Who we serve

Tax and accounting for the way your life and business actually work

From a family’s first U.S. return to an overseas company opening its American subsidiary, most of our clients share one thing: their finances cross a state line, a border, or both. Find your situation below.

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Individuals & families New immigrants, students & scholars Executives & high earners Self-employed & freelancers Small businesses & startups Real estate investors Cross-border businesses & foreign investors Crypto & digital asset investors Nonprofits & community organizations

Individuals & families

W-2 households, growing families and retirees who want the return done right and a plan for next year.

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Common situations

Two incomes, children and education expenses
Stocks, funds or crypto sold during the year
Rental income, or a home bought or sold
Gifts or inheritances from family in the U.S. or abroad

How we help

Federal and multi-state individual returns
Deduction, credit and capital gains planning
529 plans and education credits
Trust, estate and gift tax returns

Related services:Tax Preparation Advisory & Consulting

New immigrants, students & scholars

Your first years in the U.S. decide which forms you file and what you must report. We get the foundation right.

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Common situations

First U.S. return after arriving on a work, student or investor visa
Unsure whether you are a resident or nonresident for tax purposes
Bank accounts, property or income still in China or elsewhere
A spouse or dependent who needs an ITIN

How we help

Resident or nonresident determination, including dual-status years
Form 1040 or 1040-NR, with treaty positions where they apply
FBAR (FinCEN 114) and Form 8938 foreign asset reporting
ITIN applications and renewals

Executives & high earners

Equity compensation, bonuses and relocations turn a simple W-2 into anything but simple.

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Common situations

RSUs, stock options or ESPP shares vesting or sold
A mid-year move, or remote work for an out-of-state employer
Bonuses under-withheld and a balance due in April
Portfolios that include foreign funds or accounts

How we help

Cost basis reconciliation for equity awards
Part-year and nonresident state returns
Withholding and quarterly estimate planning
Multi-year projections before big decisions

Related services:Tax Preparation Advisory & Consulting

Self-employed & freelancers

Consultants, contractors, creators and single-member LLCs who want to keep more of what they earn.

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Common situations

1099 income with no tax withheld
Business and personal spending in the same account
Wondering when an S corporation election makes sense
Quarterly estimated taxes missed or guessed

How we help

Schedule C returns and deduction reviews
Quarterly estimated tax calculations and reminders
LLC to S corporation planning, including a reasonable salary
Simple bookkeeping that holds up at tax time

Small businesses & startups

Restaurants, clinics, e-commerce sellers and professional firms that want books, payroll and taxes handled by one team.

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Common situations

Choosing between an LLC, S corporation and C corporation
Books months behind, or kept in a spreadsheet
Hiring the first employees
Sales tax obligations in more than one state

How we help

Entity selection, EIN and state tax registrations
Monthly bookkeeping, bank reconciliation and financial statements
Full-service payroll, quarterly filings, W-2s and 1099s
Form 1120, 1120-S and 1065 business returns

Real estate investors

Landlords and investors who want depreciation, passive losses and sales planned ahead rather than discovered at filing time.

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Common situations

One or more rental properties, in state or out of state
Selling a property with a large gain
Considering a 1031 exchange
Property held in an LLC or with partners

How we help

Schedule E reporting and depreciation schedules
Capital gains projections before you sell
1031 exchange coordination and reporting
Partnership returns for co-owned property

Related services:Tax Preparation Advisory & Consulting

Cross-border businesses & foreign investors

Chinese and other overseas companies entering the U.S., and U.S. owners of companies abroad.

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Common situations

An overseas company setting up a U.S. subsidiary or branch
A U.S. LLC owned by a nonresident
Cross-border e-commerce on U.S. marketplaces
U.S. persons who own shares in a foreign company

How we help

Form 5472 with a pro forma 1120 for foreign-owned LLCs
Form 1120-F and U.S. compliance for foreign corporations
Form 5471 for U.S. owners of foreign corporations
Income tax and sales tax set-up for e-commerce sellers

Crypto & digital asset investors

Active traders and long-term holders who need clean records across exchanges and wallets.

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Common situations

Trades across several exchanges and wallets
Staking rewards, airdrops or mining income
Cost basis lost after transfers between wallets
Crypto activity left off prior-year returns

How we help

Gain and loss reconciliation from exchange and wallet data
Form 8949 and Schedule D reporting
Treatment of staking and other crypto income
Amended prior-year returns when needed

Related services:Cryptocurrency Tax Tax Preparation

Nonprofits & community organizations

Churches, associations, schools, foundations and community groups that want to stay tax-exempt and well run.

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Common situations

Starting a new nonprofit and applying for tax-exempt status
A volunteer treasurer keeping the books
Grants or donations with restrictions to track
Annual Form 990 filings behind or missed

How we help

State incorporation, EIN and 501(c)(3) applications (Form 1023 or 1023-EZ)
Bookkeeping that separates restricted and unrestricted funds
Form 990, 990-EZ or 990-N and state annual filings
Payroll, donor acknowledgment guidance and board-ready financial reports

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