow review and pricing or margin analysis
  • Transaction support: due diligence, structure and after-tax proceeds
Fees: Confirmed after you request a quote.Request a quote

Tell us your situation. We will tell you the fee.

A few short questions, a written quote within one business day, and a free 30-minute consultation if you would rather talk it through first.

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