Consultations
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.
Free 15-Minute Consultation
Fifteen minutes with a multi-state licensed CPA, in English or Chinese, by phone, video, WeChat or WhatsApp. Tell us what is going on; we tell you what you need and what it will cost.
Paid In-Depth Consultation
A one-on-one session with a multi-state licensed CPA who prepares in advance and works through your specific situation — foreign assets, catching up past years, going global, crypto, real estate, audits.
Planning
Tax Planning
Year-round planning for individuals and business owners: timing income and deductions, retirement plans, entity choice, real estate, stock compensation and multi-year projections.
Choosing an Entity: LLC, S or C Corporation
Sole proprietorship, LLC, S corporation or C corporation? We compare liability, taxes, payroll, investors and foreign ownership for your plans and show the numbers.
Real Estate Investment Tax
Rental income and depreciation, passive loss rules, 1031 exchanges, cost segregation, short-term rentals and selling a rental — for landlords and investors.
Cryptocurrency Tax
Every exchange, wallet and chain reconciled into one cost-basis record, so your Form 8949 holds up if the IRS asks.
Tell us your situation. We will tell you the fee.
A few short questions, a written quote within one business day, and a free 15-minute consultation if you would rather talk it through first.